ASB Consultores’s NextEra Energy NEE Stock Holding History

ASB Consultores’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	–	Sell	-3,024	Closed	-$210K	–	105
2025 Q2	$210K	Buy	3,024 +139	+5%	+$9.65K	0.14%	137
2025 Q1	$205K	Sell	2,885 -548	-16%	-$38.7K	0.13%	115
2024 Q4	$246K	Buy	+3,433	New	+$267K	0.1%	173
2024 Q2	–	Sell	-3,578	Closed	-$229K	–	261
2024 Q1	$229K	Buy	+3,578	New	+$210K	0.06%	266
2023 Q4	–	Sell	-3,680	Closed	-$211K	–	145
2023 Q3	$211K	Sell	3,680 -1,562	-30%	-$108K	0.08%	130
2023 Q2	$389K	Buy	5,242 +14	+0.3%	+$1.06K	0.19%	108
2023 Q1	$403K	Buy	5,228 +24	+0.5%	+$1.85K	0.16%	104
2022 Q4	$435K	Buy	5,204 +308	+6%	+$24.9K	0.18%	80
2022 Q3	$384K	Buy	4,896 +2,162	+79%	+$183K	0.18%	82
2022 Q2	$212K	Hold	2,734	–	–	0.09%	158
2022 Q1	$232K	Hold	2,734	–	–	0.1%	192
2021 Q4	$255K	Buy	+2,734	New	+$236K	0.13%	183

Other funds holding NEE

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

Franklin Resources

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

Geode Capital Management

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

Bank of America

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

Capital Research Global Investors

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

Fidelity Investments

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