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LexAurum Advisors’s NextEra Energy NEE Stock Holding History

LexAurum 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 		$433K Buy
4,938
+448
+10% +$40.5K 0.05% 274
2026
Q1 		$417K Buy
+4,490
New +$399K 0.05% 262
2025
Q3 		$291K Buy
3,859
+591
+18% +$43.2K 0.04% 299
2025
Q2 		$227K Buy
3,268
+379
+13% +$26.3K 0.04% 321
2025
Q1 		$205K Sell
2,889
-43
-1% -$3.04K 0.04% 321
2024
Q4 		$210K Buy
2,932
+523
+22% +$40.6K 0.04% 311
2024
Q3 		$204K Buy
+2,409
New +$188K 0.04% 294

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