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 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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

BCS Wealth Management's NEE Position: Q2 2026 in Review

BCS Wealth Management increased its NextEra Energy (NEE) stake by 9.1% in Q2 2026, buying an estimated $78.1K and bringing the position to 10,314 shares worth $905K. The position accounts for 0.16% of the portfolio, ranked #114.

BCS Wealth Management first reported a position in NEE in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.43M in Q4 2025. 1,451 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

BCS Wealth Management held 10,314 shares of NextEra Energy worth $905K as of Q2 2026.
BCS Wealth Management bought 863 NextEra Energy shares in Q2 2026, an estimated $78.1K.
NextEra Energy made up 0.16% of BCS Wealth Management's portfolio in Q2 2026, its #114 holding.
BCS Wealth Management first reported a position in NextEra Energy in Q3 2023 and has held it in 12 quarters since.
BCS Wealth Management's NextEra Energy position peaked at $1.43M in Q4 2025.
1,451 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.