BHPW
NEE icon

Beverly Hills Private Wealth’s NextEra Energy NEE Stock Holding History

Beverly Hills Private Wealth’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 		$599K Sell
6,822
-15,040
-69% -$1.36M 0.11% 145
2026
Q1 		$2.03M Sell
21,862
-805
-4% -$71.6K 0.34% 79
2025
Q4 		$1.82M Sell
22,667
-302
-1% -$25K 0.31% 84
2025
Q3 		$1.73M Sell
22,969
-1,357
-6% -$99.2K 0.31% 92
2025
Q2 		$1.69M Sell
24,326
-1,144
-4% -$79.5K 0.32% 87
2025
Q1 		$1.81M Sell
25,470
-638
-2% -$45K 0.36% 79
2024
Q4 		$1.87M Sell
26,108
-514
-2% -$39.9K 0.38% 76
2024
Q3 		$2.25M Sell
26,622
-4,072
-13% -$318K 0.45% 61
2024
Q2 		$2.17M Sell
30,694
-1,093
-3% -$77.5K 0.47% 54
2024
Q1 		$2.03M Buy
31,787
+1,882
+6% +$110K 0.47% 57
2023
Q4 		$1.82M Sell
29,905
-3,274
-10% -$187K 0.47% 63
2023
Q3 		$1.9M Sell
33,179
-33,756
-50% -$2.34M 0.57% 50
2023
Q2 		$4.63M Buy
66,935
+33,362
+99% +$2.53M 0.76% 36
2023
Q1 		$2.59M Buy
33,573
+5,176
+18% +$398K 0.8% 34
2022
Q4 		$2.37M Buy
+28,397
New +$2.29M 1.04% 25

Other funds holding NEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Beverly Hills Private Wealth's NEE Position: Q2 2026 in Review

Beverly Hills Private Wealth reduced its NextEra Energy (NEE) stake by 69% in Q2 2026, selling an estimated $1.36M and leaving 6,822 shares worth $599K. The position accounts for 0.11% of the portfolio, ranked #145.

Beverly Hills Private Wealth first reported a position in NEE in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.63M in Q2 2023. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Beverly Hills Private Wealth held 6,822 shares of NextEra Energy worth $599K as of Q2 2026.
  • Beverly Hills Private Wealth sold 15,040 NextEra Energy shares in Q2 2026, an estimated $1.36M.
  • NextEra Energy made up 0.11% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #145 holding.
  • Beverly Hills Private Wealth first reported a position in NextEra Energy in Q4 2022 and has held it in 15 quarters since.
  • Beverly Hills Private Wealth's NextEra Energy position peaked at $4.63M in Q2 2023.
  • 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.