Acima Private Wealth’s NextEra Energy NEE Stock Holding History

Acima Private Wealth’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	$140K	Hold	1,592	–	–	0.04%	121
2026 Q1	$148K	Hold	1,592	–	–	0.05%	120
2025 Q4	$128K	Hold	1,592	–	–	0.04%	122
2025 Q3	$120K	Hold	1,592	–	–	0.04%	130
2025 Q2	$111K	Hold	1,592	–	–	0.04%	131
2025 Q1	$113K	Hold	1,592	–	–	0.04%	131
2024 Q4	$114K	Hold	1,592	–	–	0.04%	134
2024 Q3	$135K	Hold	1,592	–	–	0.05%	131
2024 Q2	$113K	Sell	1,592 -929	-37%	-$65.9K	0.04%	131
2024 Q1	$161K	Hold	2,521	–	–	0.06%	126
2023 Q4	$153K	Sell	2,521 -540	-18%	-$30.8K	0.06%	130
2023 Q3	$175K	Sell	3,061 -147	-5%	-$10.2K	0.08%	132
2023 Q2	$238K	Hold	3,208	–	–	0.11%	122
2023 Q1	$247K	Hold	3,208	–	–	0.12%	115
2022 Q4	$268K	Sell	3,208 -1,271	-28%	-$103K	0.14%	108
2022 Q3	$351K	Hold	4,479	–	–	0.18%	90
2022 Q2	$347K	Hold	4,479	–	–	0.17%	94
2022 Q1	$379K	Hold	4,479	–	–	0.18%	101
2021 Q4	$418K	Buy	4,479 +1,271	+40%	+$110K	0.18%	95
2021 Q3	$252K	Hold	3,208	–	–	0.12%	117
2021 Q2	$235K	Hold	3,208	–	–	0.11%	117
2021 Q1	$243K	Hold	3,208	–	–	0.12%	114
2020 Q4	$247K	Buy	3,208 +720	+29%	+$53.9K	0.13%	108
2020 Q3	$173K	Sell	2,488 -168	-6%	-$11.6K	0.1%	119
2020 Q2	$159K	Sell	2,656 -244	-8%	-$14.6K	0.1%	125
2020 Q1	$174K	Hold	2,900	–	–	0.13%	119
2019 Q4	$176K	Buy	2,900 +1,320	+84%	+$77.1K	0.12%	144
2019 Q3	$92K	Hold	1,580	–	–	0.07%	163
2019 Q2	$81K	Hold	1,580	–	–	0.06%	158
2019 Q1	$76K	Buy	1,580 +680	+76%	+$31.1K	0.07%	160
2018 Q4	$39K	Buy	+900	New	+$39.4K	0.04%	167

Other funds holding NEE

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B 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 $59.8B 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 36.16% 1-Year Est. Return