Berman McAleer’s NextEra Energy NEE Stock Holding History

Berman McAleer’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	$488K	Buy	5,563 +73	+1%	+$6.6K	0.06%	105
2026 Q1	$510K	Sell	5,490 -17	-0.3%	-$1.51K	0.07%	95
2025 Q4	$442K	Buy	5,507 +17	+0.3%	+$1.41K	0.06%	103
2025 Q3	$414K	Buy	+5,490	New	+$401K	0.06%	103

Other funds holding NEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Berman McAleer's NEE Position: Q2 2026 in Review

Berman McAleer increased its NextEra Energy (NEE) stake by 1.3% in Q2 2026, buying an estimated $6.6K and bringing the position to 5,563 shares worth $488K. The position accounts for 0.06% of the portfolio, ranked #105.

Berman McAleer first reported a position in NEE in Q3 2025 and has held it in 4 quarters since. The position peaked at $510K in Q1 2026. 3,019 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Berman McAleer held 5,563 shares of NextEra Energy worth $488K as of Q2 2026.
Berman McAleer bought 73 NextEra Energy shares in Q2 2026, an estimated $6.6K.
NextEra Energy made up 0.06% of Berman McAleer's portfolio in Q2 2026, its #105 holding.
Berman McAleer first reported a position in NextEra Energy in Q3 2025 and has held it in 4 quarters since.
Berman McAleer's NextEra Energy position peaked at $510K in Q1 2026.
3,019 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Berman McAleer's 13F filing for Q2 2026, filed 16 Jul 2026.