Invenio Wealth Partners’s NextEra Energy NEE Stock Holding History

Invenio Wealth 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
2026 Q1	$227K	Buy	+2,440	New	+$217K	0.09%	84
2025 Q2	–	Sell	-2,852	Closed	-$202K	–	102
2025 Q1	$202K	Sell	2,852 -101	-3%	-$7.13K	0.08%	90
2024 Q4	$212K	Sell	2,953 -7,470	-72%	-$580K	0.09%	95
2024 Q3	$881K	Buy	10,423 +7,470	+253%	+$583K	0.38%	37
2024 Q2	$209K	Sell	2,953 -215	-7%	-$15.3K	0.1%	91
2024 Q1	$202K	Sell	3,168 -881	-22%	-$51.6K	0.11%	95
2023 Q4	$246K	Sell	4,049 -522	-11%	-$29.7K	0.18%	77
2023 Q3	$262K	Buy	4,571 +264	+6%	+$18.3K	0.24%	71
2023 Q2	$320K	Buy	+4,307	New	+$326K	0.36%	53

Other funds holding NEE

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

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

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 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