Karpas Strategies’s NextEra Energy NEE Stock Holding History

Karpas Strategies’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	$1.46M	Buy	20,647 +50	+0.2%	+$3.55K	0.46%	49
2024 Q1	$1.32M	Buy	20,597 +60	+0.3%	+$3.52K	0.41%	52
2023 Q4	$1.25M	Buy	20,537 +26	+0.1%	+$1.48K	0.41%	51
2023 Q3	$1.18M	Sell	20,511 -203	-1%	-$14.1K	0.43%	48
2023 Q2	$1.54M	Sell	20,714 -451	-2%	-$34.1K	0.52%	49
2023 Q1	$1.63M	Buy	21,165 +43	+0.2%	+$3.31K	0.57%	41
2022 Q4	$1.77M	Buy	21,122 +34	+0.2%	+$2.75K	0.62%	40
2022 Q3	$1.65M	Buy	21,088 +34	+0.2%	+$2.88K	0.63%	41
2022 Q2	$1.63M	Buy	21,054 +40	+0.2%	+$3.04K	0.57%	41
2022 Q1	$1.78M	Buy	21,014 +34	+0.2%	+$2.73K	0.56%	42
2021 Q4	$1.96M	Buy	20,980 +656	+3%	+$56.7K	0.63%	37
2021 Q3	$1.74M	Hold	20,324	–	–	0.57%	40
2021 Q2	$1.49M	Hold	20,324	–	–	0.53%	42
2021 Q1	$1.54M	Sell	20,324 -628	-3%	-$49K	0.58%	39
2020 Q4	$1.62M	Hold	20,952	–	–	0.63%	39
2020 Q3	$1.45M	Hold	20,952	–	–	0.67%	37
2020 Q2	$1.26M	Hold	20,952	–	–	0.61%	39
2020 Q1	$1.26M	Hold	20,952	–	–	0.68%	37
2019 Q4	$1.27M	Hold	20,952	–	–	0.48%	44
2019 Q3	$1.22M	Buy	20,952 +2,400	+13%	+$130K	0.49%	44
2019 Q2	$950K	Hold	18,552	–	–	0.39%	51
2019 Q1	$897K	Buy	18,552 +200	+1%	+$9.14K	0.38%	51
2018 Q4	$797K	Hold	18,352	–	–	0.37%	53
2018 Q3	$769K	Hold	18,352	–	–	0.32%	61
2018 Q2	$766K	Hold	18,352	–	–	0.33%	61
2018 Q1	$749K	Hold	18,352	–	–	0.33%	61
2017 Q4	$717K	Hold	18,352	–	–	0.31%	64
2017 Q3	$672K	Hold	18,352	–	–	0.3%	65
2017 Q2	$643K	Hold	18,352	–	–	0.29%	66
2017 Q1	$589K	Hold	18,352	–	–	0.27%	70
2016 Q4	$548K	Buy	18,352 +1,624	+10%	+$48.5K	0.26%	70
2016 Q3	$512K	Hold	16,728	–	–	0.25%	74
2016 Q2	$545K	Hold	16,728	–	–	0.27%	70
2016 Q1	$495K	Hold	16,728	–	–	0.26%	72
2015 Q4	$434K	Hold	16,728	–	–	0.23%	73
2015 Q3	$408K	Hold	16,728	–	–	0.23%	80
2015 Q2	$410K	Hold	16,728	–	–	0.2%	83
2015 Q1	$435K	Hold	16,728	–	–	0.21%	82
2014 Q4	$445K	Hold	16,728	–	–	0.21%	79
2014 Q3	$393K	Hold	16,728	–	–	0.2%	87
2014 Q2	$429K	Hold	16,728	–	–	0.21%	82
2014 Q1	$400K	Hold	16,728	–	–	0.21%	81
2013 Q4	$358K	Hold	16,728	–	–	0.2%	84
2013 Q3	$335K	Hold	16,728	–	–	0.2%	84
2013 Q2	$341K	Buy	+16,728	New	+$332K	0.21%	81

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

Karpas Strategies's NEE Position: Q2 2024 in Review

Karpas Strategies increased its NextEra Energy (NEE) stake by 0.24% in Q2 2024, buying an estimated $3.55K and bringing the position to 20,647 shares worth $1.46M. The position accounts for 0.46% of the portfolio, ranked #49.

Karpas Strategies first reported a position in NEE in Q2 2013 and has held it in 45 quarters since. The position peaked at $1.96M in Q4 2021. 2,540 funds tracked by Wall St. Rank hold NEE as of Q2 2024.

Karpas Strategies held 20,647 shares of NextEra Energy worth $1.46M as of Q2 2024.
Karpas Strategies bought 50 NextEra Energy shares in Q2 2024, an estimated $3.55K.
NextEra Energy made up 0.46% of Karpas Strategies's portfolio in Q2 2024, its #49 holding.
Karpas Strategies first reported a position in NextEra Energy in Q2 2013 and has held it in 45 quarters since.
Karpas Strategies's NextEra Energy position peaked at $1.96M in Q4 2021.
2,540 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2024.

Based on Karpas Strategies's 13F filing for Q2 2024, filed 30 Jul 2024.