Pacific Capital Partners’s NextEra Energy NEE Stock Holding History

Pacific Capital Partners’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	-30,000	Closed	-$1.92M	–	62
2024 Q1	$1.92M	Sell	30,000 -2,500	-8%	-$146K	1.25%	23
2023 Q4	$1.97M	Sell	32,500 -82,500	-72%	-$4.7M	1.49%	20
2023 Q3	$6.59M	Buy	+115,000	New	+$7.96M	3.98%	7

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

Pacific Capital Partners's NEE Position: Q2 2024 in Review

Pacific Capital Partners sold out of NextEra Energy (NEE) in Q2 2024, closing a stake of 30,000 shares — an estimated $1.92M sold.

Pacific Capital Partners first reported a position in NEE in Q3 2023 and held it in 3 quarters. The position peaked at $6.59M in Q3 2023. 2,540 funds tracked by Wall St. Rank hold NEE as of Q2 2024.

Pacific Capital Partners reported no remaining NextEra Energy position as of Q2 2024 after selling out during the quarter.
Pacific Capital Partners sold 30,000 NextEra Energy shares in Q2 2024, an estimated $1.92M.
Pacific Capital Partners first reported a position in NextEra Energy in Q3 2023 and held it in 3 quarters.
Pacific Capital Partners's NextEra Energy position peaked at $6.59M in Q3 2023.
2,540 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2024.

Based on Pacific Capital Partners's 13F filing for Q2 2024, filed 8 May 2025.