Bearing Point Capital’s NextEra Energy NEE Stock Holding History

Bearing Point Capital’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	$1.73M	Buy	19,727 +287	+1%	+$26K	0.23%	84
2026 Q1	$1.81M	Buy	19,440 +335	+2%	+$29.8K	0.28%	78
2025 Q4	$1.53M	Buy	19,105 +1,700	+10%	+$141K	0.24%	81
2025 Q3	$1.31M	Sell	17,405 -730	-4%	-$53.3K	0.23%	82
2025 Q2	$1.26M	Sell	18,135 -4,151	-19%	-$288K	0.23%	81
2025 Q1	$1.58M	Buy	22,286 +360	+2%	+$25.4K	0.34%	73
2024 Q4	$1.57M	Buy	+21,926	New	+$1.7M	0.33%	74

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

Bearing Point Capital's NEE Position: Q2 2026 in Review

Bearing Point Capital increased its NextEra Energy (NEE) stake by 1.5% in Q2 2026, buying an estimated $26K and bringing the position to 19,727 shares worth $1.73M. The position accounts for 0.23% of the portfolio, ranked #84.

Bearing Point Capital first reported a position in NEE in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.81M in Q1 2026. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Bearing Point Capital held 19,727 shares of NextEra Energy worth $1.73M as of Q2 2026.
Bearing Point Capital bought 287 NextEra Energy shares in Q2 2026, an estimated $26K.
NextEra Energy made up 0.23% of Bearing Point Capital's portfolio in Q2 2026, its #84 holding.
Bearing Point Capital first reported a position in NextEra Energy in Q4 2024 and has held it in 7 quarters since.
Bearing Point Capital's NextEra Energy position peaked at $1.81M in Q1 2026.
3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Bearing Point Capital's 13F filing for Q2 2026, filed 11 Aug 2026.