FFM
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Fisher Funds Management’s NextEra Energy NEE Stock Holding History

Fisher Funds Management’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 		$51.2M Hold
582,884
– – 1.45% 14
2026
Q1 		$54.1M Sell
582,884
-36,756
-6% -$3.27M 1.59% 18
2025
Q4 		$49.9M Buy
619,640
+20,709
+3% +$1.72M 1.29% 24
2025
Q3 		$45.2M Buy
598,931
+114,524
+24% +$8.37M 1.19% 25
2025
Q2 		$33.6M Buy
+484,407
New +$33.6M 0.8% 31

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Swedbank
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EB
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Wealth Enhancement Advisory Services
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AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.12% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.57B AUM 35.56% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return