Westwood Holdings Group’s NextEra Energy, Inc. 6.926% Corporate Units NEE.PRR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-123,150	Closed	-$4.79M	–	471
2024 Q1	$4.79M	Hold	123,150	–	–	0.04%	261
2023 Q4	$4.72M	Hold	123,150	–	–	0.04%	261
2023 Q3	$4.66M	Hold	123,150	–	–	0.04%	254
2023 Q2	$5.57M	Buy	+123,150	New	+$5.75M	0.05%	245

Other funds holding NEE.PRR

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

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

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

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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

ACM

Advent Capital Management New York $3.63B AUM 0.29% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Westwood Holdings Group's NEE.PRR Position: Q2 2024 in Review

Westwood Holdings Group sold out of NextEra Energy, Inc. 6.926% Corporate Units (NEE.PRR) in Q2 2024, closing a stake of 123,150 shares — an estimated $4.79M sold.

Westwood Holdings Group first reported a position in NEE.PRR in Q2 2023 and held it in 4 quarters. The position peaked at $5.57M in Q2 2023. 82 funds tracked by Wall St. Rank hold NEE.PRR as of Q2 2024.

Westwood Holdings Group reported no remaining NextEra Energy, Inc. 6.926% Corporate Units position as of Q2 2024 after selling out during the quarter.
Westwood Holdings Group sold 123,150 NextEra Energy, Inc. 6.926% Corporate Units shares in Q2 2024, an estimated $4.79M.
Westwood Holdings Group first reported a position in NextEra Energy, Inc. 6.926% Corporate Units in Q2 2023 and held it in 4 quarters.
Westwood Holdings Group's NextEra Energy, Inc. 6.926% Corporate Units position peaked at $5.57M in Q2 2023.
82 funds tracked by Wall St. Rank held NextEra Energy, Inc. 6.926% Corporate Units as of Q2 2024.

Based on Westwood Holdings Group's 13F filing for Q2 2024, filed 13 Aug 2024.