BCS Wealth Management’s NextEra Energy NEE Stock Holding History

BCS 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	$772K	Sell	10,191 -123	-1%	-$10.4K	0.14%	127
2026 Q2	$905K	Buy	10,314 +863	+9%	+$78.1K	0.16%	114
2026 Q1	$878K	Sell	9,451 -8,357	-47%	-$743K	0.18%	108
2025 Q4	$1.43M	Buy	17,808 +12,773	+254%	+$1.06M	0.14%	121
2025 Q3	$380K	Sell	5,035 -453	-8%	-$33.1K	0.09%	174
2025 Q2	$381K	Buy	5,488 +448	+9%	+$31.1K	0.08%	178
2025 Q1	$357K	Hold	5,040	–	–	0.09%	180
2024 Q4	$361K	Sell	5,040 -33	-0.7%	-$2.56K	0.09%	183
2024 Q3	$429K	Hold	5,073	–	–	0.18%	104
2024 Q2	$359K	Hold	5,073	–	–	0.17%	115
2024 Q1	$324K	Hold	5,073	–	–	0.1%	179
2023 Q4	$308K	Hold	5,073	–	–	0.11%	163
2023 Q3	$291K	Buy	+5,073	New	+$351K	0.12%	155

Other funds holding NEE

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

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

BCS Wealth Management reduced its NextEra Energy (NEE) stake by 1.2% in Q3 2026, selling an estimated $10.4K and leaving 10,191 shares worth $772K. The position accounts for 0.14% of the portfolio, ranked #127.

BCS Wealth Management first reported a position in NEE in Q3 2023 and has held it in 13 quarters since. The position peaked at $1.43M in Q4 2025. 1,867 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

BCS Wealth Management held 10,191 shares of NextEra Energy worth $772K as of Q3 2026.
BCS Wealth Management sold 123 NextEra Energy shares in Q3 2026, an estimated $10.4K.
NextEra Energy made up 0.14% of BCS Wealth Management's portfolio in Q3 2026, its #127 holding.
BCS Wealth Management first reported a position in NextEra Energy in Q3 2023 and has held it in 13 quarters since.
BCS Wealth Management's NextEra Energy position peaked at $1.43M in Q4 2025.
1,867 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on BCS Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.