Bennett Associates Wealth Management’s NextEra Energy NEE Stock Holding History

Bennett Associates Wealth 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	$428K	Sell	4,610 -29	-0.6%	-$2.58K	0.29%	36
2025 Q4	$372K	Buy	4,639 +462	+11%	+$38.3K	0.26%	38
2025 Q3	$315K	Buy	4,177 +536	+15%	+$39.2K	0.23%	40
2025 Q2	$253K	Sell	3,641 -87	-2%	-$6.04K	0.19%	46
2025 Q1	$264K	Sell	3,728 -452	-11%	-$31.9K	0.22%	41
2024 Q4	$300K	Buy	4,180 +1,467	+54%	+$114K	0.25%	41
2024 Q3	$229K	Buy	+2,713	New	+$212K	0.19%	42

Other funds holding NEE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bennett Associates Wealth Management's NEE Position: Q1 2026 in Review

Bennett Associates Wealth Management reduced its NextEra Energy (NEE) stake by 0.63% in Q1 2026, selling an estimated $2.58K and leaving 4,610 shares worth $428K. The position accounts for 0.29% of the portfolio, ranked #36.

Bennett Associates Wealth Management first reported a position in NEE in Q3 2024 and has held it in 7 quarters since. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Bennett Associates Wealth Management held 4,610 shares of NextEra Energy worth $428K as of Q1 2026.
Bennett Associates Wealth Management sold 29 NextEra Energy shares in Q1 2026, an estimated $2.58K.
NextEra Energy made up 0.29% of Bennett Associates Wealth Management's portfolio in Q1 2026, its #36 holding.
Bennett Associates Wealth Management first reported a position in NextEra Energy in Q3 2024 and has held it in 7 quarters since.
3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Bennett Associates Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.