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Retirement Income Solutions’s NextEra Energy NEE Stock Holding History

Retirement Income Solutions’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 		$339K Buy
+3,649
New +$324K 0.06% 120
2023
Q2 		– Sell
-3,528
Closed -$272K – 143
2023
Q1 		$272K Hold
3,528
– – 0.08% 109
2022
Q4 		$295K Buy
+3,528
New +$285K 0.09% 96
2018
Q3 		– Sell
-9,888
Closed -$413K – 70
2018
Q2 		$413K Sell
9,888
-144
-1% -$5.82K 0.25% 42
2018
Q1 		$410K Sell
10,032
-84
-0.8% -$3.24K 0.25% 36
2017
Q4 		$395K Buy
+10,116
New +$391K 0.23% 48

Other funds holding NEE

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
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