ABLE Financial Group’s NextEra Energy NEE Stock Holding History

ABLE Financial Group’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
2024 Q2	–	Sell	-10,288	Closed	-$658K	–	183
2024 Q1	$658K	Buy	10,288 +1,718	+20%	+$101K	0.26%	73
2023 Q4	$521K	Sell	8,570 -7,320	-46%	-$417K	0.23%	80
2023 Q3	$910K	Buy	15,890 +3,395	+27%	+$235K	0.45%	39
2023 Q2	$927K	Buy	12,495 +2,043	+20%	+$155K	0.48%	47
2023 Q1	$806K	Buy	+10,452	New	+$804K	0.53%	42

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

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ABLE Financial Group's NEE Position: Q2 2024 in Review

ABLE Financial Group sold out of NextEra Energy (NEE) in Q2 2024, closing a stake of 10,288 shares — an estimated $658K sold.

ABLE Financial Group first reported a position in NEE in Q1 2023 and held it in 5 quarters. The position peaked at $927K in Q2 2023. 2,540 funds tracked by Wall St. Rank hold NEE as of Q2 2024.

ABLE Financial Group reported no remaining NextEra Energy position as of Q2 2024 after selling out during the quarter.
ABLE Financial Group sold 10,288 NextEra Energy shares in Q2 2024, an estimated $658K.
ABLE Financial Group first reported a position in NextEra Energy in Q1 2023 and held it in 5 quarters.
ABLE Financial Group's NextEra Energy position peaked at $927K in Q2 2023.
2,540 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2024.

Based on ABLE Financial Group's 13F filing for Q2 2024, filed 26 Jul 2024.