ICA Group Wealth Management’s NextEra Energy NEE Stock Holding History

ICA Group Wealth 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
2024 Q2	$107K	Sell	1,507 -1,932	-56%	-$137K	0.06%	163
2024 Q1	$220K	Sell	3,439 -2,367	-41%	-$139K	0.04%	261
2023 Q4	$353K	Buy	5,806 +1,169	+25%	+$66.6K	0.08%	188
2023 Q3	$264K	Buy	4,637 +20	+0.4%	+$1.39K	0.07%	197
2023 Q2	$343K	Sell	4,617 -1,970	-30%	-$149K	0.09%	169
2023 Q1	$508K	Buy	6,587 +144	+2%	+$11.1K	0.12%	145
2022 Q4	$539K	Sell	6,443 -6,146	-49%	-$497K	0.13%	156
2022 Q3	$987K	Buy	12,589 +705	+6%	+$59.8K	0.21%	112
2022 Q2	$1.07M	Buy	11,884 +51	+0.4%	+$3.88K	0.2%	116
2022 Q1	$949K	Buy	+11,833	New	+$948K	0.18%	128

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

ICA Group Wealth Management's NEE Position: Q2 2024 in Review

ICA Group Wealth Management reduced its NextEra Energy (NEE) stake by 56% in Q2 2024, selling an estimated $137K and leaving 1,507 shares worth $107K. The position accounts for 0.06% of the portfolio, ranked #163.

ICA Group Wealth Management first reported a position in NEE in Q1 2022 and has held it in 10 quarters since. The position peaked at $1.07M in Q2 2022. 2,540 funds tracked by Wall St. Rank hold NEE as of Q2 2024.

ICA Group Wealth Management held 1,507 shares of NextEra Energy worth $107K as of Q2 2024.
ICA Group Wealth Management sold 1,932 NextEra Energy shares in Q2 2024, an estimated $137K.
NextEra Energy made up 0.06% of ICA Group Wealth Management's portfolio in Q2 2024, its #163 holding.
ICA Group Wealth Management first reported a position in NextEra Energy in Q1 2022 and has held it in 10 quarters since.
ICA Group Wealth Management's NextEra Energy position peaked at $1.07M in Q2 2022.
2,540 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.