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Berbice Capital Management’s NextEra Energy NEE Stock Holding History

Berbice Capital 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 		– Sell
-200
Closed -$18.6K – 125
2026
Q1 		$18.6K Hold
200
– – 0.01% 119
2025
Q4 		$16.1K Hold
200
– – 0.01% 117
2025
Q3 		$15.1K Hold
200
– – 0.01% 151
2025
Q2 		$13.9K Buy
200
+100
+100% +$6.95K 0.01% 142
2025
Q1 		$7.09K Buy
+100
New +$7.06K 0.01% 157

Other funds holding NEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Berbice Capital Management's NEE Position: Q2 2026 in Review

Berbice Capital Management sold out of NextEra Energy (NEE) in Q2 2026, closing a stake of 200 shares — an estimated $18.6K sold.

Berbice Capital Management first reported a position in NEE in Q1 2025 and held it in 5 quarters. The position peaked at $18.6K in Q1 2026. 3,021 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Berbice Capital Management reported no remaining NextEra Energy position as of Q2 2026 after selling out during the quarter.
  • Berbice Capital Management sold 200 NextEra Energy shares in Q2 2026, an estimated $18.6K.
  • Berbice Capital Management first reported a position in NextEra Energy in Q1 2025 and held it in 5 quarters.
  • Berbice Capital Management's NextEra Energy position peaked at $18.6K in Q1 2026.
  • 3,021 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Berbice Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.