Palogic Value Management’s NextEra Energy NEE Stock Holding History

Palogic Value 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
2025 Q3	–	Sell	-11,467	Closed	-$796K	–	188
2025 Q2	$796K	Buy	11,467 +443	+4%	+$30.8K	0.33%	90
2025 Q1	$781K	Buy	11,024 +1,738	+19%	+$123K	0.34%	88
2024 Q4	$666K	Sell	9,286 -61	-0.7%	-$4.74K	0.27%	102
2024 Q3	$790K	Buy	9,347 +364	+4%	+$28.4K	0.32%	94
2024 Q2	$636K	Buy	8,983 +417	+5%	+$29.6K	0.27%	95
2024 Q1	$547K	Buy	8,566 +1,124	+15%	+$65.8K	0.24%	103
2023 Q4	$452K	Buy	7,442 +1,365	+22%	+$77.8K	0.2%	111
2023 Q3	$348K	Buy	6,077 +309	+5%	+$21.4K	0.17%	113
2023 Q2	$428K	Buy	5,768 +597	+12%	+$45.2K	0.2%	108
2023 Q1	$399K	Buy	5,171 +1,022	+25%	+$78.6K	0.2%	115
2022 Q4	$347K	Buy	+4,149	New	+$335K	0.18%	116

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