UBWV
NEE icon

United Bank (West Virginia)’s NextEra Energy NEE Stock Holding History

United Bank (West Virginia)’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
Q4 		– Sell
-8,800
Closed -$206K – 120
2014
Q3 		$206K Hold
8,800
– – 0.08% 106
2014
Q2 		$226K Hold
8,800
– – 0.08% 100
2014
Q1 		$211K Buy
+8,800
New +$199K 0.08% 109

Other funds holding NEE

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

United Bank (West Virginia)'s NEE Position: Q4 2014 in Review

United Bank (West Virginia) sold out of NextEra Energy (NEE) in Q4 2014, closing a stake of 8,800 shares — an estimated $206K sold.

United Bank (West Virginia) first reported a position in NEE in Q1 2014 and held it in 3 quarters. The position peaked at $226K in Q2 2014. 1,050 funds tracked by Wall St. Rank hold NEE as of Q4 2014.

  • United Bank (West Virginia) reported no remaining NextEra Energy position as of Q4 2014 after selling out during the quarter.
  • United Bank (West Virginia) sold 8,800 NextEra Energy shares in Q4 2014, an estimated $206K.
  • United Bank (West Virginia) first reported a position in NextEra Energy in Q1 2014 and held it in 3 quarters.
  • United Bank (West Virginia)'s NextEra Energy position peaked at $226K in Q2 2014.
  • 1,050 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2014.

Based on United Bank (West Virginia)'s 13F filing for Q4 2014, filed 10 Feb 2015.