Bellevue Asset Management’s NextEra Energy NEE Stock Holding History

Bellevue Asset 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	$25.8K	Buy	293 +2	+0.7%	+$181	0.01%	230
2026 Q1	$27.1K	Buy	291 +1	+0.3%	+$89	0.01%	222
2025 Q4	$23.3K	Buy	290 +2	+0.7%	+$166	0.01%	224
2025 Q3	$21.8K	Buy	288 +2	+0.7%	+$146	0.01%	226
2025 Q2	$19.9K	Buy	286 +2	+0.7%	+$139	0.01%	233
2025 Q1	$20.2K	Buy	284 +1	+0.4%	+$71	0.01%	232
2024 Q4	$20.3K	Buy	283 +74	+35%	+$5.75K	0.01%	236
2024 Q3	$17.7K	Buy	209 +1	+0.5%	+$78	0.01%	238
2024 Q2	$14.8K	Hold	208	–	–	0.01%	250
2024 Q1	$13.3K	Buy	208 +2	+1%	+$117	0.01%	246
2023 Q4	$12.5K	Buy	206 +1	+0.5%	+$57	0.01%	253
2023 Q3	$11.8K	Buy	205 +51	+33%	+$3.53K	0.01%	249
2023 Q2	$11.4K	Buy	154 +1	+0.7%	+$76	0.01%	259
2023 Q1	$11.8K	Hold	153	–	–	0.01%	259
2022 Q4	$12.6K	Buy	153 +1	+0.7%	+$81	0.01%	257
2022 Q3	$12K	Buy	152 +1	+0.7%	+$85	0.01%	267
2022 Q2	$12K	Hold	151	–	–	0.01%	284
2022 Q1	$13K	Buy	151 +1	+0.7%	+$80	0.01%	298
2021 Q4	$14K	Hold	150	–	–	0.01%	304
2021 Q3	$12K	Hold	150	–	–	0.01%	324
2021 Q2	$11K	Hold	150	–	–	0.01%	328
2021 Q1	$11K	Buy	150 +125	+500%	+$9.76K	0.01%	347
2020 Q4	$2K	Buy	+25	New	+$1.87K	﹤0.01%	599

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

Bellevue Asset Management's NEE Position: Q2 2026 in Review

Bellevue Asset Management increased its NextEra Energy (NEE) stake by 0.69% in Q2 2026, buying an estimated $181 and bringing the position to 293 shares worth $25.8K. The position accounts for 0.01% of the portfolio, ranked #230.

Bellevue Asset Management first reported a position in NEE in Q4 2020 and has held it in 23 quarters since. The position peaked at $27.1K in Q1 2026. 3,023 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Bellevue Asset Management held 293 shares of NextEra Energy worth $25.8K as of Q2 2026.
Bellevue Asset Management bought 2 NextEra Energy shares in Q2 2026, an estimated $181.
NextEra Energy made up 0.01% of Bellevue Asset Management's portfolio in Q2 2026, its #230 holding.
Bellevue Asset Management first reported a position in NextEra Energy in Q4 2020 and has held it in 23 quarters since.
Bellevue Asset Management's NextEra Energy position peaked at $27.1K in Q1 2026.
3,023 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Bellevue Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.