Abundance Wealth Counselors XIFR — NEXTERA ENERGY PARTNERS LP

Ownership history in Abundance Wealth Counselors  ·  22 quarters on record

AI Ownership Summary

Abundance Wealth Counselors reported NEXTERA ENERGY PARTNERS LP (XIFR) in 22 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.74% in 2024 Q2. The latest visible filing shows XIFR at 0.12% 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 Abundance Wealth Counselors's position in NEXTERA ENERGY PARTNERS LP, 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 0.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.74% in 2024 Q2

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 Abundance Wealth Counselors fund profile Abundance Wealth Counselors full holdings
How Abundance Wealth Counselors 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 ADDED — — — 154,760 +77,246 +99.7% 0.12% $1.8M 2026-07-23 $12.51
2026 Q1 REDUCED — — — 77,514 -1,835 -2.3% 0.12% $823K 2026-04-23 $9.93
2025 Q4 REDUCED 27.4% +6.2% ❌ 79,349 -29,949 -27.4% 0.13% $793K 2026-01-26 $9.70
2025 Q3 REDUCED — — — 109,298 -665 -0.6% 0.19% $1.1M 2025-10-22 $10.06
2025 Q2 ADDED — — — 109,963 +1,429 +1.3% 0.17% $902K 2025-07-21 $9.20
2025 Q1 ADDED — — — 108,534 +43,976 +68.1% 0.22% $1.0M 2025-04-21 $8.04
2024 Q4 REDUCED — — — 64,558 -2,148 -3.2% 0.25% $1.1M 2025-01-24 $15.70
2024 Q3 ADDED — — — 66,706 +8,427 +14.5% 0.38% $1.8M 2024-10-17 $24.85
2024 Q2 ADDED — — — 58,279 +7,526 +14.8% 0.74% $1.6M 2024-07-17 $25.46
2024 Q1 ADDED — — — 50,753 +15,737 +44.9% 0.35% $1.5M 2024-04-19 $24.28
12 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% A. D. Beadell Investment Counsel, Inc. 3Y 7Y 0.44% Credit Capital Investments LLC 3Y 7Y 0.27% 180 WEALTH ADVISORS, LLC 3Y 7Y 0.04% Central Pacific Bank - Trust Division 0.03% Assenagon Asset Management S.A. 3Y 7Y 0.01% Wedmont Private Capital 3Y 0.01% Spire Wealth Management 3Y 0.01% Lodestone Wealth Management LLC 3Y 0.0% FNY Investment Advisers, LLC 3Y 7Y 0.0%

FAQ About Abundance Wealth Counselors and XIFR

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

How long has Abundance Wealth Counselors reported owning XIFR?

Abundance Wealth Counselors reported XIFR across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported XIFR position in Abundance Wealth Counselors's portfolio?

The largest reported portfolio weight for XIFR was 0.74% in 2024 Q2.

What is the latest reported XIFR position on this page?

The most recent filing on this page is 2026 Q2, when Abundance Wealth Counselors reported 154,760 shares, equal to 0.12% of portfolio, with an estimated market value of $1.8M.

What does the chart on this XIFR ownership page compare?

The chart compares Abundance Wealth Counselors'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 Abundance Wealth Counselors time their XIFR position?

Based on 13F filing dates vs. subsequent XIFR price moves, Abundance Wealth Counselors correctly timed 11 out of 21 reported position changes (52%). The annualised alpha on XIFR relative to SPY over the holding period was -33.1%.

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