Beese Fulmer Investment Management’s NextEra Energy NEE Stock Holding History

Beese Fulmer Investment 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 Q1	–	Sell	-3,694	Closed	-$297K	–	465
2025 Q4	$297K	Sell	3,694 -2,562	-41%	-$212K	0.02%	293
2025 Q3	$472K	Sell	6,256 -1,002	-14%	-$73.2K	0.03%	193
2025 Q2	$504K	Buy	7,258 +206	+3%	+$14.3K	0.04%	178
2025 Q1	$500K	Buy	7,052 +868	+14%	+$61.3K	0.04%	153
2024 Q4	$443K	Sell	6,184 -120	-2%	-$9.32K	0.04%	159
2024 Q3	$533K	Sell	6,304 -353	-5%	-$27.5K	0.05%	149
2024 Q2	$471K	Sell	6,657 -24	-0.4%	-$1.7K	0.04%	151
2024 Q1	$427K	Sell	6,681 -2,331	-26%	-$137K	0.04%	156
2023 Q4	$547K	Sell	9,012 -708	-7%	-$40.3K	0.06%	142
2023 Q3	$557K	Sell	9,720 -388	-4%	-$26.9K	0.06%	141
2023 Q2	$750K	Buy	10,108 +135	+1%	+$10.2K	0.08%	130
2023 Q1	$769K	Sell	9,973 -381	-4%	-$29.3K	0.09%	130
2022 Q4	$866K	Buy	10,354 +410	+4%	+$33.1K	0.1%	125
2022 Q3	$780K	Hold	9,944	–	–	0.1%	125
2022 Q2	$770K	Hold	9,944	–	–	0.1%	126
2022 Q1	$842K	Sell	9,944 -376	-4%	-$30.1K	0.09%	126
2021 Q4	$963K	Buy	10,320 +833	+9%	+$72K	0.1%	123
2021 Q3	$745K	Buy	9,487 +266	+3%	+$21.5K	0.08%	132
2021 Q2	$676K	Hold	9,221	–	–	0.08%	133
2021 Q1	$697K	Buy	9,221 +836	+10%	+$65.2K	0.08%	131
2020 Q4	$647K	Sell	8,385 -139	-2%	-$10.4K	0.08%	128
2020 Q3	$591K	Sell	8,524 -1,200	-12%	-$82.8K	0.08%	125
2020 Q2	$584K	Buy	9,724 +400	+4%	+$23.9K	0.09%	122
2020 Q1	$561K	Hold	9,324	–	–	0.1%	122
2019 Q4	$564K	Hold	9,324	–	–	0.08%	126
2019 Q3	$543K	Buy	9,324 +968	+12%	+$52.4K	0.08%	127
2019 Q2	$428K	Hold	8,356	–	–	0.08%	117
2019 Q1	$404K	Sell	8,356 -920	-10%	-$42.1K	0.08%	117
2018 Q4	$403K	Hold	9,276	–	–	0.09%	113
2018 Q3	$389K	Buy	9,276 +4	+0%	+$170	0.08%	120
2018 Q2	$387K	Buy	9,272 +4	+0%	+$162	0.08%	119
2018 Q1	$378K	Buy	9,268 +4	+0%	+$154	0.08%	120
2017 Q4	$362K	Buy	9,264 +4	+0%	+$154	0.08%	125
2017 Q3	$339K	Buy	9,260 +516	+6%	+$18.9K	0.08%	127
2017 Q2	$306K	Sell	8,744 -52	-0.6%	-$1.78K	0.07%	127
2017 Q1	$282K	Buy	8,796 +52	+0.6%	+$1.64K	0.07%	136
2016 Q4	$261K	Hold	8,744	–	–	0.07%	138
2016 Q3	$267K	Hold	8,744	–	–	0.07%	132
2016 Q2	$285K	Hold	8,744	–	–	0.08%	123
2016 Q1	$255K	Hold	8,744	–	–	0.07%	128
2015 Q4	$227K	Buy	+8,744	New	+$221K	0.07%	132

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Beese Fulmer Investment Management's NEE Position: Q1 2026 in Review

Beese Fulmer Investment Management sold out of NextEra Energy (NEE) in Q1 2026, closing a stake of 3,694 shares — an estimated $297K sold.

Beese Fulmer Investment Management first reported a position in NEE in Q4 2015 and held it in 41 quarters. The position peaked at $963K in Q4 2021. 3,042 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Beese Fulmer Investment Management reported no remaining NextEra Energy position as of Q1 2026 after selling out during the quarter.
Beese Fulmer Investment Management sold 3,694 NextEra Energy shares in Q1 2026, an estimated $297K.
Beese Fulmer Investment Management first reported a position in NextEra Energy in Q4 2015 and held it in 41 quarters.
Beese Fulmer Investment Management's NextEra Energy position peaked at $963K in Q4 2021.
3,042 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q1 2026, filed 16 Apr 2026.