Bernicke Wealth Management’s NextEra Energy NEE Stock Holding History

Bernicke 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 Q2	$220K	Buy	+2,508	New	+$227K	0.03%	105

Other funds holding NEE

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

VCM

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

VPM

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bernicke Wealth Management's NEE Position: Q2 2026 in Review

Bernicke Wealth Management opened a new position in NextEra Energy (NEE) in Q2 2026: 2,508 shares worth $220K. The stake represents 0.03% of the portfolio and ranks #105 among its holdings.

2,624 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Bernicke Wealth Management held 2,508 shares of NextEra Energy worth $220K as of Q2 2026.
NextEra Energy was a new Bernicke Wealth Management position in Q2 2026.
NextEra Energy made up 0.03% of Bernicke Wealth Management's portfolio in Q2 2026, its #105 holding.
2,624 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Bernicke Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.