Zions Trust National Association’s NextEra Energy NEE Stock Holding History

Zions Trust National Association’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	$551K	Hold	20,712	–	–	0.79%	18
2014 Q3	$486K	Sell	20,712 -800	-4%	-$19.3K	0.68%	22
2014 Q2	$551K	Buy	21,512 +800	+4%	+$19.5K	0.77%	19
2014 Q1	$495K	Hold	20,712	–	–	0.69%	20
2013 Q4	$443K	Hold	20,712	–	–	0.61%	22
2013 Q3	$415K	Hold	20,712	–	–	0.6%	23
2013 Q2	$421K	Buy	+20,712	New	+$411K	0.59%	21

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 $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 $1.81T AUM 41.13% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 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

Zions Trust National Association's NEE Position: Q4 2014 in Review

Zions Trust National Association held its NextEra Energy (NEE) position steady in Q4 2014 at 20,712 shares worth $551K. The position accounts for 0.79% of the portfolio, ranked #18.

Zions Trust National Association first reported a position in NEE in Q2 2013 and has held it in 7 quarters since. 1,050 funds tracked by Wall St. Rank hold NEE as of Q4 2014.

Zions Trust National Association held 20,712 shares of NextEra Energy worth $551K as of Q4 2014.
Zions Trust National Association left its NextEra Energy share count unchanged in Q4 2014.
NextEra Energy made up 0.79% of Zions Trust National Association's portfolio in Q4 2014, its #18 holding.
Zions Trust National Association first reported a position in NextEra Energy in Q2 2013 and has held it in 7 quarters since.
1,050 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2014.

Based on Zions Trust National Association's 13F filing for Q4 2014, filed 12 Jan 2015.