SEI Trust Company’s NextEra Energy NEE Stock Holding History

SEI Trust Company’s Portfolio NEE Stock Details NEE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	$8.19M	Buy	348,800 +37,688	+12%	+$910K	0.08%	295
2014 Q2	$7.97M	Buy	311,112 +38,348	+14%	+$933K	0.08%	316
2014 Q1	$6.52M	Buy	272,764 +2,240	+0.8%	+$50.8K	0.06%	341
2013 Q4	$5.79M	Buy	270,524 +107,324	+66%	+$2.26M	0.05%	370
2013 Q3	$3.27M	Sell	163,200 -46,000	-22%	-$949K	0.04%	507
2013 Q2	$4.26M	Buy	+209,200	New	+$4.15M	0.05%	361

Other funds holding NEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SEI Trust Company's NEE Position: Q3 2014 in Review

SEI Trust Company increased its NextEra Energy (NEE) stake by 12% in Q3 2014, buying an estimated $910K and bringing the position to 348,800 shares worth $8.19M. The position accounts for 0.08% of the portfolio, ranked #295.

SEI Trust Company first reported a position in NEE in Q2 2013 and has held it in 6 quarters since. 997 funds tracked by Wall St. Rank hold NEE as of Q3 2014.

SEI Trust Company held 348,800 shares of NextEra Energy worth $8.19M as of Q3 2014.
SEI Trust Company bought 37,688 NextEra Energy shares in Q3 2014, an estimated $910K.
NextEra Energy made up 0.08% of SEI Trust Company's portfolio in Q3 2014, its #295 holding.
SEI Trust Company first reported a position in NextEra Energy in Q2 2013 and has held it in 6 quarters since.
997 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2014.

Based on SEI Trust Company's 13F filing for Q3 2014, filed 28 Oct 2014.