Trustco Bank (New York)’s NextEra Energy NEE Stock Holding History

Trustco Bank (New York)’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
2019 Q1	–	Sell	-5,984	Closed	-$260K	–	68
2018 Q4	$260K	Hold	5,984	–	–	0.48%	39
2018 Q3	$251K	Hold	5,984	–	–	0.27%	64
2018 Q2	$249K	Hold	5,984	–	–	0.26%	61
2018 Q1	$244K	Hold	5,984	–	–	0.25%	64
2017 Q4	$233K	Hold	5,984	–	–	0.24%	60
2017 Q3	$219K	Hold	5,984	–	–	0.21%	67
2017 Q2	$209K	Buy	+5,984	New	+$205K	0.21%	68
2013 Q3	–	Sell	-10,000	Closed	-$204K	–	66
2013 Q2	$204K	Buy	+10,000	New	+$198K	0.2%	64

Other funds holding NEE

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Trustco Bank (New York)'s NEE Position: Q1 2019 in Review

Trustco Bank (New York) sold out of NextEra Energy (NEE) in Q1 2019, closing a stake of 5,984 shares — an estimated $260K sold.

Trustco Bank (New York) first reported a position in NEE in Q2 2013 and held it in 8 quarters. The position peaked at $260K in Q4 2018. 1,586 funds tracked by Wall St. Rank hold NEE as of Q1 2019.

Trustco Bank (New York) reported no remaining NextEra Energy position as of Q1 2019 after selling out during the quarter.
Trustco Bank (New York) sold 5,984 NextEra Energy shares in Q1 2019, an estimated $260K.
Trustco Bank (New York) first reported a position in NextEra Energy in Q2 2013 and held it in 8 quarters.
Trustco Bank (New York)'s NextEra Energy position peaked at $260K in Q4 2018.
1,586 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2019.

Based on Trustco Bank (New York)'s 13F filing for Q1 2019, filed 13 May 2019.