UOC
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UBS O'Connor’s NextEra Energy NEE Stock Holding History

UBS O'Connor’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
2025
Q4 		$8.77M Buy
+109,300
New +$9.05M 0.26% 34
2022
Q4 		– Sell
-53,062
Closed -$4.16M – 225
2022
Q3 		$4.16M Sell
53,062
-105,856
-67% -$8.98M 0.05% 346
2022
Q2 		$12.3M Buy
+158,918
New +$12.1M 0.13% 81
2021
Q3 		– Sell
-100,000
Closed -$7.33M – 981
2021
Q2 		$7.33M Buy
+100,000
New +$7.5M 0.07% 147
2020
Q4 		– Sell
-24,000
Closed -$1.67M – 641
2020
Q3 		$1.67M Buy
24,000
+4,000
+20% +$276K 0.04% 193
2020
Q2 		$1.2M Buy
+20,000
New +$1.2M 0.03% 261
2015
Q3 		– Sell
-811,244
Closed -$19.9M – 667
2015
Q2 		$19.9M Buy
811,244
+649,836
+403% +$16.5M 0.35% 75
2015
Q1 		$4.2M Buy
161,408
+6,896
+4% +$182K 0.09% 228
2014
Q4 		$4.11M Sell
154,512
-243,160
-61% -$6.14M 0.07% 211
2014
Q3 		$9.33M Sell
397,672
-315,328
-44% -$7.61M 0.16% 164
2014
Q2 		$18.3M Buy
713,000
+105,084
+17% +$2.56M 0.12% 88
2014
Q1 		$14.5M Sell
607,916
-364,884
-38% -$8.27M 0.28% 124
2013
Q4 		$20.8M Buy
972,800
+372,800
+62% +$7.86M 0.38% 95
2013
Q3 		$12M Buy
600,000
+39,996
+7% +$825K 0.25% 124
2013
Q2 		$11.4M Buy
+560,004
New +$11.1M 0.22% 140

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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