Amica Retiree Medical Trust’s NextEra Energy NEE Stock Holding History

Amica Retiree Medical Trust’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 Q3	$624K	Hold	8,266	–	–	0.85%	37
2025 Q2	$574K	Hold	8,266	–	–	0.83%	35
2025 Q1	$586K	Sell	8,266 -1,974	-19%	-$139K	0.9%	35
2024 Q4	$734K	Sell	10,240 -889	-8%	-$69.1K	0.7%	39
2024 Q3	$941K	Buy	+11,129	New	+$868K	0.78%	35
2023 Q3	$711K	Buy	12,410 +3,463	+39%	+$240K	0.84%	43
2023 Q2	$664K	Hold	8,947	–	–	0.74%	51
2023 Q1	$690K	Buy	8,947 +5,388	+151%	+$414K	0.73%	52
2022 Q4	$298K	Sell	3,559 -858	-19%	-$69.3K	0.38%	80
2022 Q3	$346K	Sell	4,417 -6,751	-60%	-$573K	0.43%	81
2022 Q2	$865K	Buy	11,168 +3,148	+39%	+$240K	0.98%	35
2022 Q1	$679K	Buy	8,020 +3,188	+66%	+$255K	0.64%	56
2021 Q4	$451K	Sell	4,832 -799	-14%	-$69.1K	0.38%	82
2021 Q3	$442K	Buy	5,631 +986	+21%	+$79.5K	0.4%	80
2021 Q2	$340K	Hold	4,645	–	–	0.22%	100
2021 Q1	$351K	Buy	+4,645	New	+$363K	0.24%	102
2018 Q2	–	Sell	-8,748	Closed	-$357K	–	358
2018 Q1	$357K	Sell	8,748 -1,452	-14%	-$56K	0.31%	105
2017 Q4	$398K	Hold	10,200	–	–	0.3%	100
2017 Q3	$374K	Sell	10,200 -836	-8%	-$30.6K	0.29%	102
2017 Q2	$387K	Hold	11,036	–	–	0.32%	106
2017 Q1	$354K	Hold	11,036	–	–	0.29%	106
2016 Q4	$330K	Buy	+11,036	New	+$330K	0.26%	118

Other funds holding NEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Amica Retiree Medical Trust's NEE Position: Q3 2025 in Review

Amica Retiree Medical Trust held its NextEra Energy (NEE) position steady in Q3 2025 at 8,266 shares worth $624K. The position accounts for 0.85% of the portfolio, ranked #37.

Amica Retiree Medical Trust first reported a position in NEE in Q4 2016 and has held it in 22 quarters since. The position peaked at $941K in Q3 2024. 2,750 funds tracked by Wall St. Rank hold NEE as of Q3 2025.

Amica Retiree Medical Trust held 8,266 shares of NextEra Energy worth $624K as of Q3 2025.
Amica Retiree Medical Trust left its NextEra Energy share count unchanged in Q3 2025.
NextEra Energy made up 0.85% of Amica Retiree Medical Trust's portfolio in Q3 2025, its #37 holding.
Amica Retiree Medical Trust first reported a position in NextEra Energy in Q4 2016 and has held it in 22 quarters since.
Amica Retiree Medical Trust's NextEra Energy position peaked at $941K in Q3 2024.
2,750 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2025.

Based on Amica Retiree Medical Trust's 13F filing for Q3 2025, filed 7 Nov 2025.