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Nextera Energy, Inc. Employee Retirement Savings Plan

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Plan was created by rafa on 2/4/2017.
Number of Followers: 9


COMMENTS plan comments help
comment plan bmurphy 2/5/2017 1:54:55 PM
All investment options are represented, but Fisher Emerging Markets is being proxied by EEM, which is unlikely to perform similarly (due to styles).

comment plan brian 6/19/2021 2:48:20 PM
Plan is correct based off of the company's 2019 form 5500 filing.

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TRANSACTIONS investment options help
The investment options available to you through the plan have changed? Add or remove any here and get up-to-date advice:



NameTickerActionDate 
Vanguard Target Retirement 2060 Fund Investor SharesVTTSXwas added by brian6/21/2021Remove
Vanguard Target Retirement 2060 Fund Investor SharesVTTSXwas removed by brian6/21/2021Remove
Vanguard Target Retirement 2060 Fund Investor SharesVTTSXwas added by brian6/19/2021Remove
Vanguard Target Retirement 2050 Fund Investor SharesVFIFXwas added by brian6/19/2021Remove
Vanguard Target Retirement 2040 Fund Investor SharesVFORXwas added by brian6/19/2021Remove
Vanguard Target Retirement 2030 Fund Investor SharesVTHRXwas added by brian6/19/2021Remove
Vanguard Target Retirement 2020 Fund Investor SharesVTWNXwas added by brian6/19/2021Remove
Vanguard Target Retirement 2065 Fund Investor SharesVLXVXwas added by brian6/19/2021Remove
PIMCO Diversified Real Asset Trustwas added by brian6/19/2021Remove
BTC Equity Income Mwas added by brian6/19/2021Remove
Small/Mid Growth by Delawarewas removed by brian6/19/2021
Large Growth Fund by T. Rowe Pricewas removed by brian6/19/2021
BTC S&P 500 Index Twas removed by brian6/19/2021
PIMCO Diversified Real Asset Trustwas removed by brian6/19/2021Remove
Fisher Emerging Marketswas added by bmurphy2/5/2017Remove
Fisher Emerging Marketswas removed by bmurphy2/5/2017Remove
Small/Mid Growth by Delawarewas added by bmurphy2/5/2017
Small/Mid Growth by Delawarewas removed by bmurphy2/5/2017
Aristotle Sm Cap Eqwas added by bmurphy2/5/2017Remove
Large Growth Fund by T. Rowe Pricewas added by bmurphy2/5/2017
Large Growth Fund by T. Rowe Pricewas removed by bmurphy2/5/2017
Vanguard VMMR-Fed Mmktwas added by bmurphy2/5/2017Remove
Vanguard VMMR-Fed Mmktwas removed by bmurphy2/5/2017Remove
Vanguard VMMR-Fed Mmktwas added by bmurphy2/5/2017Remove
Vanguard VMMR-Fed Mmktwas removed by bmurphy2/5/2017Remove
BTC US Debt Index Wwas added by bmurphy2/5/2017Remove
BTC US Debt Index Wwas removed by bmurphy2/5/2017Remove
BTC ACWI Ex US IMI Mwas added by bmurphy2/5/2017Remove
BTC ACWI Ex US IMI Mwas removed by bmurphy2/5/2017Remove
BlackRock Russell 2000 Index Mwas added by bmurphy2/5/2017Remove
BlackRock Russell 2000 Index Mwas removed by bmurphy2/5/2017Remove
BTC S&P 500 Index Twas added by bmurphy2/5/2017
BTC S&P 500 Index Twas removed by bmurphy2/5/2017
BTC Russell 3000 Mwas added by bmurphy2/5/2017Remove
BTC Russell 3000 Mwas removed by bmurphy2/5/2017Remove
Vanguard Target Retirement 2055 Fund Investor SharesVFFVXwas added by bmurphy2/5/2017Remove
Vanguard Target Retirement 2045 Fund Investor SharesVTIVXwas added by bmurphy2/5/2017Remove
Vanguard Target Retirement 2035 Fund Investor SharesVTTHXwas added by bmurphy2/5/2017Remove
Vanguard Target Retirement 2030 Fund Investor SharesVTHRXwas removed by bmurphy2/5/2017Remove
Vanguard Target Retirement 2030 Fund Investor SharesVTHRXwas added by bmurphy2/5/2017Remove
Vanguard Target Retirement 2025 Fund Investor SharesVTTVXwas added by bmurphy2/5/2017Remove
Vanguard Target Retirement 2015 Fund Investor SharesVTXVXwas added by bmurphy2/5/2017Remove
NextEra Energy IncNEEwas added by rafa2/4/2017Remove
JPMorgan Equity Income Fund Class R6OIEJXwas added by rafa2/4/2017Remove
PIMCO Diversified Real Asset Trustwas added by rafa2/4/2017Remove
American Funds EuroPacific Growth Fund Class R-6RERGXwas added by rafa2/4/2017Remove
Fidelity Low-Priced Stock Fund Class KFLPKXwas added by rafa2/4/2017Remove
Large Growth Fund by T. Rowe Pricewas added by rafa2/4/2017
Loomis Sayles Core Plus Bond Fund Class YNERYXwas added by rafa2/4/2017Remove
Eaton Vance Floating - Rate Fund Institutional ClassEIBLXwas added by rafa2/4/2017Remove
Small/Mid Growth by Delawarewas added by rafa2/4/2017
Cohen & Steers Realty Shares FundCSRSXwas added by rafa2/4/2017Remove
BTC ACWI Ex US IMI Mwas added by rafa2/4/2017Remove
Fisher Emerging Marketswas added by rafa2/4/2017Remove
BlackRock Russell 2000 Index Mwas added by rafa2/4/2017Remove
BTC US Debt Index Wwas added by rafa2/4/2017Remove
Vanguard Target Retirement Income Fund Investor SharesVTINXwas added by rafa2/4/2017Remove
Vanguard PRIMECAP Core Fund Investor SharesVPCCXwas added by rafa2/4/2017Remove
BTC Russell 3000 Mwas added by rafa2/4/2017Remove
BTC S&P 500 Index Twas added by rafa2/4/2017
Vanguard VMMR-Fed Mmktwas added by rafa2/4/2017Remove
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Plan Transactions

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