BCGM Wealth Management
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BCGM Wealth Management’s NextEra Energy NEE Stock Holding History

BCGM Wealth 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
Q3 		$264K Buy
3,484
+15
+0.4% +$1.27K 0.05% 165
2026
Q2 		$305K Sell
3,469
-94
-3% -$8.5K 0.06% 151
2026
Q1 		$331K Buy
3,563
+122
+4% +$10.8K 0.08% 140
2025
Q4 		$276K Sell
3,441
-49
-1% -$4.06K 0.07% 153
2025
Q3 		$263K Buy
+3,490
New +$255K 0.07% 154

Other funds holding NEE

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

BCGM Wealth Management's NEE Position: Q3 2026 in Review

BCGM Wealth Management increased its NextEra Energy (NEE) stake by 0.43% in Q3 2026, buying an estimated $1.27K and bringing the position to 3,484 shares worth $264K. The position accounts for 0.05% of the portfolio, ranked #165.

BCGM Wealth Management first reported a position in NEE in Q3 2025 and has held it in 5 quarters since. The position peaked at $331K in Q1 2026. 2,004 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

  • BCGM Wealth Management held 3,484 shares of NextEra Energy worth $264K as of Q3 2026.
  • BCGM Wealth Management bought 15 NextEra Energy shares in Q3 2026, an estimated $1.27K.
  • NextEra Energy made up 0.05% of BCGM Wealth Management's portfolio in Q3 2026, its #165 holding.
  • BCGM Wealth Management first reported a position in NextEra Energy in Q3 2025 and has held it in 5 quarters since.
  • BCGM Wealth Management's NextEra Energy position peaked at $331K in Q1 2026.
  • 2,004 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on BCGM Wealth Management's 13F filing for Q3 2026, filed 10 Nov 2026.