Northside Capital Management’s NextEra Energy NEE Stock Holding History

Northside Capital 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	$26.5M	Buy	301,683 +40	+0%	+$3.62K	2.17%	10
2026 Q1	$28M	Sell	301,643 -15,850	-5%	-$1.41M	2.46%	9
2025 Q4	$25.5M	Sell	317,493 -4,625	-1%	-$383K	2.21%	12
2025 Q3	$24.3M	Buy	322,118 +35,537	+12%	+$2.6M	2.22%	13
2025 Q2	$19.9M	Buy	286,581 +280,063	+4,297%	+$19.5M	1.52%	17
2025 Q1	$462K	Buy	6,518 +3,239	+99%	+$229K	0.08%	66
2024 Q4	$235K	Buy	3,279 +800	+32%	+$62.1K	0.06%	101
2024 Q3	$210K	Buy	+2,479	New	+$193K	0.03%	105
2023 Q4	–	Sell	-3,519	Closed	-$202K	–	126
2023 Q3	$202K	Buy	3,519 +333	+10%	+$23.1K	0.05%	95
2023 Q2	$236K	Buy	3,186 +14	+0.4%	+$1.06K	0.08%	86
2023 Q1	$244K	Buy	3,172 +326	+11%	+$25.1K	0.07%	82
2022 Q4	$238K	Buy	+2,846	New	+$230K	0.07%	83
2017 Q2	–	Sell	-28,200	Closed	-$905K	–	101
2017 Q1	$905K	Buy	+28,200	New	+$887K	0.25%	64

Other funds holding NEE

Assenagon Asset Management

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Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

Avity Investment Management Greenwich, Connecticut $1.57B AUM 35.56% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return