Stifel Trust’s NextEra Energy NEE Stock Holding History

Stifel Trust’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	$4.29M	Sell	182,960 -11,204	-6%	-$271K	0.82%	55
2014 Q2	$4.97M	Sell	194,164 -3,812	-2%	-$92.7K	0.93%	44
2014 Q1	$4.73M	Sell	197,976 -10,308	-5%	-$234K	0.89%	48
2013 Q4	$4.46M	Sell	208,284 -1,760	-0.8%	-$37.1K	0.84%	49
2013 Q3	$4.21M	Sell	210,044 -8,788	-4%	-$181K	0.84%	48
2013 Q2	$4.46M	Buy	+218,832	New	+$4.34M	0.92%	45

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

Stifel Trust's NEE Position: Q3 2014 in Review

Stifel Trust reduced its NextEra Energy (NEE) stake by 5.8% in Q3 2014, selling an estimated $271K and leaving 182,960 shares worth $4.29M. The position accounts for 0.82% of the portfolio, ranked #55.

Stifel Trust first reported a position in NEE in Q2 2013 and has held it in 6 quarters since. The position peaked at $4.97M in Q2 2014. 996 funds tracked by Wall St. Rank hold NEE as of Q3 2014.

Stifel Trust held 182,960 shares of NextEra Energy worth $4.29M as of Q3 2014.
Stifel Trust sold 11,204 NextEra Energy shares in Q3 2014, an estimated $271K.
NextEra Energy made up 0.82% of Stifel Trust's portfolio in Q3 2014, its #55 holding.
Stifel Trust first reported a position in NextEra Energy in Q2 2013 and has held it in 6 quarters since.
Stifel Trust's NextEra Energy position peaked at $4.97M in Q2 2014.
996 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2014.

Based on Stifel Trust's 13F filing for Q3 2014, filed 14 Nov 2014.