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Sun Life Financial’s NextEra Energy NEE Stock Holding History

Sun Life Financial’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
-1,182
Closed -$89K – 354
2021
Q1 		$89K Buy
1,182
+21
+2% +$1.64K 0.01% 149
2020
Q4 		$90K Sell
1,161
-11
-0.9% -$823 0.01% 140
2020
Q3 		$81K Buy
1,172
+12
+1% +$828 0.01% 143
2020
Q2 		$70K Sell
1,160
-8
-0.7% -$479 0.01% 136
2020
Q1 		$70K Buy
1,168
+16
+1% +$1.01K 0.02% 124
2019
Q4 		$70K Sell
1,152
-440
-28% -$25.7K 0.02% 134
2019
Q3 		$93K Buy
1,592
+44
+3% +$2.38K 0.02% 242
2019
Q2 		$79K Sell
1,548
-1,716
-53% -$84.4K 0.02% 257
2019
Q1 		$158K Sell
3,264
-1,956
-37% -$89.4K 0.03% 220
2018
Q4 		$227K Buy
5,220
+48
+0.9% +$2.1K 0.05% 175
2018
Q3 		$217K Buy
5,172
+68
+1% +$2.9K 0.04% 221
2018
Q2 		$213K Buy
5,104
+3,704
+265% +$150K 0.03% 215
2018
Q1 		$2.14K Sell
1,400
-2,716
-66% -$105K 0.02% 212
2017
Q4 		$161K Sell
4,116
-9,648
-70% -$372K 0.02% 160
2017
Q3 		$504K Buy
13,764
+76
+0.6% +$2.78K 0.05% 138
2017
Q2 		$480K Buy
13,688
+13,560
+10,594% +$463K 0.05% 126
2017
Q1 		$253 Buy
128
+8
+7% +$252 ﹤0.01% 243
2016
Q4 		$251 Buy
+120
New +$3.59K ﹤0.01% 191

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sun Life Financial's NEE Position: Q2 2021 in Review

Sun Life Financial sold out of NextEra Energy (NEE) in Q2 2021, closing a stake of 1,182 shares — an estimated $89K sold.

Sun Life Financial first reported a position in NEE in Q4 2016 and held it in 18 quarters. The position peaked at $504K in Q3 2017. 2,144 funds tracked by Wall St. Rank hold NEE as of Q2 2021.

  • Sun Life Financial reported no remaining NextEra Energy position as of Q2 2021 after selling out during the quarter.
  • Sun Life Financial sold 1,182 NextEra Energy shares in Q2 2021, an estimated $89K.
  • Sun Life Financial first reported a position in NextEra Energy in Q4 2016 and held it in 18 quarters.
  • Sun Life Financial's NextEra Energy position peaked at $504K in Q3 2017.
  • 2,144 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2021.

Based on Sun Life Financial's 13F filing for Q2 2021, filed 10 Aug 2021.