Bedel Financial Consulting’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $806K | Buy |
9,182
+1
| +0% | +$90 | 0.08% | 133 |
|
|
2026
Q1 | $853K | Sell |
9,181
-2,000
| -18% | -$178K | 0.1% | 117 |
|
|
2025
Q4 | $898K | Sell |
11,181
-500
| -4% | -$41.4K | 0.1% | 114 |
|
|
2025
Q3 | $882K | Hold |
11,681
| – | – | 0.11% | 109 |
|
|
2025
Q2 | $811K | Sell |
11,681
-86
| -0.7% | -$5.97K | 0.11% | 107 |
|
|
2025
Q1 | $783K | Buy |
11,767
+86
| +0.7% | +$6.07K | 0.11% | 104 |
|
|
2024
Q4 | $808K | Sell |
11,681
-41
| -0.3% | -$3.19K | 0.11% | 101 |
|
|
2024
Q3 | $991K | Buy |
11,722
+741
| +7% | +$57.8K | 0.14% | 84 |
|
|
2024
Q2 | $778K | Hold |
10,981
| – | – | 0.11% | 95 |
|
|
2024
Q1 | $702K | Sell |
10,981
-89
| -0.8% | -$5.21K | 0.11% | 98 |
|
|
2023
Q4 | $672K | Sell |
11,070
-346
| -3% | -$19.7K | 0.12% | 100 |
|
|
2023
Q3 | $654K | Hold |
11,416
| – | – | 0.13% | 92 |
|
|
2023
Q2 | $847K | Sell |
11,416
-206
| -2% | -$15.6K | 0.18% | 72 |
|
|
2023
Q1 | $896K | Buy |
11,622
+2
| +0% | +$154 | 0.22% | 69 |
|
|
2022
Q4 | $971K | Buy |
11,620
+1
| +0% | +$81 | 0.24% | 59 |
|
|
2022
Q3 | $898K | Sell |
11,619
-1,799
| -13% | -$153K | 0.24% | 63 |
|
|
2022
Q2 | $1.04M | Buy |
13,418
+1
| +0% | +$76 | 0.3% | 46 |
|
|
2022
Q1 | $1.14M | Sell |
13,417
-51
| -0.4% | -$4.09K | 0.36% | 38 |
|
|
2021
Q4 | $1.26M | Sell |
13,468
-92
| -0.7% | -$7.95K | 0.39% | 38 |
|
|
2021
Q3 | $1.06M | Hold |
13,560
| – | – | 0.37% | 38 |
|
|
2021
Q2 | $994K | Hold |
13,560
| – | – | 0.35% | 43 |
|
|
2021
Q1 | $1.02M | Buy |
13,560
+228
| +2% | +$17.8K | 0.4% | 35 |
|
|
2020
Q4 | $1.03M | Hold |
13,332
| – | – | 0.46% | 31 |
|
|
2020
Q3 | $925K | Buy |
13,332
+48
| +0.4% | +$3.31K | 0.46% | 31 |
|
|
2020
Q2 | $798K | Sell |
13,284
-420
| -3% | -$25.1K | 0.43% | 34 |
|
|
2020
Q1 | $824K | Hold |
13,704
| – | – | 0.54% | 25 |
|
|
2019
Q4 | $830K | Buy |
13,704
+56
| +0.4% | +$3.27K | 0.47% | 30 |
|
|
2019
Q3 | $795K | Buy |
13,648
+188
| +1% | +$10.2K | 0.48% | 36 |
|
|
2019
Q2 | $689K | Sell |
13,460
-620
| -4% | -$30.5K | 0.42% | 42 |
|
|
2019
Q1 | $680K | Sell |
14,080
-620
| -4% | -$28.3K | 0.43% | 37 |
|
|
2018
Q4 | $639K | Sell |
14,700
-1,240
| -8% | -$54.2K | 0.46% | 37 |
|
|
2018
Q3 | $682K | Buy |
15,940
+1,240
| +8% | +$52.8K | 0.46% | 40 |
|
|
2018
Q2 | $614K | Hold |
14,700
| – | – | 0.45% | 42 |
|
|
2018
Q1 | $600K | Hold |
14,700
| – | – | 0.46% | 44 |
|
|
2017
Q4 | $574K | Buy |
+14,700
| New | +$568K | 0.52% | 46 |
|
Other funds holding NEE
COPPSERS
DC
Bedel Financial Consulting's NEE Position: Q2 2026 in Review
Bedel Financial Consulting increased its NextEra Energy (NEE) stake by 0.01% in Q2 2026, buying an estimated $90 and bringing the position to 9,182 shares worth $806K. The position accounts for 0.08% of the portfolio, ranked #133.
Bedel Financial Consulting first reported a position in NEE in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.26M in Q4 2021. 1,451 funds tracked by Wall St. Rank hold NEE as of Q2 2026.
- Bedel Financial Consulting held 9,182 shares of NextEra Energy worth $806K as of Q2 2026.
- Bedel Financial Consulting bought 1 NextEra Energy share in Q2 2026, an estimated $90.
- NextEra Energy made up 0.08% of Bedel Financial Consulting's portfolio in Q2 2026, its #133 holding.
- Bedel Financial Consulting first reported a position in NextEra Energy in Q4 2017 and has held it in 35 quarters since.
- Bedel Financial Consulting's NextEra Energy position peaked at $1.26M in Q4 2021.
- 1,451 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.
Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.