UBS’s NextEra Energy NEE Stock Holding History

UBS’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
2014 Q3	$6.14M	Sell	261,600 -123,200	-32%	-$2.97M	﹤0.01%	1836
2014 Q2	$9.86M	Buy	384,800 +350,800	+1,032%	+$8.53M	0.01%	1388
2014 Q1	$812K	Buy	34,000 +400	+1%	+$9.06K	﹤0.01%	3701
2013 Q4	$719K	Buy	33,600 +3,200	+11%	+$67.5K	﹤0.01%	3919
2013 Q3	$609K	Sell	30,400 -18,000	-37%	-$372K	﹤0.01%	3915
2013 Q2	$986K	Buy	+48,400	New	+$960K	﹤0.01%	3359

Other funds holding NEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS's NEE Position: Q3 2014 in Review

UBS increased its NextEra Energy (NEE) stake by 2.4% in Q3 2014, buying an estimated $7.49M and bringing the position to 13,035,140 shares worth $306M. The position accounts for 0.23% of the portfolio, ranked #84.

UBS first reported a position in NEE in Q2 2013 and has held it in 6 quarters since. The position peaked at $326M in Q2 2014. 997 funds tracked by Wall St. Rank hold NEE as of Q3 2014.

UBS held 13,035,140 shares of NextEra Energy worth $306M as of Q3 2014.
UBS bought 310,068 NextEra Energy shares in Q3 2014, an estimated $7.49M.
NextEra Energy made up 0.23% of UBS's portfolio in Q3 2014, its #84 holding.
UBS first reported a position in NextEra Energy in Q2 2013 and has held it in 6 quarters since.
UBS's NextEra Energy position peaked at $326M in Q2 2014.
997 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2014.

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