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Berkshire Asset Management’s NextEra Energy NEE Stock Holding History

Berkshire Asset 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 		$1.52M Sell
16,417
-471
-3% -$41.9K 0.07% 114
2025
Q4 		$1.36M Sell
16,888
-6,333
-27% -$525K 0.06% 123
2025
Q3 		$1.75M Buy
23,221
+162
+0.7% +$11.8K 0.07% 123
2025
Q2 		$1.6M Sell
23,059
-1,621
-7% -$113K 0.07% 121
2025
Q1 		$1.67M Sell
24,680
-596
-2% -$42.1K 0.08% 117
2024
Q4 		$1.84M Sell
25,276
-1,897
-7% -$147K 0.09% 111
2024
Q3 		$1.92M Hold
27,173
– – 0.1% 102
2024
Q2 		$1.92M Buy
27,173
+3,200
+13% +$227K 0.1% 103
2024
Q1 		$1.53M Sell
23,973
-1,205
-5% -$70.6K 0.08% 103
2023
Q4 		$1.53M Sell
25,178
-1,210
-5% -$69K 0.09% 102
2023
Q3 		$1.51M Sell
26,388
-794
-3% -$55K 0.09% 99
2023
Q2 		$2.02M Sell
27,182
-298
-1% -$22.6K 0.12% 85
2023
Q1 		$2.12M Sell
27,480
-206
-0.7% -$15.8K 0.13% 77
2022
Q4 		$2.31M Sell
27,686
-4,820
-15% -$389K 0.15% 71
2022
Q3 		$2.55M Sell
32,506
-619
-2% -$52.5K 0.18% 68
2022
Q2 		$2.57M Buy
33,125
+1,522
+5% +$116K 0.17% 70
2022
Q1 		$2.68M Sell
31,603
-93
-0.3% -$7.45K 0.17% 65
2021
Q4 		$2.96M Sell
31,696
-237
-0.7% -$20.5K 0.18% 70
2021
Q3 		$2.51M Buy
31,933
+1,884
+6% +$152K 0.17% 72
2021
Q2 		$2.2M Buy
30,049
+11,245
+60% +$844K 0.15% 78
2021
Q1 		$1.42M Sell
18,804
-13,313
-41% -$1.04M 0.11% 99
2020
Q4 		$2.48M Buy
32,117
+2,545
+9% +$190K 0.19% 66
2020
Q3 		$2.05M Buy
29,572
+136
+0.5% +$9.39K 0.2% 57
2020
Q2 		$1.77M Sell
29,436
-1,840
-6% -$110K 0.16% 66
2020
Q1 		$1.88M Sell
31,276
-2,708
-8% -$170K 0.2% 67
2019
Q4 		$2.06M Sell
33,984
-16,204
-32% -$946K 0.17% 70
2019
Q3 		$2.92M Buy
50,188
+3,588
+8% +$194K 0.25% 60
2019
Q2 		$2.39M Buy
46,600
+128
+0.3% +$6.3K 0.2% 76
2019
Q1 		$2.25M Sell
46,472
-1,848
-4% -$84.5K 0.19% 81
2018
Q4 		$2.1M Buy
48,320
+260
+0.5% +$11.4K 0.2% 81
2018
Q3 		$2.01M Buy
48,060
+7,740
+19% +$329K 0.17% 80
2018
Q2 		$1.68M Buy
40,320
+228
+0.6% +$9.21K 0.16% 86
2018
Q1 		$1.64M Sell
40,092
-3,080
-7% -$119K 0.16% 86
2017
Q4 		$1.69M Buy
43,172
+32,104
+290% +$1.24M 0.16% 86
2017
Q3 		$406K Buy
11,068
+2,928
+36% +$107K 0.05% 139
2017
Q2 		$285K Buy
8,140
+212
+3% +$7.25K 0.03% 163
2017
Q1 		$254K Buy
7,928
+888
+13% +$27.9K 0.03% 169
2016
Q4 		$210K Buy
+7,040
New +$210K 0.03% 173

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

Berkshire Asset Management's NEE Position: Q1 2026 in Review

Berkshire Asset Management reduced its NextEra Energy (NEE) stake by 2.8% in Q1 2026, selling an estimated $41.9K and leaving 16,417 shares worth $1.52M. The position accounts for 0.07% of the portfolio, ranked #114.

Berkshire Asset Management first reported a position in NEE in Q4 2016 and has held it in 38 quarters since. The position peaked at $2.96M in Q4 2021. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Berkshire Asset Management held 16,417 shares of NextEra Energy worth $1.52M as of Q1 2026.
  • Berkshire Asset Management sold 471 NextEra Energy shares in Q1 2026, an estimated $41.9K.
  • NextEra Energy made up 0.07% of Berkshire Asset Management's portfolio in Q1 2026, its #114 holding.
  • Berkshire Asset Management first reported a position in NextEra Energy in Q4 2016 and has held it in 38 quarters since.
  • Berkshire Asset Management's NextEra Energy position peaked at $2.96M in Q4 2021.
  • 3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Berkshire Asset Management's 13F filing for Q1 2026, filed 11 May 2026.