BCK Partners’s NextEra Energy NEE Stock Holding History

BCK Partners’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	-3,477	Closed	-$241K	–	27
2025 Q2	$241K	Hold	3,477	–	–	0.14%	23
2025 Q1	$246K	Hold	3,477	–	–	0.15%	23
2024 Q4	$249K	Sell	3,477 -240	-6%	-$18.6K	0.15%	25
2024 Q3	$314K	Buy	3,717 +30	+0.8%	+$2.34K	0.15%	26
2024 Q2	$261K	Buy	3,687 +135	+4%	+$9.58K	0.14%	28
2024 Q1	$227K	Hold	3,552	–	–	0.12%	28
2023 Q4	$216K	Hold	3,552	–	–	0.12%	28
2023 Q3	$203K	Buy	3,552 +400	+13%	+$27.7K	0.13%	28
2023 Q2	$234K	Sell	3,152 -1,121	-26%	-$84.9K	0.15%	25
2023 Q1	$329K	Hold	4,273	–	–	0.21%	23
2022 Q4	$357K	Sell	4,273 -48	-1%	-$3.88K	0.24%	22
2022 Q3	$339K	Buy	4,321 +48	+1%	+$4.07K	0.25%	21
2022 Q2	$331K	Hold	4,273	–	–	0.23%	18
2022 Q1	$362K	Hold	4,273	–	–	0.22%	18
2021 Q4	$399K	Hold	4,273	–	–	0.24%	17
2021 Q3	$336K	Hold	4,273	–	–	0.21%	19
2021 Q2	$313K	Sell	4,273 -43	-1%	-$3.23K	0.21%	21
2021 Q1	$337K	Hold	4,316	–	–	0.24%	18
2020 Q4	$333K	Buy	+4,316	New	+$323K	0.29%	15

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