Badgley Phelps Wealth Managers’s NextEra Energy NEE Stock Holding History

Badgley Phelps Wealth Managers’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	$20.5M	Buy	233,824 +2,012	+0.9%	+$182K	0.36%	69
2026 Q1	$21.5M	Buy	231,812 +2,657	+1%	+$236K	0.43%	63
2025 Q4	$18.4M	Buy	229,155 +10,061	+5%	+$833K	0.34%	74
2025 Q3	$16.5M	Sell	219,094 -896	-0.4%	-$65.5K	0.35%	77
2025 Q2	$15.3M	Buy	219,990 +148	+0.1%	+$10.3K	0.34%	81
2025 Q1	$15.6M	Sell	219,842 -12,138	-5%	-$857K	0.38%	75
2024 Q4	$16.6M	Sell	231,980 -126,208	-35%	-$9.8M	0.39%	73
2024 Q3	$30.3M	Buy	358,188 +6,124	+2%	+$478K	0.7%	40
2024 Q2	$24.9M	Buy	352,064 +77,994	+28%	+$5.53M	0.62%	45
2024 Q1	$17.5M	Buy	274,070 +9,832	+4%	+$576K	0.44%	74
2023 Q4	$16M	Buy	264,238 +11,870	+5%	+$676K	0.44%	72
2023 Q3	$14.5M	Buy	252,368 +1,558	+0.6%	+$108K	0.49%	68
2023 Q2	$18.6M	Buy	250,810 +833	+0.3%	+$63.1K	0.61%	53
2023 Q1	$19.3M	Sell	249,977 -89,117	-26%	-$6.85M	0.71%	47
2022 Q4	$28.3M	Buy	339,094 +2,915	+0.9%	+$235K	1.13%	27
2022 Q3	$26.4M	Buy	336,179 +5,981	+2%	+$507K	1.13%	24
2022 Q2	$25.6M	Sell	330,198 -2,514	-0.8%	-$191K	1.05%	29
2022 Q1	$28.2M	Sell	332,712 -69,670	-17%	-$5.58M	0.98%	28
2021 Q4	$37.6M	Buy	402,382 +10,794	+3%	+$933K	1.22%	21
2021 Q3	$30.7M	Buy	+391,588	New	+$31.6M	1.12%	24

Other funds holding NEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Badgley Phelps Wealth Managers's NEE Position: Q2 2026 in Review

Badgley Phelps Wealth Managers increased its NextEra Energy (NEE) stake by 0.87% in Q2 2026, buying an estimated $182K and bringing the position to 233,824 shares worth $20.5M. The position accounts for 0.36% of the portfolio, ranked #69.

Badgley Phelps Wealth Managers first reported a position in NEE in Q3 2021 and has held it in 20 quarters since. The position peaked at $37.6M in Q4 2021. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Badgley Phelps Wealth Managers held 233,824 shares of NextEra Energy worth $20.5M as of Q2 2026.
Badgley Phelps Wealth Managers bought 2,012 NextEra Energy shares in Q2 2026, an estimated $182K.
NextEra Energy made up 0.36% of Badgley Phelps Wealth Managers's portfolio in Q2 2026, its #69 holding.
Badgley Phelps Wealth Managers first reported a position in NextEra Energy in Q3 2021 and has held it in 20 quarters since.
Badgley Phelps Wealth Managers's NextEra Energy position peaked at $37.6M in Q4 2021.
3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q2 2026, filed 31 Jul 2026.