UBS Group’s NextEra Energy, Inc. 5.279% Corporate Units NEE.PRP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-5,827
Closed -$295K 11364
2022
Q4
$295K Buy
5,827
+1,951
+50% +$97.8K ﹤0.01% 5143
2022
Q3
$193K Buy
+3,876
New +$202K ﹤0.01% 5118
2022
Q2
Sell
-1,130
Closed -$59K 11450
2022
Q1
$59K Buy
1,130
+338
+43% +$17.2K ﹤0.01% 6342
2021
Q4
$45K Sell
792
-1,161
-59% -$63.2K ﹤0.01% 7021
2021
Q3
$100K Buy
1,953
+1,753
+877% +$91.6K ﹤0.01% 5835
2021
Q2
$10K Hold
200
﹤0.01% 8087
2021
Q1
$10K Hold
200
﹤0.01% 7958
2020
Q4
$10K Hold
200
﹤0.01% 7519
2020
Q3
$9K Hold
200
﹤0.01% 6974
2020
Q2
$8K Sell
200
-428
-68% -$18.5K ﹤0.01% 7172
2020
Q1
$28K Buy
+628
New +$26.3K ﹤0.01% 6278

UBS Group's NEE.PRP Position: Q1 2023 in Review

UBS Group sold out of NextEra Energy, Inc. 5.279% Corporate Units (NEE.PRP) in Q1 2023, closing a stake of 5,827 shares — an estimated $295K sold.

UBS Group first reported a position in NEE.PRP in Q1 2020 and held it in 11 quarters. The position peaked at $295K in Q4 2022. 0 funds tracked by Wall St. Rank hold NEE.PRP as of Q1 2023.

  • UBS Group reported no remaining NextEra Energy, Inc. 5.279% Corporate Units position as of Q1 2023 after selling out during the quarter.
  • UBS Group sold 5,827 NextEra Energy, Inc. 5.279% Corporate Units shares in Q1 2023, an estimated $295K.
  • UBS Group first reported a position in NextEra Energy, Inc. 5.279% Corporate Units in Q1 2020 and held it in 11 quarters.
  • UBS Group's NextEra Energy, Inc. 5.279% Corporate Units position peaked at $295K in Q4 2022.
  • 0 funds tracked by Wall St. Rank held NextEra Energy, Inc. 5.279% Corporate Units as of Q1 2023.

Based on UBS Group's 13F filing for Q1 2023, filed 12 May 2023.