TFB Advisors’s NextEra Energy NEE Stock Holding History

TFB 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	-4,124	Closed	-$286K	–	337
2025 Q2	$286K	Sell	4,124 -751	-15%	-$52.2K	0.08%	269
2025 Q1	$346K	Sell	4,875 -762	-14%	-$53.8K	0.1%	224
2024 Q4	$404K	Sell	5,637 -42	-0.7%	-$3.26K	0.12%	200
2024 Q3	$480K	Buy	5,679 +62	+1%	+$4.84K	0.14%	169
2024 Q2	$398K	Buy	5,617 +1,650	+42%	+$117K	0.13%	177
2024 Q1	$272K	Buy	+3,967	New	+$232K	0.1%	218
2023 Q4	–	Sell	-3,876	Closed	-$222K	–	188
2023 Q3	$222K	Sell	3,876 -804	-17%	-$55.7K	0.27%	97
2023 Q2	$347K	Buy	4,680 +1,371	+41%	+$104K	0.15%	160
2023 Q1	$255K	Buy	3,309 +210	+7%	+$16.1K	0.19%	110
2022 Q4	$259K	Buy	+3,099	New	+$250K	0.22%	99

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