UBS AM
NEE.PRR

UBS AM’s NextEra Energy, Inc. 6.926% Corporate Units NEE.PRR Stock Holding History

UBS AM’s Portfolio NEE.PRR Stock Details NEE.PRR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-10,000
Closed -$415K – 2833
2024
Q2 		$415K Buy
+10,000
New +$422K ﹤0.01% 2670

Other funds holding NEE.PRR

VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
ACM
Advent Capital Management New York $3.63B AUM 0.29% 1-Year Est. Return

UBS AM's NEE.PRR Position: Q3 2024 in Review

UBS AM sold out of NextEra Energy, Inc. 6.926% Corporate Units (NEE.PRR) in Q3 2024, closing a stake of 10,000 shares — an estimated $415K sold.

UBS AM first reported a position in NEE.PRR in Q2 2024 and held it in 1 quarter. The position peaked at $415K in Q2 2024. 85 funds tracked by Wall St. Rank hold NEE.PRR as of Q3 2024.

  • UBS AM reported no remaining NextEra Energy, Inc. 6.926% Corporate Units position as of Q3 2024 after selling out during the quarter.
  • UBS AM sold 10,000 NextEra Energy, Inc. 6.926% Corporate Units shares in Q3 2024, an estimated $415K.
  • UBS AM first reported a position in NextEra Energy, Inc. 6.926% Corporate Units in Q2 2024 and held it in 1 quarter.
  • UBS AM's NextEra Energy, Inc. 6.926% Corporate Units position peaked at $415K in Q2 2024.
  • 85 funds tracked by Wall St. Rank held NextEra Energy, Inc. 6.926% Corporate Units as of Q3 2024.

Based on UBS AM's 13F filing for Q3 2024, filed 14 Nov 2024.