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Trutina Financial’s NextEra Energy NEE Stock Holding History

Trutina Financial’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
Q2 		– Sell
-5,168
Closed -$124K – 164
2014
Q1 		$124K Buy
+5,168
New +$117K 0.09% 91
2013
Q4 		– Sell
-5,968
Closed -$120K – 119
2013
Q3 		$120K Buy
+5,968
New +$123K 0.12% 70

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 $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Trutina Financial's NEE Position: Q2 2014 in Review

Trutina Financial sold out of NextEra Energy (NEE) in Q2 2014, closing a stake of 5,168 shares — an estimated $124K sold.

Trutina Financial first reported a position in NEE in Q3 2013 and held it in 2 quarters. The position peaked at $124K in Q1 2014. 1,006 funds tracked by Wall St. Rank hold NEE as of Q2 2014.

  • Trutina Financial reported no remaining NextEra Energy position as of Q2 2014 after selling out during the quarter.
  • Trutina Financial sold 5,168 NextEra Energy shares in Q2 2014, an estimated $124K.
  • Trutina Financial first reported a position in NextEra Energy in Q3 2013 and held it in 2 quarters.
  • Trutina Financial's NextEra Energy position peaked at $124K in Q1 2014.
  • 1,006 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2014.

Based on Trutina Financial's 13F filing for Q2 2014, filed 14 Aug 2014.