Tower Trust’s NextEra Energy NEE Stock Holding History

Tower 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 Q1	$248K	Hold	10,400	–	–	0.16%	146
2013 Q4	$222K	Buy	+10,400	New	+$219K	0.13%	157

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

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

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

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

BFA

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

Tower Trust's NEE Position: Q1 2014 in Review

Tower Trust held its NextEra Energy (NEE) position steady in Q1 2014 at 10,400 shares worth $248K. The position accounts for 0.16% of the portfolio, ranked #146.

Tower Trust first reported a position in NEE in Q4 2013 and has held it in 2 quarters since. 980 funds tracked by Wall St. Rank hold NEE as of Q1 2014.

Tower Trust held 10,400 shares of NextEra Energy worth $248K as of Q1 2014.
Tower Trust left its NextEra Energy share count unchanged in Q1 2014.
NextEra Energy made up 0.16% of Tower Trust's portfolio in Q1 2014, its #146 holding.
Tower Trust first reported a position in NextEra Energy in Q4 2013 and has held it in 2 quarters since.
980 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2014.

Based on Tower Trust's 13F filing for Q1 2014, filed 8 May 2014.