U
NEE.PRO

UBS’s NEXTERA ENERGY INC UNITS EXPIRING 09/01/2015 (FL) NEE.PRO Stock Holding History

UBS’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
2014
Q3 		$130K Buy
2,162
+1,004
+87% +$62K ﹤0.01% 5673
2014
Q2 		$76K Buy
1,158
+1,058
+1,058% +$66K ﹤0.01% 6301
2014
Q1 		$6K Sell
100
-603
-86% -$35.7K ﹤0.01% 9458
2013
Q4 		$40K Buy
703
+601
+589% +$33.9K ﹤0.01% 7273
2013
Q3 		$6K Sell
102
-172
-63% -$9.63K ﹤0.01% 9333
2013
Q2 		$16K Buy
+274
New +$15.2K ﹤0.01% 8173

Other funds holding NEE.PRO

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
AIM
Assured Investment Management New York $79.5M AUM 115.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return

UBS's NEE.PRO Position: Q3 2014 in Review

UBS increased its NEXTERA ENERGY INC UNITS EXPIRING 09/01/2015 (FL) (NEE.PRO) stake by 87% in Q3 2014, buying an estimated $62K and bringing the position to 2,162 shares worth $130K. The position accounts for ﹤0.01% of the portfolio, ranked #5673.

UBS first reported a position in NEE.PRO in Q2 2013 and has held it in 6 quarters since. 48 funds tracked by Wall St. Rank hold NEE.PRO as of Q3 2014.

  • UBS held 2,162 shares of NEXTERA ENERGY INC UNITS EXPIRING 09/01/2015 (FL) worth $130K as of Q3 2014.
  • UBS bought 1,004 NEXTERA ENERGY INC UNITS EXPIRING 09/01/2015 (FL) shares in Q3 2014, an estimated $62K.
  • NEXTERA ENERGY INC UNITS EXPIRING 09/01/2015 (FL) made up ﹤0.01% of UBS's portfolio in Q3 2014, its #5673 holding.
  • UBS first reported a position in NEXTERA ENERGY INC UNITS EXPIRING 09/01/2015 (FL) in Q2 2013 and has held it in 6 quarters since.
  • 48 funds tracked by Wall St. Rank held NEXTERA ENERGY INC UNITS EXPIRING 09/01/2015 (FL) as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.