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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 		$685K Buy
29,200
+19,200
+192% +$464K ﹤0.01% 3970
2014
Q2 		$256K Sell
10,000
-1,600
-14% -$38.9K ﹤0.01% 4903
2014
Q1 		$277K Sell
11,600
-21,600
-65% -$489K ﹤0.01% 4838
2013
Q4 		$710K Buy
33,200
+16,400
+98% +$346K ﹤0.01% 3929
2013
Q3 		$337K Buy
16,800
+4,800
+40% +$99.1K ﹤0.01% 4577
2013
Q2 		$244K Buy
+12,000
New +$238K ﹤0.01% 4883

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
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
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
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
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.