Marshall Wace North America’s NextEra Energy NEE Stock Holding History

Marshall Wace North America’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	$29.9M	Sell	381,309 -236,434	-38%	-$19.1M	0.13%	181
2021 Q2	$45.3M	Sell	617,743 -410,652	-40%	-$30.8M	0.19%	116
2021 Q1	$77.8M	Sell	1,028,395 -223,056	-18%	-$17.4M	0.32%	62
2020 Q4	$96.5M	Buy	1,251,451 +458,951	+58%	+$34.3M	0.43%	45
2020 Q3	$55M	Sell	792,500 -1,559,152	-66%	-$108M	0.35%	65
2020 Q2	$141M	Buy	2,351,652 +295,368	+14%	+$17.7M	0.93%	17
2020 Q1	$124M	Buy	+2,056,284	New	+$129M	0.94%	19
2019 Q2	–	Sell	-290,984	Closed	-$14.1M	–	1448
2019 Q1	$14.1M	Sell	290,984 -280,168	-49%	-$12.8M	0.1%	176
2018 Q4	$24.8M	Buy	+571,152	New	+$25M	0.24%	90
2018 Q1	–	Sell	-125,264	Closed	-$4.89M	–	1605
2017 Q4	$4.89M	Buy	+125,264	New	+$4.84M	0.03%	583
2013 Q4	$901K	Buy	+42,080	New	+$887K	0.02%	434

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

Marshall Wace North America's NEE Position: Q3 2021 in Review

Marshall Wace North America reduced its NextEra Energy (NEE) stake by 38% in Q3 2021, selling an estimated $19.1M and leaving 381,309 shares worth $29.9M. The position accounts for 0.13% of the portfolio, ranked #181.

Marshall Wace North America first reported a position in NEE in Q4 2013 and has held it in 11 quarters since. The position peaked at $141M in Q2 2020. 2,156 funds tracked by Wall St. Rank hold NEE as of Q3 2021.

Marshall Wace North America held 381,309 shares of NextEra Energy worth $29.9M as of Q3 2021.
Marshall Wace North America sold 236,434 NextEra Energy shares in Q3 2021, an estimated $19.1M.
NextEra Energy made up 0.13% of Marshall Wace North America's portfolio in Q3 2021, its #181 holding.
Marshall Wace North America first reported a position in NextEra Energy in Q4 2013 and has held it in 11 quarters since.
Marshall Wace North America's NextEra Energy position peaked at $141M in Q2 2020.
2,156 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2021.

Based on Marshall Wace North America's 13F filing for Q3 2021, filed 15 Nov 2021.