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Bender Robert & Associates’s NextEra Energy NEE Stock Holding History

Bender Robert & Associates’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 		$3.15M Sell
33,947
-1,273
-4% -$113K 0.76% 23
2025
Q4 		$2.83M Sell
35,220
-653
-2% -$54.1K 0.59% 25
2025
Q3 		$2.71M Sell
35,873
-75
-0.2% -$5.48K 0.59% 25
2025
Q2 		$2.5M Sell
35,948
-250
-0.7% -$17.4K 0.56% 25
2025
Q1 		$2.57M Sell
36,198
-328
-0.9% -$23.2K 0.65% 25
2024
Q4 		$2.62M Buy
36,526
+295
+0.8% +$22.9K 0.63% 25
2024
Q3 		$3.06M Buy
+36,231
New +$2.83M 0.65% 24
2024
Q2 		– Sell
-37,841
Closed -$2.68M – 72
2024
Q1 		$2.42M Sell
37,841
-589
-2% -$34.5K 0.57% 24
2023
Q4 		$2.33M Sell
38,430
-1,805
-4% -$103K 0.59% 24
2023
Q3 		$2.31M Buy
40,235
+280
+0.7% +$19.4K 0.67% 23
2023
Q2 		$2.96M Buy
39,955
+132
+0.3% +$9.99K 0.82% 22
2023
Q1 		$3.07M Sell
39,823
-535
-1% -$41.1K 0.95% 23
2022
Q4 		$3.37M Hold
40,358
– – 1.26% 21
2022
Q3 		$3.16M Buy
40,358
+1,574
+4% +$134K 1.23% 22
2022
Q2 		$3M Sell
38,784
-1,120
-3% -$85.3K 1.15% 23
2022
Q1 		$3.38M Buy
39,904
+4,996
+14% +$400K 0.96% 22
2021
Q4 		$2.74M Hold
34,908
– – 0.79% 26
2021
Q3 		$2.74M Sell
34,908
-98
-0.3% -$7.9K 0.78% 26
2021
Q2 		$2.56M Buy
35,006
+1,775
+5% +$133K 0.73% 26
2021
Q1 		$2.51M Buy
33,231
+4,005
+14% +$313K 0.81% 27
2020
Q4 		$2.25M Buy
29,226
+2,390
+9% +$179K 0.72% 26
2020
Q3 		$1.86M Buy
26,836
+196
+0.7% +$13.5K 0.67% 28
2020
Q2 		$1.6M Buy
26,640
+1,760
+7% +$105K 0.63% 28
2020
Q1 		$1.5M Buy
24,880
+1,860
+8% +$117K 0.8% 26
2019
Q4 		$1.39M Hold
23,020
– – 0.63% 27
2019
Q3 		$1.34M Buy
23,020
+720
+3% +$39K 0.67% 28
2019
Q2 		$1.17M Buy
22,300
+3,152
+16% +$155K 0.55% 29
2019
Q1 		$925K Buy
19,148
+548
+3% +$25.1K 0.45% 29
2018
Q4 		$808K Buy
18,600
+40
+0.2% +$1.75K 0.47% 29
2018
Q3 		$778K Buy
18,560
+400
+2% +$17K 0.35% 31
2018
Q2 		$758K Buy
18,160
+1,120
+7% +$45.2K 0.4% 29
2018
Q1 		$696K Buy
17,040
+2,148
+14% +$82.8K 0.39% 31
2017
Q4 		$581K Sell
14,892
-104
-0.7% -$4.01K 0.32% 32
2017
Q3 		$549K Buy
14,996
+200
+1% +$7.33K 0.32% 32
2017
Q2 		$518K Sell
14,796
-420
-3% -$14.4K 0.32% 32
2017
Q1 		$488K Sell
15,216
-480
-3% -$15.1K 0.31% 36
2016
Q4 		$469K Buy
15,696
+240
+2% +$7.17K 0.33% 37
2016
Q3 		$473K Sell
15,456
-40
-0.3% -$1.26K 0.31% 36
2016
Q2 		$505K Sell
15,496
-200
-1% -$6K 0.36% 35
2016
Q1 		$464K Sell
15,696
-800
-5% -$22.5K 0.31% 36
2015
Q4 		$428K Buy
16,496
+772
+5% +$19.5K 0.27% 39
2015
Q3 		$383K Buy
15,724
+260
+2% +$6.61K 0.26% 37
2015
Q2 		$379K Hold
15,464
– – 0.23% 38
2015
Q1 		$402K Buy
15,464
+768
+5% +$20.3K 0.23% 38
2014
Q4 		$390K Buy
14,696
+796
+6% +$20.1K 0.26% 37
2014
Q3 		$326K Buy
13,900
+40
+0.3% +$966 0.23% 40
2014
Q2 		$355K Sell
13,860
-180
-1% -$4.38K 0.25% 41
2014
Q1 		$336 Sell
14,040
-200
-1% -$4.53K 0.23% 42
2013
Q4 		$305K Hold
14,240
– – 0.23% 45
2013
Q3 		$285K Buy
14,240
+720
+5% +$14.9K 0.22% 44
2013
Q2 		$275K Buy
+13,520
New +$268K 0.24% 42

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

Bender Robert & Associates's NEE Position: Q1 2026 in Review

Bender Robert & Associates reduced its NextEra Energy (NEE) stake by 3.6% in Q1 2026, selling an estimated $113K and leaving 33,947 shares worth $3.15M. The position accounts for 0.76% of the portfolio, ranked #23.

Bender Robert & Associates first reported a position in NEE in Q2 2013 and has held it in 51 quarters since. The position peaked at $3.38M in Q1 2022. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Bender Robert & Associates held 33,947 shares of NextEra Energy worth $3.15M as of Q1 2026.
  • Bender Robert & Associates sold 1,273 NextEra Energy shares in Q1 2026, an estimated $113K.
  • NextEra Energy made up 0.76% of Bender Robert & Associates's portfolio in Q1 2026, its #23 holding.
  • Bender Robert & Associates first reported a position in NextEra Energy in Q2 2013 and has held it in 51 quarters since.
  • Bender Robert & Associates's NextEra Energy position peaked at $3.38M in Q1 2022.
  • 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Bender Robert & Associates's 13F filing for Q1 2026, filed 23 Apr 2026.