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Berkshire Money Management’s NextEra Energy NEE Stock Holding History

Berkshire Money 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 		– Sell
-2,513
Closed -$202K – 99
2025
Q4 		$202K Buy
+2,513
New +$208K 0.02% 131

Other funds holding NEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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 Money Management's NEE Position: Q1 2026 in Review

Berkshire Money Management sold out of NextEra Energy (NEE) in Q1 2026, closing a stake of 2,513 shares — an estimated $202K sold.

Berkshire Money Management first reported a position in NEE in Q4 2025 and held it in 1 quarter. The position peaked at $202K in Q4 2025. 3,037 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Berkshire Money Management reported no remaining NextEra Energy position as of Q1 2026 after selling out during the quarter.
  • Berkshire Money Management sold 2,513 NextEra Energy shares in Q1 2026, an estimated $202K.
  • Berkshire Money Management first reported a position in NextEra Energy in Q4 2025 and held it in 1 quarter.
  • Berkshire Money Management's NextEra Energy position peaked at $202K in Q4 2025.
  • 3,037 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Berkshire Money Management's 13F filing for Q1 2026, filed 21 Apr 2026.