Abbrea Capital’s NextEra Energy NEE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$3.6M Sell
50,765
-336
-0.7% -$23.8K 0.48% 46
2024
Q1
$3.27M Sell
51,101
-395
-0.8% -$23.1K 0.43% 48
2023
Q4
$3.13M Sell
51,496
-3,726
-7% -$212K 0.45% 48
2023
Q3
$3.16M Buy
55,222
+241
+0.4% +$16.7K 0.5% 45
2023
Q2
$4.08M Buy
54,981
+1,121
+2% +$84.9K 0.63% 39
2023
Q1
$4.15M Buy
53,860
+240
+0.4% +$18.5K 0.7% 35
2022
Q4
$4.48M Sell
53,620
-125
-0.2% -$10.1K 0.81% 32
2022
Q3
$4.21M Sell
53,745
-4,135
-7% -$351K 0.8% 30
2022
Q2
$4.48M Sell
57,880
-515
-0.9% -$39.2K 0.75% 34
2022
Q1
$4.95M Buy
58,395
+340
+0.6% +$27.2K 0.69% 35
2021
Q4
$5.42M Buy
58,055
+406
+0.7% +$35.1K 0.73% 30
2021
Q3
$4.53M Sell
57,649
-45
-0.1% -$3.63K 0.68% 32
2021
Q2
$4.23M Buy
57,694
+185
+0.3% +$13.9K 0.63% 36
2021
Q1
$4.35M Sell
57,509
-643
-1% -$50.2K 0.72% 33
2020
Q4
$4.49M Sell
58,152
-1,732
-3% -$130K 0.8% 29
2020
Q3
$4.16M Sell
59,884
-296
-0.5% -$20.4K 0.88% 26
2020
Q2
$3.61M Sell
60,180
-1,040
-2% -$62.2K 0.82% 31
2020
Q1
$3.68M Sell
61,220
-220
-0.4% -$13.8K 0.98% 28
2019
Q4
$3.72M Sell
61,440
-840
-1% -$49K 0.79% 38
2019
Q3
$3.63M Buy
62,280
+476
+0.8% +$25.8K 0.84% 37
2019
Q2
$3.17M Sell
61,804
-1,400
-2% -$68.9K 0.78% 41
2019
Q1
$3.06M Buy
63,204
+2,892
+5% +$132K 0.88% 36
2018
Q4
$2.62M Sell
60,312
-1,040
-2% -$45.5K 0.86% 39
2018
Q3
$2.57M Sell
61,352
-1,360
-2% -$57.9K 0.76% 40
2018
Q2
$2.62M Sell
62,712
-48
-0.1% -$1.94K 0.82% 39
2018
Q1
$2.56M Sell
62,760
-4,600
-7% -$177K 0.83% 39
2017
Q4
$2.63M Sell
67,360
-1,288
-2% -$49.7K 0.9% 38
2017
Q3
$2.52M Sell
68,648
-1,460
-2% -$53.5K 0.93% 32
2017
Q2
$2.46M Sell
70,108
-24
-0% -$820 0.98% 30
2017
Q1
$2.25M Buy
70,132
+6,680
+11% +$210K 0.92% 34
2016
Q4
$1.9M Buy
+63,452
New +$1.9M 0.89% 34

Other funds holding NEE

Abbrea Capital's NEE Position: Q2 2024 in Review

Abbrea Capital reduced its NextEra Energy (NEE) stake by 0.66% in Q2 2024, selling an estimated $23.8K and leaving 50,765 shares worth $3.6M. The position accounts for 0.48% of the portfolio, ranked #46.

Abbrea Capital first reported a position in NEE in Q4 2016 and has held it in 31 quarters since. The position peaked at $5.42M in Q4 2021. 2,541 funds tracked by Wall St. Rank hold NEE as of Q2 2024.

  • Abbrea Capital held 50,765 shares of NextEra Energy worth $3.6M as of Q2 2024.
  • Abbrea Capital sold 336 NextEra Energy shares in Q2 2024, an estimated $23.8K.
  • NextEra Energy made up 0.48% of Abbrea Capital's portfolio in Q2 2024, its #46 holding.
  • Abbrea Capital first reported a position in NextEra Energy in Q4 2016 and has held it in 31 quarters since.
  • Abbrea Capital's NextEra Energy position peaked at $5.42M in Q4 2021.
  • 2,541 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2024.

Based on Abbrea Capital's 13F filing for Q2 2024, filed 8 Aug 2024.