RBO & Co’s NextEra Energy NEE Stock Holding History

RBO & Co’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 Q1	$669K	Hold	7,200	–	–	0.11%	46
2025 Q4	$578K	Hold	7,200	–	–	0.09%	46
2025 Q3	$544K	Hold	7,200	–	–	0.09%	48
2025 Q2	$500K	Hold	7,200	–	–	0.08%	49
2025 Q1	$510K	Hold	7,200	–	–	0.08%	48
2024 Q4	$516K	Hold	7,200	–	–	0.08%	47
2024 Q3	$609K	Hold	7,200	–	–	0.1%	45
2024 Q2	$510K	Hold	7,200	–	–	0.09%	45
2024 Q1	$460K	Hold	7,200	–	–	0.08%	50
2023 Q4	$437K	Hold	7,200	–	–	0.08%	51
2023 Q3	$412K	Hold	7,200	–	–	0.07%	48
2023 Q2	$534K	Hold	7,200	–	–	0.09%	43
2023 Q1	$555K	Hold	7,200	–	–	0.1%	41
2022 Q4	$602K	Hold	7,200	–	–	0.11%	39
2022 Q3	$565K	Hold	7,200	–	–	0.11%	42
2022 Q2	$558K	Hold	7,200	–	–	0.1%	44
2022 Q1	$610K	Hold	7,200	–	–	0.1%	45
2021 Q4	$672K	Hold	7,200	–	–	0.11%	45
2021 Q3	$565K	Hold	7,200	–	–	0.1%	47
2021 Q2	$528K	Hold	7,200	–	–	0.09%	46
2021 Q1	$544K	Hold	7,200	–	–	0.1%	46
2020 Q4	$555K	Hold	7,200	–	–	0.11%	40
2020 Q3	$500K	Buy	+7,200	New	+$497K	0.11%	40

Other funds holding NEE

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

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

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 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