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 Q2	$450K	Buy	5,126 +516	+11%	+$46.7K	0.28%	32
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 $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

Bennett Associates Wealth Management's NEE Position: Q2 2026 in Review

Bennett Associates Wealth Management increased its NextEra Energy (NEE) stake by 11% in Q2 2026, buying an estimated $46.7K and bringing the position to 5,126 shares worth $450K. The position accounts for 0.28% of the portfolio, ranked #32.

Bennett Associates Wealth Management first reported a position in NEE in Q3 2024 and has held it in 8 quarters since. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Bennett Associates Wealth Management held 5,126 shares of NextEra Energy worth $450K as of Q2 2026.
Bennett Associates Wealth Management bought 516 NextEra Energy shares in Q2 2026, an estimated $46.7K.
NextEra Energy made up 0.28% of Bennett Associates Wealth Management's portfolio in Q2 2026, its #32 holding.
Bennett Associates Wealth Management first reported a position in NextEra Energy in Q3 2024 and has held it in 8 quarters since.
3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Bennett Associates Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.