Enclave Advisors’s NextEra Energy NEE Stock Holding History

Enclave Advisors’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	$696K	Sell	7,930 -431	-5%	-$39K	0.09%	82
2026 Q1	$777K	Buy	8,361 +7	+0.1%	+$622	0.11%	79
2025 Q4	$671K	Buy	8,354 +112	+1%	+$9.28K	0.1%	82
2025 Q3	$622K	Buy	8,242 +365	+5%	+$26.7K	0.1%	72
2025 Q2	$547K	Buy	7,877 +74	+0.9%	+$5.14K	0.09%	73
2025 Q1	$553K	Buy	7,803 +1,007	+15%	+$71.1K	0.09%	69
2024 Q4	$487K	Buy	6,796 +187	+3%	+$14.5K	0.08%	79
2024 Q3	$559K	Buy	+6,609	New	+$516K	0.09%	73

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

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 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

Avity Investment Management Greenwich, Connecticut $1.57B AUM 35.56% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return