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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
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
BlackRock New York $5.72T 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 $1.56T 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

Badgley Phelps Wealth Managers's NEE Position: Q1 2026 in Review

Badgley Phelps Wealth Managers increased its NextEra Energy (NEE) stake by 1.2% in Q1 2026, buying an estimated $236K and bringing the position to 231,812 shares worth $21.5M. The position accounts for 0.43% of the portfolio, ranked #63.

Badgley Phelps Wealth Managers first reported a position in NEE in Q3 2021 and has held it in 19 quarters since. The position peaked at $37.6M in Q4 2021. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Badgley Phelps Wealth Managers held 231,812 shares of NextEra Energy worth $21.5M as of Q1 2026.
  • Badgley Phelps Wealth Managers bought 2,657 NextEra Energy shares in Q1 2026, an estimated $236K.
  • NextEra Energy made up 0.43% of Badgley Phelps Wealth Managers's portfolio in Q1 2026, its #63 holding.
  • Badgley Phelps Wealth Managers first reported a position in NextEra Energy in Q3 2021 and has held it in 19 quarters since.
  • Badgley Phelps Wealth Managers's NextEra Energy position peaked at $37.6M in Q4 2021.
  • 3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q1 2026, filed 15 Apr 2026.