A.D. Beadell Investment Counsel’s NextEra Energy NEE Stock Holding History

A.D. Beadell Investment Counsel’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
2026 Q2	$341K	Hold	3,890	–	–	0.22%	81
2026 Q1	$361K	Hold	3,890	–	–	0.23%	77
2025 Q4	$312	Hold	3,890	–	–	0.2%	79
2025 Q3	$293K	Buy	3,890 +12	+0.3%	+$877	0.2%	79
2025 Q2	$269K	Hold	3,878	–	–	0.21%	78
2025 Q1	$274K	Buy	3,878 +78	+2%	+$5.51K	0.23%	69
2024 Q4	$272K	Hold	3,800	–	–	0.22%	76
2024 Q3	$321K	Hold	3,800	–	–	0.26%	66
2024 Q2	$269K	Buy	+3,800	New	+$270K	0.23%	68
2021 Q1	–	Sell	-3,032	Closed	-$233K	–	92
2020 Q4	$233K	Buy	+3,032	New	+$227K	0.17%	80
2015 Q1	–	Sell	-8,664	Closed	-$230K	–	105
2014 Q4	$230K	Hold	8,664	–	–	0.17%	99
2014 Q3	$203K	Hold	8,664	–	–	0.15%	99
2014 Q2	$222K	Hold	8,664	–	–	0.16%	96
2014 Q1	$207K	Buy	+8,664	New	+$196K	0.17%	87

Other funds holding NEE

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Ninety One (UK)

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

Argent Capital Management St Louis, Missouri $3.17B AUM 36.12% 1-Year Est. Return