BRA
NEE icon

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
2024
Q3 		– Sell
-36,361
Closed -$2.57M – 69
2024
Q2 		$2.57M Buy
+36,361
New +$2.58M 0.57% 24

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.