Shikiar Asset Management’s NextEra Energy, Inc. 4.872% Corporate Units NEE.PRO Stock Holding History

Shikiar Asset Management’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
2021 Q2	–	Sell	-3,855	Closed	-$221K	–	114
2021 Q1	$221K	Sell	3,855 -2,130	-36%	-$126K	0.07%	83
2020 Q4	$354K	Sell	5,985 -1,930	-24%	-$112K	0.13%	61
2020 Q3	$429K	Buy	7,915 +270	+4%	+$14.7K	0.16%	60
2020 Q2	$371K	Buy	7,645 +2,695	+54%	+$132K	0.17%	62
2020 Q1	$234K	Buy	4,950 +150	+3%	+$7.73K	0.16%	71
2019 Q4	$246K	Buy	+4,800	New	+$241K	0.08%	83

Other funds holding NEE.PRO

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Shikiar Asset Management's NEE.PRO Position: Q2 2021 in Review

Shikiar Asset Management sold out of NextEra Energy, Inc. 4.872% Corporate Units (NEE.PRO) in Q2 2021, closing a stake of 3,855 shares — an estimated $221K sold.

Shikiar Asset Management first reported a position in NEE.PRO in Q4 2019 and held it in 6 quarters. The position peaked at $429K in Q3 2020. 61 funds tracked by Wall St. Rank hold NEE.PRO as of Q2 2021.

Shikiar Asset Management reported no remaining NextEra Energy, Inc. 4.872% Corporate Units position as of Q2 2021 after selling out during the quarter.
Shikiar Asset Management sold 3,855 NextEra Energy, Inc. 4.872% Corporate Units shares in Q2 2021, an estimated $221K.
Shikiar Asset Management first reported a position in NextEra Energy, Inc. 4.872% Corporate Units in Q4 2019 and held it in 6 quarters.
Shikiar Asset Management's NextEra Energy, Inc. 4.872% Corporate Units position peaked at $429K in Q3 2020.
61 funds tracked by Wall St. Rank held NextEra Energy, Inc. 4.872% Corporate Units as of Q2 2021.

Based on Shikiar Asset Management's 13F filing for Q2 2021, filed 16 Jul 2021.