Lowe Wealth Advisors’s NextEra Energy NEE Stock Holding History

Lowe Wealth 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
2025 Q3	$22.1K	Hold	293	–	–	0.01%	197
2025 Q2	$20.3K	Hold	293	–	–	0.01%	199
2025 Q1	$20.8K	Buy	293 +200	+215%	+$14.1K	0.01%	192
2024 Q4	$6.67K	Buy	+93	New	+$7.22K	﹤0.01%	253
2022 Q1	–	Sell	-24	Closed	-$2K	–	330
2021 Q4	$2K	Hold	24	–	–	﹤0.01%	271
2021 Q3	$2K	Hold	24	–	–	﹤0.01%	258
2021 Q2	$2K	Hold	24	–	–	﹤0.01%	252
2021 Q1	$2K	Hold	24	–	–	﹤0.01%	251
2020 Q4	$2K	Hold	24	–	–	﹤0.01%	241
2020 Q3	$2K	Hold	24	–	–	﹤0.01%	233
2020 Q2	$1K	Hold	24	–	–	﹤0.01%	251
2020 Q1	$1K	Hold	24	–	–	﹤0.01%	277
2019 Q4	$1K	Hold	24	–	–	﹤0.01%	277
2019 Q3	$1K	Hold	24	–	–	﹤0.01%	263
2019 Q2	$1K	Hold	24	–	–	﹤0.01%	276
2019 Q1	$1K	Buy	+24	New	+$1.1K	﹤0.01%	254
2015 Q2	–	Sell	-180	Closed	-$5K	–	235
2015 Q1	$5K	Buy	+180	New	+$4.75K	﹤0.01%	154

Other funds holding NEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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