Prossimo Advisors’s NextEra Energy NEE Stock Holding History

Prossimo 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	–	Sell	-5,996	Closed	-$416K	–	87
2025 Q2	$416K	Sell	5,996 -1,515	-20%	-$105K	0.33%	81
2025 Q1	$532K	Buy	7,511 +15	+0.2%	+$1.06K	0.4%	79
2024 Q4	$537K	Sell	7,496 -461	-6%	-$35.8K	0.39%	79
2024 Q3	$673K	Sell	7,957 -254	-3%	-$19.8K	0.49%	65
2024 Q2	$581K	Buy	8,211 +2,838	+53%	+$201K	0.53%	65
2024 Q1	$343K	Sell	5,373 -3,555	-40%	-$208K	0.66%	41
2023 Q4	$542K	Buy	8,928 +1,336	+18%	+$76.1K	1.15%	30
2023 Q3	$435K	Sell	7,592 -45	-0.6%	-$3.12K	1.03%	34
2023 Q2	$567K	Sell	7,637 -427	-5%	-$32.3K	0.55%	64
2023 Q1	$622K	Buy	8,064 +21	+0.3%	+$1.61K	1.52%	18
2022 Q4	$672K	Buy	+8,043	New	+$650K	1.55%	24

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