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Wilmington Funds Management’s NextEra Energy NEE Stock Holding History

Wilmington Funds Management’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 		$342K Sell
13,360
-20,400
-60% -$496K 0.03% 482
2014
Q1 		$807K Hold
33,760
– – 0.09% 243
2013
Q4 		$723K Hold
33,760
– – 0.07% 296
2013
Q3 		$677K Hold
33,760
– – 0.07% 302
2013
Q2 		$688K Buy
+33,760
New +$670K 0.07% 295

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 $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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wilmington Funds Management's NEE Position: Q2 2014 in Review

Wilmington Funds Management reduced its NextEra Energy (NEE) stake by 60% in Q2 2014, selling an estimated $496K and leaving 13,360 shares worth $342K. The position accounts for 0.03% of the portfolio, ranked #482.

Wilmington Funds Management first reported a position in NEE in Q2 2013 and has held it in 5 quarters since. The position peaked at $807K in Q1 2014. 1,006 funds tracked by Wall St. Rank hold NEE as of Q2 2014.

  • Wilmington Funds Management held 13,360 shares of NextEra Energy worth $342K as of Q2 2014.
  • Wilmington Funds Management sold 20,400 NextEra Energy shares in Q2 2014, an estimated $496K.
  • NextEra Energy made up 0.03% of Wilmington Funds Management's portfolio in Q2 2014, its #482 holding.
  • Wilmington Funds Management first reported a position in NextEra Energy in Q2 2013 and has held it in 5 quarters since.
  • Wilmington Funds Management's NextEra Energy position peaked at $807K in Q1 2014.
  • 1,006 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2014.

Based on Wilmington Funds Management's 13F filing for Q2 2014, filed 13 Aug 2014.