Bernard Wealth Management’s NextEra Energy NEE Stock Holding History

Bernard Wealth 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	$465	Hold	5	–	–	﹤0.01%	329
2025 Q4	$402	Hold	5	–	–	﹤0.01%	324
2025 Q3	$378	Hold	5	–	–	﹤0.01%	312
2025 Q2	$348	Sell	5 -24	-83%	-$1.67K	﹤0.01%	292
2025 Q1	$2.06K	Buy	29 +18	+164%	+$1.27K	﹤0.01%	305
2024 Q4	$789	Buy	+11	New	+$855	﹤0.01%	291

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

Bernard Wealth Management's NEE Position: Q1 2026 in Review

Bernard Wealth Management held its NextEra Energy (NEE) position steady in Q1 2026 at 5 shares worth $465. The position accounts for ﹤0.01% of the portfolio, ranked #329.

Bernard Wealth Management first reported a position in NEE in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.06K in Q1 2025. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Bernard Wealth Management held 5 shares of NextEra Energy worth $465 as of Q1 2026.
Bernard Wealth Management left its NextEra Energy share count unchanged in Q1 2026.
NextEra Energy made up ﹤0.01% of Bernard Wealth Management's portfolio in Q1 2026, its #329 holding.
Bernard Wealth Management first reported a position in NextEra Energy in Q4 2024 and has held it in 6 quarters since.
Bernard Wealth Management's NextEra Energy position peaked at $2.06K in Q1 2025.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Bernard Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.