OPSEU Pension Plan Trust Fund’s NextEra Energy NEE Stock Holding History

OPSEU Pension Plan Trust 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 Q2	–	Sell	-13,255	Closed	-$1.01M	–	294
2021 Q1	$1.01M	Buy	13,255 +446	+3%	+$34.8K	0.26%	170
2020 Q4	$974K	Sell	12,809 -59	-0.5%	-$4.41K	0.28%	165
2020 Q3	$906K	Buy	12,868 +1,536	+14%	+$106K	0.28%	151
2020 Q2	$677K	Sell	11,332 -19,920	-64%	-$1.19M	0.23%	191
2020 Q1	$1.79M	Buy	+31,252	New	+$1.96M	0.69%	18

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

OPSEU Pension Plan Trust Fund's NEE Position: Q2 2021 in Review

OPSEU Pension Plan Trust Fund sold out of NextEra Energy (NEE) in Q2 2021, closing a stake of 13,255 shares — an estimated $1.01M sold.

OPSEU Pension Plan Trust Fund first reported a position in NEE in Q1 2020 and held it in 5 quarters. The position peaked at $1.79M in Q1 2020. 2,144 funds tracked by Wall St. Rank hold NEE as of Q2 2021.

OPSEU Pension Plan Trust Fund reported no remaining NextEra Energy position as of Q2 2021 after selling out during the quarter.
OPSEU Pension Plan Trust Fund sold 13,255 NextEra Energy shares in Q2 2021, an estimated $1.01M.
OPSEU Pension Plan Trust Fund first reported a position in NextEra Energy in Q1 2020 and held it in 5 quarters.
OPSEU Pension Plan Trust Fund's NextEra Energy position peaked at $1.79M in Q1 2020.
2,144 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2021.

Based on OPSEU Pension Plan Trust Fund's 13F filing for Q2 2021, filed 11 Aug 2021.