British Steel Pension Fund’s NextEra Energy NEE Stock Holding History

British Steel Pension Fund’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
2021 Q3	$26.1M	Hold	332,000	–	–	6.36%	3
2021 Q2	$24.3M	Hold	332,000	–	–	5.67%	4
2021 Q1	$25.7M	Buy	332,000 +246,000	+286%	+$19.2M	5.75%	6
2020 Q4	$20.7M	Sell	86,000 -258,000	-75%	-$19.3M	5.31%	5
2020 Q3	$20.7M	Hold	344,000	–	–	5.31%	5
2020 Q2	$20.7M	Hold	344,000	–	–	5.31%	5
2020 Q1	$20.7M	Sell	344,000 -208,000	-38%	-$13.1M	5.89%	6
2019 Q4	$33.4M	Hold	552,000	–	–	6.03%	3
2019 Q3	$32.2M	Hold	552,000	–	–	5.79%	4
2019 Q2	$28.3M	Sell	552,000 -215,428	-28%	-$10.6M	4.27%	5
2019 Q1	$37.1M	Sell	767,428 -49,632	-6%	-$2.27M	6.49%	3
2018 Q4	$34.2M	Buy	+817,060	New	+$35.7M	5.83%	2
2018 Q2	$34.5M	Sell	825,472 -32,016	-4%	-$1.29M	5.54%	3
2018 Q1	$33.5M	Hold	857,488	–	–	3.91%	3
2017 Q4	$33.5M	Hold	857,488	–	–	3.91%	3
2017 Q3	$31.4M	Sell	857,488 -14,272	-2%	-$523K	3.79%	3
2017 Q2	$30.5M	Hold	871,760	–	–	3.34%	3
2017 Q1	$28M	Sell	871,760 -5,828	-0.7%	-$183K	3.15%	3
2016 Q4	$26.2M	Hold	877,588	–	–	3.31%	3
2016 Q3	$26.8M	Hold	877,588	–	–	3.45%	3
2016 Q2	$28.6M	Sell	877,588 -58,776	-6%	-$1.76M	3.98%	2
2016 Q1	$27.7M	Sell	936,364 -202,984	-18%	-$5.7M	2.79%	2
2015 Q4	$29.6M	Buy	+1,139,348	New	+$28.8M	2.98%	2
2015 Q2	$28.1M	Hold	1,148,396	–	–	2.69%	4
2015 Q1	$29.9M	Sell	1,148,396 -108,000	-9%	-$2.85M	2.88%	5
2014 Q4	$33.4M	Hold	1,256,396	–	–	3.21%	3
2014 Q3	$29.5M	Sell	1,256,396 -10,160	-0.8%	-$245K	2.94%	4
2014 Q2	$32.4M	Sell	1,266,556 -180,000	-12%	-$4.38M	3.06%	4
2014 Q1	$34.6M	Sell	1,446,556 -11,472	-0.8%	-$260K	3.46%	2
2013 Q4	$31.2M	Sell	1,458,028 -11,368	-0.8%	-$240K	3.05%	2
2013 Q3	$29.4M	Hold	1,469,396	–	–	3.05%	2
2013 Q2	$29.9M	Buy	+1,469,396	New	+$29.2M	3.09%	1

Other funds holding NEE

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

British Steel Pension Fund's NEE Position: Q3 2021 in Review

British Steel Pension Fund held its NextEra Energy (NEE) position steady in Q3 2021 at 332,000 shares worth $26.1M. The position accounts for 6.36% of the portfolio, ranked #3.

British Steel Pension Fund first reported a position in NEE in Q2 2013 and has held it in 32 quarters since. The position peaked at $37.1M in Q1 2019. 2,156 funds tracked by Wall St. Rank hold NEE as of Q3 2021.

British Steel Pension Fund held 332,000 shares of NextEra Energy worth $26.1M as of Q3 2021.
British Steel Pension Fund left its NextEra Energy share count unchanged in Q3 2021.
NextEra Energy made up 6.36% of British Steel Pension Fund's portfolio in Q3 2021, its #3 holding.
British Steel Pension Fund first reported a position in NextEra Energy in Q2 2013 and has held it in 32 quarters since.
British Steel Pension Fund's NextEra Energy position peaked at $37.1M in Q1 2019.
2,156 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2021.

Based on British Steel Pension Fund's 13F filing for Q3 2021, filed 29 Nov 2021.