Shulman DeMeo Asset Management’s NextEra Energy NEE Stock Holding History

Shulman DeMeo Asset 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	$207K	Sell	2,354 -9	-0.4%	-$814	0.04%	135
2026 Q1	$219K	Buy	+2,363	New	+$210K	0.05%	127
2021 Q2	–	Sell	-3,493	Closed	-$264K	–	116
2021 Q1	$264K	Sell	3,493 -6,804	-66%	-$531K	0.07%	112
2020 Q4	$794K	Buy	+10,297	New	+$770K	0.23%	49
2020 Q3	–	Sell	-8,320	Closed	-$500K	–	128
2020 Q2	$500K	Buy	8,320 +348	+4%	+$20.8K	0.19%	52
2020 Q1	$479K	Buy	7,972 +268	+3%	+$16.8K	0.22%	47
2019 Q4	$466K	Buy	7,704 +924	+14%	+$53.9K	0.16%	68
2019 Q3	$395K	Buy	+6,780	New	+$367K	0.13%	79

Other funds holding NEE

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Ninety One (UK)

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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