Ecofin Advisors’s NextEra Energy, Inc. 4.872% Corporate Units NEE.PRO Stock Holding History

Ecofin Advisors’s Portfolio NEE.PRO Stock Details NEE.PRO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	$5.67M	Sell	95,716 -712	-0.7%	-$41.2K	2.37%	16
2020 Q3	$5.22M	Buy	96,428 +529	+0.6%	+$28.8K	2.53%	15
2020 Q2	$4.65M	Buy	95,899 +184	+0.2%	+$8.99K	2.55%	18
2020 Q1	$4.53M	Sell	95,715 -4,456	-4%	-$230K	3.09%	12
2019 Q4	$5.14M	Buy	100,171 +171	+0.2%	+$8.57K	2.45%	13
2019 Q3	$5.01M	Buy	+100,000	New	+$4.92M	2.27%	14

Other funds holding NEE.PRO

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Ecofin Advisors's NEE.PRO Position: Q4 2020 in Review

Ecofin Advisors reduced its NextEra Energy, Inc. 4.872% Corporate Units (NEE.PRO) stake by 0.74% in Q4 2020, selling an estimated $41.2K and leaving 95,716 shares worth $5.67M. The position accounts for 2.37% of the portfolio, ranked #16.

Ecofin Advisors first reported a position in NEE.PRO in Q3 2019 and has held it in 6 quarters since. 60 funds tracked by Wall St. Rank hold NEE.PRO as of Q4 2020.

Ecofin Advisors held 95,716 shares of NextEra Energy, Inc. 4.872% Corporate Units worth $5.67M as of Q4 2020.
Ecofin Advisors sold 712 NextEra Energy, Inc. 4.872% Corporate Units shares in Q4 2020, an estimated $41.2K.
NextEra Energy, Inc. 4.872% Corporate Units made up 2.37% of Ecofin Advisors's portfolio in Q4 2020, its #16 holding.
Ecofin Advisors first reported a position in NextEra Energy, Inc. 4.872% Corporate Units in Q3 2019 and has held it in 6 quarters since.
60 funds tracked by Wall St. Rank held NextEra Energy, Inc. 4.872% Corporate Units as of Q4 2020.

Based on Ecofin Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.