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Susquehanna Trust & Investment’s NextEra Energy NEE Stock Holding History

Susquehanna Trust & Investment’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
Q2 		$206K Hold
8,400
– – 0.05% 102
2015
Q1 		$219K Hold
8,400
– – 0.05% 99
2014
Q4 		$224K Sell
8,400
-532
-6% -$13.4K 0.05% 98
2014
Q3 		$210K Buy
+8,932
New +$216K 0.05% 96

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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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Susquehanna Trust & Investment's NEE Position: Q2 2015 in Review

Susquehanna Trust & Investment held its NextEra Energy (NEE) position steady in Q2 2015 at 8,400 shares worth $206K. The position accounts for 0.05% of the portfolio, ranked #102.

Susquehanna Trust & Investment first reported a position in NEE in Q3 2014 and has held it in 4 quarters since. The position peaked at $224K in Q4 2014. 1,039 funds tracked by Wall St. Rank hold NEE as of Q2 2015.

  • Susquehanna Trust & Investment held 8,400 shares of NextEra Energy worth $206K as of Q2 2015.
  • Susquehanna Trust & Investment left its NextEra Energy share count unchanged in Q2 2015.
  • NextEra Energy made up 0.05% of Susquehanna Trust & Investment's portfolio in Q2 2015, its #102 holding.
  • Susquehanna Trust & Investment first reported a position in NextEra Energy in Q3 2014 and has held it in 4 quarters since.
  • Susquehanna Trust & Investment's NextEra Energy position peaked at $224K in Q4 2014.
  • 1,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2015.

Based on Susquehanna Trust & Investment's 13F filing for Q2 2015, filed 24 Jul 2015.