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Pendal Group’s NextEra Energy NEE Stock Holding History

Pendal Group’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
Q4 		$370K Buy
4,420
+42
+1% +$3.39K ﹤0.01% 408
2022
Q3 		$343K Sell
4,378
-265
-6% -$22.5K ﹤0.01% 382
2022
Q2 		$360K Sell
4,643
-400
-8% -$30.5K ﹤0.01% 390
2022
Q1 		$427K Sell
5,043
-26
-0.5% -$2.08K ﹤0.01% 420
2021
Q4 		$473K Sell
5,069
-4,285
-46% -$370K ﹤0.01% 429
2021
Q3 		$735K Buy
9,354
+3,515
+60% +$283K 0.01% 364
2021
Q2 		$428K Sell
5,839
-3,824
-40% -$287K ﹤0.01% 426
2021
Q1 		$731K Buy
9,663
+692
+8% +$54K 0.01% 361
2020
Q4 		$692K Sell
8,971
-65
-0.7% -$4.86K 0.01% 344
2020
Q3 		$627K Buy
9,036
+504
+6% +$34.8K 0.01% 298
2020
Q2 		$512K Sell
8,532
-1,367,088
-99% -$81.8M 0.01% 316
2020
Q1 		$82.8M Sell
1,375,620
-382,932
-22% -$24.1M 1.41% 19
2019
Q4 		$106M Sell
1,758,552
-113,652
-6% -$6.64M 1.4% 17
2019
Q3 		$109M Buy
1,872,204
+91,704
+5% +$4.96M 1.42% 16
2019
Q2 		$80M Buy
1,780,500
+8,044
+0.5% +$396K 1.11% 27
2019
Q1 		$85.7M Sell
1,772,456
-373,052
-17% -$17.1M 1.18% 29
2018
Q4 		$81.2M Sell
2,145,508
-39,792
-2% -$1.74M 1.29% 19
2018
Q3 		$91.6M Sell
2,185,300
-432,164
-17% -$18.4M 1.24% 23
2018
Q2 		$109M Sell
2,617,464
-113,280
-4% -$4.57M 1.41% 18
2018
Q1 		$112M Buy
2,730,744
+86,852
+3% +$3.35M 1.43% 20
2017
Q4 		$103M Sell
2,643,892
-84,992
-3% -$3.28M 1.34% 24
2017
Q3 		$100M Sell
2,728,884
-17,524
-0.6% -$642K 1.3% 26
2017
Q2 		$96.2M Buy
+2,746,408
New +$93.9M 1.39% 17

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Pendal Group's NEE Position: Q4 2022 in Review

Pendal Group increased its NextEra Energy (NEE) stake by 0.96% in Q4 2022, buying an estimated $3.39K and bringing the position to 4,420 shares worth $370K. The position accounts for ﹤0.01% of the portfolio, ranked #408.

Pendal Group first reported a position in NEE in Q2 2017 and has held it in 23 quarters since. The position peaked at $112M in Q1 2018. 2,471 funds tracked by Wall St. Rank hold NEE as of Q4 2022.

  • Pendal Group held 4,420 shares of NextEra Energy worth $370K as of Q4 2022.
  • Pendal Group bought 42 NextEra Energy shares in Q4 2022, an estimated $3.39K.
  • NextEra Energy made up ﹤0.01% of Pendal Group's portfolio in Q4 2022, its #408 holding.
  • Pendal Group first reported a position in NextEra Energy in Q2 2017 and has held it in 23 quarters since.
  • Pendal Group's NextEra Energy position peaked at $112M in Q1 2018.
  • 2,471 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2022.

Based on Pendal Group's 13F filing for Q4 2022, filed 19 Jan 2023.