Westwood Holdings Group’s NextEra Energy, Inc. 4.872% Corporate Units NEE.PRO Stock Holding History

Westwood Holdings Group’s Portfolio NEE.PRO Stock Details NEE.PRO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-350,980	Closed	-$17M	–	446
2020 Q2	$17M	Sell	350,980 -61,355	-15%	-$3M	0.23%	143
2020 Q1	$19.5M	Sell	412,335 -45,950	-10%	-$2.37M	0.29%	111
2019 Q4	$23.5M	Sell	458,285 -69,950	-13%	-$3.5M	0.25%	135
2019 Q3	$26.5M	Buy	+528,235	New	+$26M	0.29%	108

Other funds holding NEE.PRO

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Westwood Holdings Group's NEE.PRO Position: Q3 2020 in Review

Westwood Holdings Group sold out of NextEra Energy, Inc. 4.872% Corporate Units (NEE.PRO) in Q3 2020, closing a stake of 350,980 shares — an estimated $17M sold.

Westwood Holdings Group first reported a position in NEE.PRO in Q3 2019 and held it in 4 quarters. The position peaked at $26.5M in Q3 2019. 63 funds tracked by Wall St. Rank hold NEE.PRO as of Q3 2020.

Westwood Holdings Group reported no remaining NextEra Energy, Inc. 4.872% Corporate Units position as of Q3 2020 after selling out during the quarter.
Westwood Holdings Group sold 350,980 NextEra Energy, Inc. 4.872% Corporate Units shares in Q3 2020, an estimated $17M.
Westwood Holdings Group first reported a position in NextEra Energy, Inc. 4.872% Corporate Units in Q3 2019 and held it in 4 quarters.
Westwood Holdings Group's NextEra Energy, Inc. 4.872% Corporate Units position peaked at $26.5M in Q3 2019.
63 funds tracked by Wall St. Rank held NextEra Energy, Inc. 4.872% Corporate Units as of Q3 2020.

Based on Westwood Holdings Group's 13F filing for Q3 2020, filed 10 Nov 2020.