Unigestion Holding’s NextEra Energy NEE Stock Holding History

Unigestion Holding’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
2021 Q2	–	Sell	-14,618	Closed	-$1.1M	–	248
2021 Q1	$1.1M	Buy	14,618 +3,693	+34%	+$288K	0.04%	147
2020 Q4	$843K	Buy	+10,925	New	+$817K	0.03%	154
2020 Q3	–	Sell	-6,324	Closed	-$380K	–	213
2020 Q2	$380K	Sell	6,324 -351,048	-98%	-$21M	0.01%	178
2020 Q1	$21.5M	Buy	+357,372	New	+$22.5M	0.8%	41
2019 Q3	$52.3M	Buy	898,444 +214,888	+31%	+$11.6M	1.45%	22
2019 Q2	$35M	Sell	683,556 -260,040	-28%	-$12.8M	0.93%	42
2019 Q1	$45.6M	Sell	943,596 -313,408	-25%	-$14.3M	1.22%	28
2018 Q4	$54.6M	Buy	1,257,004 +16,072	+1%	+$703K	1.37%	19
2018 Q3	$52M	Buy	1,240,932 +600,064	+94%	+$25.5M	1.1%	26
2018 Q2	$26.8M	Buy	+640,868	New	+$25.9M	0.53%	70

Other funds holding NEE

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Unigestion Holding's NEE Position: Q2 2021 in Review

Unigestion Holding sold out of NextEra Energy (NEE) in Q2 2021, closing a stake of 14,618 shares — an estimated $1.1M sold.

Unigestion Holding first reported a position in NEE in Q2 2018 and held it in 10 quarters. The position peaked at $54.6M in Q4 2018. 2,144 funds tracked by Wall St. Rank hold NEE as of Q2 2021.

Unigestion Holding reported no remaining NextEra Energy position as of Q2 2021 after selling out during the quarter.
Unigestion Holding sold 14,618 NextEra Energy shares in Q2 2021, an estimated $1.1M.
Unigestion Holding first reported a position in NextEra Energy in Q2 2018 and held it in 10 quarters.
Unigestion Holding's NextEra Energy position peaked at $54.6M in Q4 2018.
2,144 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2021.

Based on Unigestion Holding's 13F filing for Q2 2021, filed 29 Jul 2021.