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Legacy Wealth Asset Management’s NextEra Energy NEE Stock Holding History

Legacy Wealth Asset 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 		$840K Sell
9,574
-91
-0.9% -$8.23K 0.18% 152
2026
Q1 		$898K Buy
9,665
+42
+0.4% +$3.73K 0.22% 137
2025
Q4 		$773K Buy
9,623
+48
+0.5% +$3.98K 0.19% 165
2025
Q3 		$723K Sell
9,575
-126
-1% -$9.21K 0.18% 186
2025
Q2 		$673K Buy
9,701
+38
+0.4% +$2.64K 0.17% 182
2025
Q1 		$685K Buy
9,663
+133
+1% +$9.39K 0.19% 165
2024
Q4 		$683K Sell
9,530
-101
-1% -$7.85K 0.19% 169
2024
Q3 		$814K Sell
9,631
-1
-0% -$78 0.22% 127
2024
Q2 		$682K Buy
9,632
+877
+10% +$62.2K 0.19% 150
2024
Q1 		$560K Buy
8,755
+328
+4% +$19.2K 0.16% 209
2023
Q4 		$512K Sell
8,427
-90
-1% -$5.13K 0.17% 220
2023
Q3 		$488K Buy
8,517
+40
+0.5% +$2.77K 0.18% 202
2023
Q2 		$629K Sell
8,477
-453
-5% -$34.3K 0.22% 153
2023
Q1 		$688K Sell
8,930
-10
-0.1% -$769 0.25% 132
2022
Q4 		$747K Buy
8,940
+38
+0.4% +$3.07K 0.28% 119
2022
Q3 		$698K Sell
8,902
-3,227
-27% -$274K 0.31% 110
2022
Q2 		$940K Buy
12,129
+181
+2% +$13.8K 0.38% 84
2022
Q1 		$1.01M Buy
11,948
+483
+4% +$38.7K 0.36% 96
2021
Q4 		$1.07M Buy
11,465
+294
+3% +$25.4K 0.36% 84
2021
Q3 		$877K Buy
11,171
+46
+0.4% +$3.71K 0.4% 91
2021
Q2 		$815K Buy
11,125
+256
+2% +$19.2K 0.36% 109
2021
Q1 		$822K Buy
10,869
+138
+1% +$10.8K 0.38% 92
2020
Q4 		$828K Buy
+10,731
New +$803K 0.42% 76

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