Abeille Asset Management’s NextEra Energy NEE Stock Holding History

Abeille Asset Management’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 Q4	$31.6M	Sell	357,918 -115,964	-24%	-$9.37M	1.12%	37
2022 Q3	$37.2M	Sell	473,882 -10,859	-2%	-$921K	1.44%	25
2022 Q2	$37.5M	Sell	484,741 -6,021	-1%	-$458K	1.33%	28
2022 Q1	$41.6M	Buy	490,762 +462,403	+1,631%	+$37.1M	1.19%	34
2021 Q4	$2.65M	Buy	+28,359	New	+$2.45M	0.61%	23

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Abeille Asset Management's NEE Position: Q4 2022 in Review

Abeille Asset Management reduced its NextEra Energy (NEE) stake by 24% in Q4 2022, selling an estimated $9.37M and leaving 357,918 shares worth $31.6M. The position accounts for 1.12% of the portfolio, ranked #37.

Abeille Asset Management first reported a position in NEE in Q4 2021 and has held it in 5 quarters since. The position peaked at $41.6M in Q1 2022. 2,471 funds tracked by Wall St. Rank hold NEE as of Q4 2022.

Abeille Asset Management held 357,918 shares of NextEra Energy worth $31.6M as of Q4 2022.
Abeille Asset Management sold 115,964 NextEra Energy shares in Q4 2022, an estimated $9.37M.
NextEra Energy made up 1.12% of Abeille Asset Management's portfolio in Q4 2022, its #37 holding.
Abeille Asset Management first reported a position in NextEra Energy in Q4 2021 and has held it in 5 quarters since.
Abeille Asset Management's NextEra Energy position peaked at $41.6M in Q1 2022.
2,471 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2022.

Based on Abeille Asset Management's 13F filing for Q4 2022, filed 20 Jan 2023.