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Bell Investment Advisors’s NextEra Energy NEE Stock Holding History

Bell Investment Advisors’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 		$110K Buy
1,185
+447
+61% +$39.7K 0.02% 164
2025
Q4 		$59.2K Buy
738
+191
+35% +$15.8K 0.01% 238
2025
Q3 		$41.3K Sell
547
-177
-24% -$12.9K 0.01% 267
2025
Q2 		$50.3K Buy
724
+58
+9% +$4.03K 0.01% 246
2025
Q1 		$47.2K Buy
666
+12
+2% +$847 0.01% 227
2024
Q4 		$46.9K Sell
654
-30
-4% -$2.33K 0.01% 229
2024
Q3 		$57.8K Buy
684
+21
+3% +$1.64K 0.01% 209
2024
Q2 		$46.9K Buy
663
+69
+12% +$4.9K 0.01% 221
2024
Q1 		$38K Buy
594
+50
+9% +$2.93K 0.01% 252
2023
Q4 		$33K Sell
544
-34
-6% -$1.94K 0.01% 250
2023
Q3 		$33.1K Sell
578
-29
-5% -$2.01K 0.01% 224
2023
Q2 		$45K Buy
607
+123
+25% +$9.31K 0.01% 181
2023
Q1 		$37.3K Sell
484
-126
-21% -$9.69K 0.01% 203
2022
Q4 		$51K Buy
610
+124
+26% +$10K 0.01% 160
2022
Q3 		$38K Buy
486
+65
+15% +$5.51K 0.01% 167
2022
Q2 		$33K Buy
+421
New +$32.1K 0.01% 183
2021
Q4 		$36K Buy
382
+115
+43% +$9.94K 0.01% 196
2021
Q3 		$21K Buy
+267
New +$21.5K 0.01% 276

Other funds holding NEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bell Investment Advisors's NEE Position: Q1 2026 in Review

Bell Investment Advisors increased its NextEra Energy (NEE) stake by 61% in Q1 2026, buying an estimated $39.7K and bringing the position to 1,185 shares worth $110K. The position accounts for 0.02% of the portfolio, ranked #164.

Bell Investment Advisors first reported a position in NEE in Q3 2021 and has held it in 18 quarters since. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Bell Investment Advisors held 1,185 shares of NextEra Energy worth $110K as of Q1 2026.
  • Bell Investment Advisors bought 447 NextEra Energy shares in Q1 2026, an estimated $39.7K.
  • NextEra Energy made up 0.02% of Bell Investment Advisors's portfolio in Q1 2026, its #164 holding.
  • Bell Investment Advisors first reported a position in NextEra Energy in Q3 2021 and has held it in 18 quarters since.
  • 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.