InterOcean Capital Group’s NextEra Energy NEE Stock Holding History

InterOcean Capital 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 Q1	$506K	Sell	7,920 -336	-4%	-$19.7K	0.01%	298
2023 Q4	$501K	Buy	8,256 +294	+4%	+$16.8K	0.01%	292
2023 Q3	$456K	Sell	7,962 -811	-9%	-$56.1K	0.01%	285
2023 Q2	$651K	Buy	8,773 +92	+1%	+$6.96K	0.02%	233
2023 Q1	$669K	Buy	8,681 +33	+0.4%	+$2.54K	0.02%	220
2022 Q4	$723K	Sell	8,648 -1,224	-12%	-$98.9K	0.03%	213
2022 Q3	$774K	Sell	9,872 -4,878	-33%	-$414K	0.03%	188
2022 Q2	$1.14M	Buy	14,750 +4,919	+50%	+$374K	0.05%	154
2022 Q1	$833K	Buy	9,831 +245	+3%	+$19.6K	0.04%	136
2021 Q4	$895K	Sell	9,586 -2,052	-18%	-$177K	0.04%	129
2021 Q3	$914K	Buy	11,638 +244	+2%	+$19.7K	0.05%	126
2021 Q2	$835K	Sell	11,394 -320	-3%	-$24K	0.04%	129
2021 Q1	$886K	Buy	11,714 +2,964	+34%	+$231K	0.05%	117
2020 Q4	$675K	Buy	+8,750	New	+$655K	0.04%	115

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

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

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

InterOcean Capital Group's NEE Position: Q1 2024 in Review

InterOcean Capital Group reduced its NextEra Energy (NEE) stake by 4.1% in Q1 2024, selling an estimated $19.7K and leaving 7,920 shares worth $506K. The position accounts for 0.01% of the portfolio, ranked #298.

InterOcean Capital Group first reported a position in NEE in Q4 2020 and has held it in 14 quarters since. The position peaked at $1.14M in Q2 2022. 2,464 funds tracked by Wall St. Rank hold NEE as of Q1 2024.

InterOcean Capital Group held 7,920 shares of NextEra Energy worth $506K as of Q1 2024.
InterOcean Capital Group sold 336 NextEra Energy shares in Q1 2024, an estimated $19.7K.
NextEra Energy made up 0.01% of InterOcean Capital Group's portfolio in Q1 2024, its #298 holding.
InterOcean Capital Group first reported a position in NextEra Energy in Q4 2020 and has held it in 14 quarters since.
InterOcean Capital Group's NextEra Energy position peaked at $1.14M in Q2 2022.
2,464 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2024.

Based on InterOcean Capital Group's 13F filing for Q1 2024, filed 13 May 2024.