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HoyleCohen’s NextEra Energy NEE Stock Holding History

HoyleCohen’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 		$13.2M Buy
186,559
+693
+0.4% +$49.2K 1% 29
2024
Q1 		$11.9M Buy
185,866
+2,312
+1% +$135K 0.91% 35
2023
Q4 		$11.1M Buy
183,554
+2,697
+1% +$154K 0.91% 32
2023
Q3 		$10.4M Sell
180,857
-2,672
-1% -$185K 0.96% 30
2023
Q2 		$13.6M Sell
183,529
-1,626
-0.9% -$123K 1.2% 20
2023
Q1 		$14.3M Buy
185,155
+1,022
+0.6% +$78.6K 1.33% 18
2022
Q4 		$15.4M Sell
184,133
-1,348
-0.7% -$109K 1.53% 12
2022
Q3 		$14.5M Sell
185,481
-271
-0.1% -$23K 1.59% 14
2022
Q2 		$14.4M Buy
185,752
+1,470
+0.8% +$112K 1.5% 15
2022
Q1 		$15.6M Buy
184,282
+362
+0.2% +$29K 1.34% 17
2021
Q4 		$17.2M Buy
183,920
+1,044
+0.6% +$90.2K 1.43% 15
2021
Q3 		$14.4M Sell
182,876
-2,577
-1% -$208K 1.36% 16
2021
Q2 		$13.6K Buy
185,453
+278
+0.2% +$20.9K 1.06% 18
2021
Q1 		$14M Sell
185,175
-2,932
-2% -$229K 1.42% 16
2020
Q4 		$14.5M Buy
188,107
+2,243
+1% +$168K 1.67% 14
2020
Q3 		$12.9M Sell
185,864
-5,744
-3% -$397K 1.9% 12
2020
Q2 		$11.5M Sell
191,608
-4,280
-2% -$256K 1.92% 11
2020
Q1 		$11.8M Sell
195,888
-5,468
-3% -$344K 2.35% 8
2019
Q4 		$12.2M Sell
201,356
-5,048
-2% -$295K 1.94% 10
2019
Q3 		$12M Sell
206,404
-12,868
-6% -$696K 2.05% 9
2019
Q2 		$11.2M Sell
219,272
-6,084
-3% -$299K 1.95% 11
2019
Q1 		$10.9M Sell
225,356
-5,084
-2% -$232K 1.92% 10
2018
Q4 		$10M Sell
230,440
-5,640
-2% -$247K 2.05% 10
2018
Q3 		$9.89M Sell
236,080
-2,840
-1% -$121K 1.87% 12
2018
Q2 		$9.98M Sell
238,920
-2,056
-0.9% -$83K 2.01% 12
2018
Q1 		$9.84M Sell
240,976
-4,400
-2% -$170K 2% 13
2017
Q4 		$9.58M Buy
+245,376
New +$9.47M 1.89% 12

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HoyleCohen's NEE Position: Q2 2024 in Review

HoyleCohen increased its NextEra Energy (NEE) stake by 0.37% in Q2 2024, buying an estimated $49.2K and bringing the position to 186,559 shares worth $13.2M. The position accounts for 1% of the portfolio, ranked #29.

HoyleCohen first reported a position in NEE in Q4 2017 and has held it in 27 quarters since. The position peaked at $17.2M in Q4 2021. 2,540 funds tracked by Wall St. Rank hold NEE as of Q2 2024.

  • HoyleCohen held 186,559 shares of NextEra Energy worth $13.2M as of Q2 2024.
  • HoyleCohen bought 693 NextEra Energy shares in Q2 2024, an estimated $49.2K.
  • NextEra Energy made up 1% of HoyleCohen's portfolio in Q2 2024, its #29 holding.
  • HoyleCohen first reported a position in NextEra Energy in Q4 2017 and has held it in 27 quarters since.
  • HoyleCohen's NextEra Energy position peaked at $17.2M in Q4 2021.
  • 2,540 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2024.

Based on HoyleCohen's 13F filing for Q2 2024, filed 19 Jul 2024.