Angeles Investment Advisors’s NextEra Energy NEE Stock Holding History

Angeles Investment Advisors’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	-3,382	Closed	-$216K	–	235
2024 Q1	$216K	Buy	+3,382	New	+$198K	0.01%	202
2023 Q3	–	Sell	-6,148	Closed	-$456K	–	204
2023 Q2	$456K	Buy	6,148 +2,192	+55%	+$166K	0.04%	72
2023 Q1	$305K	Buy	+3,956	New	+$304K	0.03%	104
2022 Q4	–	Sell	-3,070	Closed	-$241K	–	115
2022 Q3	$241K	Buy	+3,070	New	+$260K	0.03%	37

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

Angeles Investment Advisors's NEE Position: Q2 2024 in Review

Angeles Investment Advisors sold out of NextEra Energy (NEE) in Q2 2024, closing a stake of 3,382 shares — an estimated $216K sold.

Angeles Investment Advisors first reported a position in NEE in Q3 2022 and held it in 4 quarters. The position peaked at $456K in Q2 2023. 2,540 funds tracked by Wall St. Rank hold NEE as of Q2 2024.

Angeles Investment Advisors reported no remaining NextEra Energy position as of Q2 2024 after selling out during the quarter.
Angeles Investment Advisors sold 3,382 NextEra Energy shares in Q2 2024, an estimated $216K.
Angeles Investment Advisors first reported a position in NextEra Energy in Q3 2022 and held it in 4 quarters.
Angeles Investment Advisors's NextEra Energy position peaked at $456K in Q2 2023.
2,540 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2024.

Based on Angeles Investment Advisors's 13F filing for Q2 2024, filed 9 Aug 2024.