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Berger Financial Group’s NextEra Energy NEE Stock Holding History

Berger Financial Group’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 		$1.19M Sell
12,861
-351
-3% -$31.2K 0.07% 191
2025
Q4 		$1.06M Sell
13,212
-282
-2% -$23.4K 0.06% 201
2025
Q3 		$1.02M Sell
13,494
-675
-5% -$49.3K 0.06% 206
2025
Q2 		$984K Sell
14,169
-984
-6% -$68.3K 0.06% 198
2025
Q1 		$1.07M Sell
15,153
-47
-0.3% -$3.32K 0.07% 182
2024
Q4 		$1.09M Sell
15,200
-115
-0.8% -$8.93K 0.08% 171
2024
Q3 		$1.29M Sell
15,315
-10
-0.1% -$780 0.09% 147
2024
Q2 		$1.09M Sell
15,325
-1,236
-7% -$87.7K 0.09% 145
2024
Q1 		$1.06M Sell
16,561
-5,270
-24% -$309K 0.09% 145
2023
Q4 		$1.33M Sell
21,831
-7,708
-26% -$439K 0.14% 109
2023
Q3 		$1.69M Sell
29,539
-8,102
-22% -$561K 0.19% 103
2023
Q2 		$2.79M Sell
37,641
-1,868
-5% -$141K 0.32% 83
2023
Q1 		$3.05M Sell
39,509
-1,169
-3% -$89.9K 0.37% 79
2022
Q4 		$3.4M Sell
40,678
-2,109
-5% -$170K 0.45% 70
2022
Q3 		$3.35M Buy
42,787
+1,048
+3% +$88.9K 0.49% 61
2022
Q2 		$3.23M Sell
41,739
-2,896
-6% -$220K 0.47% 60
2022
Q1 		$3.78M Sell
44,635
-552
-1% -$44.2K 0.48% 64
2021
Q4 		$4.22M Buy
+45,187
New +$3.91M 0.56% 59

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

Berger Financial Group's NEE Position: Q1 2026 in Review

Berger Financial Group reduced its NextEra Energy (NEE) stake by 2.7% in Q1 2026, selling an estimated $31.2K and leaving 12,861 shares worth $1.19M. The position accounts for 0.07% of the portfolio, ranked #191.

Berger Financial Group first reported a position in NEE in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.22M in Q4 2021. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Berger Financial Group held 12,861 shares of NextEra Energy worth $1.19M as of Q1 2026.
  • Berger Financial Group sold 351 NextEra Energy shares in Q1 2026, an estimated $31.2K.
  • NextEra Energy made up 0.07% of Berger Financial Group's portfolio in Q1 2026, its #191 holding.
  • Berger Financial Group first reported a position in NextEra Energy in Q4 2021 and has held it in 18 quarters since.
  • Berger Financial Group's NextEra Energy position peaked at $4.22M in Q4 2021.
  • 3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.