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Pacific Capital Wealth Advisors’s NextEra Energy NEE Stock Holding History

Pacific Capital Wealth Advisors’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
2025
Q1 		– Sell
-108
Closed -$7.74K – 267
2024
Q4 		$7.74K Sell
108
-27
-20% -$2.1K ﹤0.01% 288
2024
Q3 		$11.4K Sell
135
-162
-55% -$12.6K ﹤0.01% 287
2024
Q2 		$21K Buy
297
+229
+337% +$16.2K ﹤0.01% 230
2024
Q1 		$4.35K Hold
68
– – ﹤0.01% 335
2023
Q4 		$4.13K Buy
+68
New +$3.88K ﹤0.01% 257

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

Pacific Capital Wealth Advisors's NEE Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of NextEra Energy (NEE) in Q1 2025, closing a stake of 108 shares — an estimated $7.74K sold.

Pacific Capital Wealth Advisors first reported a position in NEE in Q4 2023 and held it in 5 quarters. The position peaked at $21K in Q2 2024. 2,733 funds tracked by Wall St. Rank hold NEE as of Q1 2025.

  • Pacific Capital Wealth Advisors reported no remaining NextEra Energy position as of Q1 2025 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 108 NextEra Energy shares in Q1 2025, an estimated $7.74K.
  • Pacific Capital Wealth Advisors first reported a position in NextEra Energy in Q4 2023 and held it in 5 quarters.
  • Pacific Capital Wealth Advisors's NextEra Energy position peaked at $21K in Q2 2024.
  • 2,733 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.