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Stancorp Investment Advisers’s NextEra Energy NEE Stock Holding History

Stancorp Investment Advisers’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
2015
Q1 		$535K Buy
20,564
+324
+2% +$8.55K 0.25% 114
2014
Q4 		$538K Buy
+20,240
New +$511K 0.25% 116

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Stancorp Investment Advisers's NEE Position: Q1 2015 in Review

Stancorp Investment Advisers increased its NextEra Energy (NEE) stake by 1.6% in Q1 2015, buying an estimated $8.55K and bringing the position to 20,564 shares worth $535K. The position accounts for 0.25% of the portfolio, ranked #114.

Stancorp Investment Advisers first reported a position in NEE in Q4 2014 and has held it in 2 quarters since. The position peaked at $538K in Q4 2014. 1,054 funds tracked by Wall St. Rank hold NEE as of Q1 2015.

  • Stancorp Investment Advisers held 20,564 shares of NextEra Energy worth $535K as of Q1 2015.
  • Stancorp Investment Advisers bought 324 NextEra Energy shares in Q1 2015, an estimated $8.55K.
  • NextEra Energy made up 0.25% of Stancorp Investment Advisers's portfolio in Q1 2015, its #114 holding.
  • Stancorp Investment Advisers first reported a position in NextEra Energy in Q4 2014 and has held it in 2 quarters since.
  • Stancorp Investment Advisers's NextEra Energy position peaked at $538K in Q4 2014.
  • 1,054 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2015.

Based on Stancorp Investment Advisers's 13F filing for Q1 2015, filed 13 May 2015.