Western Asset Management Company’s NextEra Energy NEE Stock Holding History

Western Asset Management Company’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
2020 Q3	–	Sell	-92	Closed	-$6K	–	173
2020 Q2	$6K	Buy	92 +36	+64%	+$2.15K	﹤0.01%	47
2020 Q1	$4K	Buy	+56	New	+$3.52K	﹤0.01%	17
2016 Q2	–	Sell	-64	Closed	-$2K	–	47
2016 Q1	$2K	Buy	+64	New	+$1.8K	﹤0.01%	60

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

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

Norges Bank Oslo, Norway $935B AUM

Western Asset Management Company's NEE Position: Q3 2020 in Review

Western Asset Management Company sold out of NextEra Energy (NEE) in Q3 2020, closing a stake of 92 shares — an estimated $6K sold.

Western Asset Management Company first reported a position in NEE in Q1 2016 and held it in 3 quarters. The position peaked at $6K in Q2 2020. 1,910 funds tracked by Wall St. Rank hold NEE as of Q3 2020.

Western Asset Management Company reported no remaining NextEra Energy position as of Q3 2020 after selling out during the quarter.
Western Asset Management Company sold 92 NextEra Energy shares in Q3 2020, an estimated $6K.
Western Asset Management Company first reported a position in NextEra Energy in Q1 2016 and held it in 3 quarters.
Western Asset Management Company's NextEra Energy position peaked at $6K in Q2 2020.
1,910 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2020.

Based on Western Asset Management Company's 13F filing for Q3 2020, filed 12 Nov 2020.