Wilmington Trust Investment Management’s NextEra Energy NEE Stock Holding History

Wilmington Trust Investment 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	$449K	Sell	17,632 -2,468	-12%	-$60K	0.09%	164
2014 Q1	$480K	Sell	20,100 -10,556	-34%	-$239K	0.1%	160
2013 Q4	$656K	Sell	30,656 -2,104	-6%	-$44.4K	0.13%	132
2013 Q3	$657K	Sell	32,760 -2,128	-6%	-$43.9K	0.14%	123
2013 Q2	$710K	Buy	+34,888	New	+$692K	0.15%	111

Other funds holding NEE

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 16.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wilmington Trust Investment Management's NEE Position: Q2 2014 in Review

Wilmington Trust Investment Management reduced its NextEra Energy (NEE) stake by 12% in Q2 2014, selling an estimated $60K and leaving 17,632 shares worth $449K. The position accounts for 0.09% of the portfolio, ranked #164.

Wilmington Trust Investment Management first reported a position in NEE in Q2 2013 and has held it in 5 quarters since. The position peaked at $710K in Q2 2013. 1,006 funds tracked by Wall St. Rank hold NEE as of Q2 2014.

Wilmington Trust Investment Management held 17,632 shares of NextEra Energy worth $449K as of Q2 2014.
Wilmington Trust Investment Management sold 2,468 NextEra Energy shares in Q2 2014, an estimated $60K.
NextEra Energy made up 0.09% of Wilmington Trust Investment Management's portfolio in Q2 2014, its #164 holding.
Wilmington Trust Investment Management first reported a position in NextEra Energy in Q2 2013 and has held it in 5 quarters since.
Wilmington Trust Investment Management's NextEra Energy position peaked at $710K in Q2 2013.
1,006 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2014.

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