Berkeley Capital Partners’s NextEra Energy NEE Stock Holding History

Berkeley Capital Partners’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	$1.77M	Buy	19,026 +13,961	+276%	+$1.24M	0.41%	49
2025 Q4	$407K	Buy	5,065 +564	+13%	+$46.7K	0.1%	145
2025 Q3	$340K	Buy	4,501 +107	+2%	+$7.82K	0.08%	143
2025 Q2	$305K	Sell	4,394 -1,189	-21%	-$82.6K	0.08%	143
2025 Q1	$396K	Buy	5,583 +140	+3%	+$9.88K	0.11%	126
2024 Q4	$390K	Sell	5,443 -944	-15%	-$73.3K	0.11%	137
2024 Q3	$540K	Buy	6,387 +751	+13%	+$58.6K	0.15%	109
2024 Q2	$399K	Buy	5,636 +271	+5%	+$19.2K	0.12%	128
2024 Q1	$343K	Buy	5,365 +350	+7%	+$20.5K	0.1%	133
2023 Q4	$305K	Buy	5,015 +171	+4%	+$9.74K	0.1%	135
2023 Q3	$278K	Sell	4,844 -747	-13%	-$51.7K	0.1%	130
2023 Q2	$415K	Buy	5,591 +276	+5%	+$20.9K	0.15%	103
2023 Q1	$410K	Sell	5,315 -1,491	-22%	-$115K	0.15%	97
2022 Q4	$569K	Buy	6,806 +313	+5%	+$25.3K	0.22%	88
2022 Q3	$509K	Sell	6,493 -72	-1%	-$6.11K	0.22%	83
2022 Q2	$509K	Sell	6,565 -350	-5%	-$26.6K	0.21%	88
2022 Q1	$586K	Buy	6,915 +111	+2%	+$8.9K	0.23%	86
2021 Q4	$635K	Sell	6,804 -39	-0.6%	-$3.37K	0.26%	62
2021 Q3	$537K	Buy	6,843 +28	+0.4%	+$2.26K	0.25%	63
2021 Q2	$499K	Sell	6,815 -238	-3%	-$17.9K	0.22%	63
2021 Q1	$533K	Sell	7,053 -255	-3%	-$19.9K	0.26%	60
2020 Q4	$564K	Sell	7,308 -84	-1%	-$6.28K	0.29%	54
2020 Q3	$513K	Sell	7,392 -64	-0.9%	-$4.42K	0.31%	51
2020 Q2	$448K	Sell	7,456 -608	-8%	-$36.4K	0.28%	61
2020 Q1	$485K	Sell	8,064 -1,204	-13%	-$75.7K	0.33%	65
2019 Q4	$561K	Sell	9,268 -72	-0.8%	-$4.2K	0.29%	74
2019 Q3	$544K	Sell	9,340 -368	-4%	-$19.9K	0.29%	70
2019 Q2	$497K	Sell	9,708 -296	-3%	-$14.6K	0.23%	82
2019 Q1	$483K	Sell	10,004 -260	-3%	-$11.9K	0.24%	82
2018 Q4	$446K	Hold	10,264	–	–	0.25%	78
2018 Q3	$430K	Sell	10,264 -80	-0.8%	-$3.41K	0.24%	83
2018 Q2	$431K	Buy	10,344 +188	+2%	+$7.59K	0.25%	81
2018 Q1	$414K	Buy	+10,156	New	+$392K	0.24%	86
2017 Q4	–	Sell	-7,504	Closed	-$275K	–	121
2017 Q3	$275K	Hold	7,504	–	–	0.18%	104
2017 Q2	$263K	Hold	7,504	–	–	0.18%	102
2017 Q1	$241K	Buy	+7,504	New	+$236K	0.16%	110
2016 Q3	–	Sell	-7,380	Closed	-$241K	–	116
2016 Q2	$241K	Buy	+7,380	New	+$222K	0.17%	100

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

Berkeley Capital Partners's NEE Position: Q1 2026 in Review

Berkeley Capital Partners increased its NextEra Energy (NEE) stake by 276% in Q1 2026, buying an estimated $1.24M and bringing the position to 19,026 shares worth $1.77M. The position accounts for 0.41% of the portfolio, ranked #49.

Berkeley Capital Partners first reported a position in NEE in Q2 2016 and has held it in 37 quarters since. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Berkeley Capital Partners held 19,026 shares of NextEra Energy worth $1.77M as of Q1 2026.
Berkeley Capital Partners bought 13,961 NextEra Energy shares in Q1 2026, an estimated $1.24M.
NextEra Energy made up 0.41% of Berkeley Capital Partners's portfolio in Q1 2026, its #49 holding.
Berkeley Capital Partners first reported a position in NextEra Energy in Q2 2016 and has held it in 37 quarters since.
3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Berkeley Capital Partners's 13F filing for Q1 2026, filed 7 May 2026.