Abacus Wealth Partners’s NextEra Energy NEE Stock Holding History

Abacus Wealth Partners’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
2022 Q1	–	Sell	-2,671	Closed	-$249K	–	110
2021 Q4	$249K	Hold	2,671	–	–	0.09%	95
2021 Q3	$210K	Buy	+2,671	New	+$215K	0.08%	107
2021 Q2	–	Sell	-3,027	Closed	-$229K	–	122
2021 Q1	$229K	Sell	3,027 -123	-4%	-$9.6K	0.16%	96
2020 Q4	$243K	Buy	+3,150	New	+$236K	0.21%	74

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Abacus Wealth Partners's NEE Position: Q1 2022 in Review

Abacus Wealth Partners sold out of NextEra Energy (NEE) in Q1 2022, closing a stake of 2,671 shares — an estimated $249K sold.

Abacus Wealth Partners first reported a position in NEE in Q4 2020 and held it in 4 quarters. The position peaked at $249K in Q4 2021. 2,367 funds tracked by Wall St. Rank hold NEE as of Q1 2022.

Abacus Wealth Partners reported no remaining NextEra Energy position as of Q1 2022 after selling out during the quarter.
Abacus Wealth Partners sold 2,671 NextEra Energy shares in Q1 2022, an estimated $249K.
Abacus Wealth Partners first reported a position in NextEra Energy in Q4 2020 and held it in 4 quarters.
Abacus Wealth Partners's NextEra Energy position peaked at $249K in Q4 2021.
2,367 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2022.

Based on Abacus Wealth Partners's 13F filing for Q1 2022, filed 31 May 2023.