OFG
NEE.PRO

OTA Financial Group’s NextEra Energy, Inc. 4.872% Corporate Units NEE.PRO Stock Holding History

OTA Financial Group’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
2022
Q1 		– Sell
-114,007
Closed -$7.76M – 147
2021
Q4 		$7.76M Buy
114,007
+99,150
+667% +$6.3M 5.31% 4
2021
Q3 		$870K Buy
+14,857
New +$894K 1.05% 21

Other funds holding NEE.PRO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
SCM
Shaolin Capital Management Miami, Florida $2.71B AUM 64.83% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return

OTA Financial Group's NEE.PRO Position: Q1 2022 in Review

OTA Financial Group sold out of NextEra Energy, Inc. 4.872% Corporate Units (NEE.PRO) in Q1 2022, closing a stake of 114,007 shares — an estimated $7.76M sold.

OTA Financial Group first reported a position in NEE.PRO in Q3 2021 and held it in 2 quarters. The position peaked at $7.76M in Q4 2021. 56 funds tracked by Wall St. Rank hold NEE.PRO as of Q1 2022.

  • OTA Financial Group reported no remaining NextEra Energy, Inc. 4.872% Corporate Units position as of Q1 2022 after selling out during the quarter.
  • OTA Financial Group sold 114,007 NextEra Energy, Inc. 4.872% Corporate Units shares in Q1 2022, an estimated $7.76M.
  • OTA Financial Group first reported a position in NextEra Energy, Inc. 4.872% Corporate Units in Q3 2021 and held it in 2 quarters.
  • OTA Financial Group's NextEra Energy, Inc. 4.872% Corporate Units position peaked at $7.76M in Q4 2021.
  • 56 funds tracked by Wall St. Rank held NextEra Energy, Inc. 4.872% Corporate Units as of Q1 2022.

Based on OTA Financial Group's 13F filing for Q1 2022, filed 19 Apr 2022.