Mackay Shields LLC’s NextEra Energy NEE Stock Holding History

Mackay Shields LLC’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
2022 Q2	–	Sell	-282,612	Closed	-$23.9M	–	552
2022 Q1	$23.9M	Sell	282,612 -11,089	-4%	-$889K	0.21%	123
2021 Q4	$27.4M	Sell	293,701 -6,896	-2%	-$596K	0.23%	117
2021 Q3	$23.6M	Sell	300,597 -6,857	-2%	-$553K	0.22%	110
2021 Q2	$22.5M	Sell	307,454 -33,972	-10%	-$2.55M	0.21%	124
2021 Q1	$25.8M	Sell	341,426 -10,871	-3%	-$848K	0.19%	111
2020 Q4	$27.2M	Sell	352,297 -42,115	-11%	-$3.15M	0.19%	115
2020 Q3	$27.4M	Sell	394,412 -62,264	-14%	-$4.3M	0.19%	106
2020 Q2	$27.4M	Buy	456,676 +29,736	+7%	+$1.78M	0.22%	100
2020 Q1	$25.7M	Buy	426,940 +21,112	+5%	+$1.33M	0.24%	95
2019 Q4	$24.6M	Buy	405,828 +51,452	+15%	+$3M	0.17%	145
2019 Q3	$20.6M	Sell	354,376 -33,592	-9%	-$1.82M	0.13%	193
2019 Q2	$19.9M	Sell	387,968 -51,000	-12%	-$2.51M	0.14%	172
2019 Q1	$21.2M	Buy	438,968 +61,548	+16%	+$2.81M	0.15%	157
2018 Q4	$16.4M	Sell	377,420 -170,320	-31%	-$7.45M	0.13%	186
2018 Q3	$22.9M	Buy	547,740 +156,700	+40%	+$6.67M	0.18%	162
2018 Q2	$16.3M	Sell	391,040 -123,416	-24%	-$4.98M	0.11%	228
2018 Q1	$21M	Buy	+514,456	New	+$19.8M	0.13%	193

Other funds holding NEE

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Mackay Shields LLC's NEE Position: Q2 2022 in Review

Mackay Shields LLC sold out of NextEra Energy (NEE) in Q2 2022, closing a stake of 282,612 shares — an estimated $23.9M sold.

Mackay Shields LLC first reported a position in NEE in Q1 2018 and held it in 17 quarters. The position peaked at $27.4M in Q4 2021. 2,311 funds tracked by Wall St. Rank hold NEE as of Q2 2022.

Mackay Shields LLC reported no remaining NextEra Energy position as of Q2 2022 after selling out during the quarter.
Mackay Shields LLC sold 282,612 NextEra Energy shares in Q2 2022, an estimated $23.9M.
Mackay Shields LLC first reported a position in NextEra Energy in Q1 2018 and held it in 17 quarters.
Mackay Shields LLC's NextEra Energy position peaked at $27.4M in Q4 2021.
2,311 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2022.

Based on Mackay Shields LLC's 13F filing for Q2 2022, filed 3 Aug 2022.