Waddell & Reed Financial’s NextEra Energy NEE Stock Holding History

Waddell & Reed Financial’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 Q1	$135M	Sell	1,787,309 -182,831	-9%	-$14.3M	0.28%	102
2020 Q4	$152M	Sell	1,970,140 -109,212	-5%	-$8.17M	0.32%	81
2020 Q3	$144M	Buy	2,079,352 +141,044	+7%	+$9.74M	0.35%	69
2020 Q2	$116M	Buy	1,938,308 +346,724	+22%	+$20.8M	0.3%	90
2020 Q1	$95.7M	Sell	1,591,584 -229,912	-13%	-$14.5M	0.31%	92
2019 Q4	$110M	Sell	1,821,496 -403,868	-18%	-$23.6M	0.27%	107
2019 Q3	$130M	Buy	2,225,364 +861,192	+63%	+$46.6M	0.34%	78
2019 Q2	$69.9M	Buy	1,364,172 +271,952	+25%	+$13.4M	0.17%	159
2019 Q1	$52.8M	Sell	1,092,220 -383,916	-26%	-$17.6M	0.13%	198
2018 Q4	$64.1M	Sell	1,476,136 -49,932	-3%	-$2.18M	0.18%	154
2018 Q3	$63.9M	Buy	1,526,068 +461,116	+43%	+$19.6M	0.14%	178
2018 Q2	$44.5M	Buy	+1,064,952	New	+$43M	0.1%	228

Other funds holding NEE

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Waddell & Reed Financial's NEE Position: Q1 2021 in Review

Waddell & Reed Financial reduced its NextEra Energy (NEE) stake by 9.3% in Q1 2021, selling an estimated $14.3M and leaving 1,787,309 shares worth $135M. The position accounts for 0.28% of the portfolio, ranked #102.

Waddell & Reed Financial first reported a position in NEE in Q2 2018 and has held it in 12 quarters since. The position peaked at $152M in Q4 2020. 2,149 funds tracked by Wall St. Rank hold NEE as of Q1 2021.

Waddell & Reed Financial held 1,787,309 shares of NextEra Energy worth $135M as of Q1 2021.
Waddell & Reed Financial sold 182,831 NextEra Energy shares in Q1 2021, an estimated $14.3M.
NextEra Energy made up 0.28% of Waddell & Reed Financial's portfolio in Q1 2021, its #102 holding.
Waddell & Reed Financial first reported a position in NextEra Energy in Q2 2018 and has held it in 12 quarters since.
Waddell & Reed Financial's NextEra Energy position peaked at $152M in Q4 2020.
2,149 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2021.

Based on Waddell & Reed Financial's 13F filing for Q1 2021, filed 12 May 2021.