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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
-19,943
Closed -$1.12M 8239
2022
Q2
$1.12M Sell
19,943
-58,905
-75% -$3.31M ﹤0.01% 4943
2022
Q1
$4.86M Sell
78,848
-110,214
-58% -$6.51M ﹤0.01% 3716
2021
Q4
$12.8M Buy
189,062
+135,341
+252% +$8.6M ﹤0.01% 2652
2021
Q3
$3.14M Sell
53,721
-146,945
-73% -$8.84M ﹤0.01% 4182
2021
Q2
$11.2M Buy
200,666
+182,187
+986% +$10.4M ﹤0.01% 2850
2021
Q1
$1.06M Sell
18,479
-84,200
-82% -$4.99M ﹤0.01% 4695
2020
Q4
$6.03M Buy
102,679
+2,316
+2% +$134K ﹤0.01% 3058
2020
Q3
$5.46M Buy
100,363
+13,952
+16% +$760K ﹤0.01% 2637
2020
Q2
$4.19M Buy
86,411
+27,257
+46% +$1.33M ﹤0.01% 2852
2020
Q1
$2.95M Buy
59,154
+47,639
+414% +$2.45M ﹤0.01% 2991
2019
Q4
$588K Buy
+11,515
New +$577K ﹤0.01% 4837

Morgan Stanley's NEE.PRO Position: Q3 2022 in Review

Morgan Stanley sold out of NextEra Energy, Inc. 4.872% Corporate Units (NEE.PRO) in Q3 2022, closing a stake of 19,943 shares — an estimated $1.12M sold.

Morgan Stanley first reported a position in NEE.PRO in Q4 2019 and held it in 11 quarters. The position peaked at $12.8M in Q4 2021. 0 funds tracked by Wall St. Rank hold NEE.PRO as of Q3 2022.

  • Morgan Stanley reported no remaining NextEra Energy, Inc. 4.872% Corporate Units position as of Q3 2022 after selling out during the quarter.
  • Morgan Stanley sold 19,943 NextEra Energy, Inc. 4.872% Corporate Units shares in Q3 2022, an estimated $1.12M.
  • Morgan Stanley first reported a position in NextEra Energy, Inc. 4.872% Corporate Units in Q4 2019 and held it in 11 quarters.
  • Morgan Stanley's NextEra Energy, Inc. 4.872% Corporate Units position peaked at $12.8M in Q4 2021.
  • 0 funds tracked by Wall St. Rank held NextEra Energy, Inc. 4.872% Corporate Units as of Q3 2022.

Based on Morgan Stanley's 13F filing for Q3 2022, filed 14 Nov 2022.