LFA
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Level Financial Advisors’s NextEra Energy NEE Stock Holding History

Level Financial 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 		$570K Hold
6,494
– – 0.13% 64
2026
Q1 		$603K Buy
6,494
+10
+0.2% +$889 0.15% 58
2025
Q4 		$521K Hold
6,484
– – 0.14% 61
2025
Q3 		$489K Sell
6,484
-266
-4% -$19.4K 0.14% 66
2025
Q2 		$469K Hold
6,750
– – 0.15% 64
2025
Q1 		$478K Sell
6,750
-111
-2% -$7.83K 0.16% 60
2024
Q4 		$492K Sell
6,861
-162
-2% -$12.6K 0.18% 55
2024
Q3 		$594K Buy
7,023
+1
+0% +$78 0.23% 49
2024
Q2 		$497K Sell
7,022
-58
-0.8% -$4.12K 0.22% 47
2024
Q1 		$452K Buy
7,080
+1
+0% +$59 0.21% 49
2023
Q4 		$430K Sell
7,079
-321
-4% -$18.3K 0.21% 48
2023
Q3 		$424K Sell
7,400
-17
-0.2% -$1.18K 0.24% 45
2023
Q2 		$550K Sell
7,417
-325
-4% -$24.6K 0.31% 36
2023
Q1 		$597K Sell
7,742
-58
-0.7% -$4.46K 0.36% 33
2022
Q4 		$652K Hold
7,800
– – 0.43% 32
2022
Q3 		$612K Sell
7,800
-3
-0% -$255 0.45% 29
2022
Q2 		$604K Buy
7,803
+3
+0% +$228 0.44% 27
2022
Q1 		$661K Sell
7,800
-130
-2% -$10.4K 0.51% 24
2021
Q4 		$740K Buy
+7,930
New +$685K 0.56% 25

Other funds holding NEE

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 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 $59.6B 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 36.12% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.57B AUM 35.56% 1-Year Est. Return