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Key Client Fiduciary Advisors’s NextEra Energy NEE Stock Holding History

Key Client Fiduciary 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 		$1.04M Buy
11,889
+293
+3% +$26.5K 0.3% 67
2026
Q1 		$1.08M Buy
11,596
+209
+2% +$18.6K 0.37% 61
2025
Q4 		$914K Buy
11,387
+229
+2% +$19K 0.31% 65
2025
Q3 		$842K Buy
11,158
+709
+7% +$51.8K 0.28% 74
2025
Q2 		$725K Buy
10,449
+372
+4% +$25.8K 0.29% 79
2025
Q1 		$714K Buy
10,077
+56
+0.6% +$3.95K 0.32% 69
2024
Q4 		$718K Sell
10,021
-395
-4% -$30.7K 0.32% 76
2024
Q3 		$880K Sell
10,416
-171
-2% -$13.3K 0.39% 59
2024
Q2 		$750K Buy
10,587
+868
+9% +$61.6K 0.37% 62
2024
Q1 		$621K Buy
9,719
+1,006
+12% +$58.9K 0.33% 70
2023
Q4 		$529K Sell
8,713
-731
-8% -$41.7K 0.31% 78
2023
Q3 		$541K Buy
9,444
+460
+5% +$31.8K 0.33% 73
2023
Q2 		$667K Buy
8,984
+540
+6% +$40.9K 0.39% 55
2023
Q1 		$651K Buy
8,444
+25
+0.3% +$1.92K 0.41% 54
2022
Q4 		$704K Buy
8,419
+4,651
+123% +$376K 0.48% 50
2022
Q3 		$295K Sell
3,768
-121
-3% -$10.3K 0.27% 78
2022
Q2 		$301K Sell
3,889
-7
-0.2% -$533 0.29% 79
2022
Q1 		$330K Sell
3,896
-61
-2% -$4.89K 0.26% 91
2021
Q4 		$369K Buy
+3,957
New +$342K 0.3% 82

Other funds holding NEE

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
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
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return