Wilmington Trust’s NextEra Energy NEE Stock Holding History

Wilmington Trust’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	$12.2M	Buy	476,380 +20,228	+4%	+$492K	0.2%	92
2014 Q1	$10.9M	Sell	456,152 -20,488	-4%	-$464K	0.19%	90
2013 Q4	$10.2M	Buy	476,640 +5,088	+1%	+$107K	0.17%	97
2013 Q3	$9.45M	Sell	471,552 -22,764	-5%	-$470K	0.17%	96
2013 Q2	$10.1M	Buy	+494,316	New	+$9.81M	0.2%	91

Other funds holding NEE

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

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 18.13% 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's NEE Position: Q2 2014 in Review

Wilmington Trust increased its NextEra Energy (NEE) stake by 4.4% in Q2 2014, buying an estimated $492K and bringing the position to 476,380 shares worth $12.2M. The position accounts for 0.2% of the portfolio, ranked #92.

Wilmington Trust first reported a position in NEE in Q2 2013 and has held it in 5 quarters since. 1,006 funds tracked by Wall St. Rank hold NEE as of Q2 2014.

Wilmington Trust held 476,380 shares of NextEra Energy worth $12.2M as of Q2 2014.
Wilmington Trust bought 20,228 NextEra Energy shares in Q2 2014, an estimated $492K.
NextEra Energy made up 0.2% of Wilmington Trust's portfolio in Q2 2014, its #92 holding.
Wilmington Trust first reported a position in NextEra Energy in Q2 2013 and has held it in 5 quarters since.
1,006 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2014.

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