Valley National Bancorp’s NextEra Energy NEE Stock Holding History

Valley National Bancorp’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	$899K	Sell	33,824 -348	-1%	-$8.79K	1.1%	23
2014 Q3	$802K	Sell	34,172 -820	-2%	-$19.8K	0.93%	28
2014 Q2	$897K	Hold	34,992	–	–	1.05%	27
2014 Q1	$836K	Sell	34,992 -600	-2%	-$13.6K	1.1%	28
2013 Q4	$762K	Buy	+35,592	New	+$750K	0.75%	45

Other funds holding NEE

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

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

BFA

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

Franklin Resources San Mateo, California $408B AUM 30.18% 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

Valley National Bancorp's NEE Position: Q4 2014 in Review

Valley National Bancorp reduced its NextEra Energy (NEE) stake by 1% in Q4 2014, selling an estimated $8.79K and leaving 33,824 shares worth $899K. The position accounts for 1.1% of the portfolio, ranked #23.

Valley National Bancorp first reported a position in NEE in Q4 2013 and has held it in 5 quarters since. 1,050 funds tracked by Wall St. Rank hold NEE as of Q4 2014.

Valley National Bancorp held 33,824 shares of NextEra Energy worth $899K as of Q4 2014.
Valley National Bancorp sold 348 NextEra Energy shares in Q4 2014, an estimated $8.79K.
NextEra Energy made up 1.1% of Valley National Bancorp's portfolio in Q4 2014, its #23 holding.
Valley National Bancorp first reported a position in NextEra Energy in Q4 2013 and has held it in 5 quarters since.
1,050 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2014.

Based on Valley National Bancorp's 13F filing for Q4 2014, filed 9 Feb 2015.