A. D. Beadell Investment Counsel, Inc. XIFR — Nextera Energy Partners

Ownership history in A. D. Beadell Investment Counsel, Inc.  ·  43 quarters on record

AI Ownership Summary

A. D. Beadell Investment Counsel, Inc. reported Nextera Energy Partners (XIFR) in 43 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 2.94% in 2024 Q1. The latest visible filing shows XIFR at 0.44% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this XIFR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was A. D. Beadell Investment Counsel, Inc.'s position in Nextera Energy Partners, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

XIFR was reported at 0.44% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.94% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

XIFR stock page A. D. Beadell Investment Counsel, Inc. fund profile A. D. Beadell Investment Counsel, Inc. full holdings
How A. D. Beadell Investment Counsel, Inc. held XIFR — position size vs. price
% of Fund (quarterly)    XIFR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 58,085 -1,400 -2.4% 0.44% $685 2026-07-15 $12.53
2026 Q1 REDUCED 16.3% +11.6% ❌ 59,485 -11,555 -16.3% 0.40% $631 2026-04-17 $10.19
2025 Q4 ADDED — — — 71,040 +11,460 +19.2% 0.46% $710K 2026-01-14 $10.13
2025 Q3 REDUCED — — — 59,580 -3,000 -4.8% 0.41% $605K 2025-10-10 $10.22
2025 Q2 REDUCED 21.0% +25.6% ❌ 62,580 -16,646 -21.0% 0.39% $513K 2025-07-16 $8.90
2025 Q1 REDUCED 14.2% -13.7% ✅ 79,226 -13,126 -14.2% 0.63% $752K 2025-04-11 $8.75
2024 Q4 REDUCED — — — 92,352 -3,284 -3.4% 1.33% $1.6M 2025-01-10 $18.06
2024 Q3 REDUCED — — — 95,636 -600 -0.6% 2.11% $2.6M 2024-10-09 $23.82
2024 Q2 REDUCED 14.1% +3.6% ❌ 96,236 -15,860 -14.1% 2.22% $2.7M 2024-07-12 $26.38
2024 Q1 REDUCED — — — 112,096 -1,400 -1.2% 2.94% $3.4M 2024-04-12 $24.64
33 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding XIFR

As of 2026 Q2 — sorted by position size

ARDSLEY ADVISORY PARTNERS LP 3Y 7Y 0.65% Credit Capital Investments LLC 3Y 7Y 0.27% GILPIN WEALTH MANAGEMENT, LLC 0.18% Samalin Investment Counsel, LLC 3Y 0.14% Avail Investment Partners, LLC 0.13% Abundance Wealth Counselors 3Y 7Y 0.12% SEARLE & CO. 3Y 7Y 0.08% 180 WEALTH ADVISORS, LLC 3Y 7Y 0.04% Central Pacific Bank - Trust Division 0.03% Provenance Wealth Advisors, LLC 0.01%

FAQ About A. D. Beadell Investment Counsel, Inc. and XIFR

These are the practical questions this page is built to answer before you even open the full history table.

How long has A. D. Beadell Investment Counsel, Inc. reported owning XIFR?

A. D. Beadell Investment Counsel, Inc. reported XIFR across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported XIFR position in A. D. Beadell Investment Counsel, Inc.'s portfolio?

The largest reported portfolio weight for XIFR was 2.94% in 2024 Q1.

What is the latest reported XIFR position on this page?

The most recent filing on this page is 2026 Q2, when A. D. Beadell Investment Counsel, Inc. reported 58,085 shares, equal to 0.44% of portfolio, with an estimated market value of $685.

What does the chart on this XIFR ownership page compare?

The chart compares A. D. Beadell Investment Counsel, Inc.'s quarterly XIFR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did A. D. Beadell Investment Counsel, Inc. time their XIFR position?

Based on 13F filing dates vs. subsequent XIFR price moves, A. D. Beadell Investment Counsel, Inc. correctly timed 20 out of 40 reported position changes (50%). The annualised alpha on XIFR relative to SPY over the holding period was -16.6%.

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