BFSG LLC’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $6.67M | Sell |
76,001
-596
| -0.8% | -$53.9K | 0.59% | 51 |
|
|
2026
Q1 | $7.11M | Sell |
76,597
-2,615
| -3% | -$232K | 0.67% | 45 |
|
|
2025
Q4 | $6.36M | Sell |
79,212
-6,728
| -8% | -$557K | 0.62% | 48 |
|
|
2025
Q3 | $6.49M | Buy |
85,940
+1,745
| +2% | +$127K | 0.63% | 46 |
|
|
2025
Q2 | $5.84M | Buy |
84,195
+1,594
| +2% | +$111K | 0.65% | 46 |
|
|
2025
Q1 | $5.86M | Buy |
82,601
+376
| +0.5% | +$26.5K | 0.71% | 41 |
|
|
2024
Q4 | $5.89M | Sell |
82,225
-1,283
| -2% | -$99.7K | 0.69% | 43 |
|
|
2024
Q3 | $7.06M | Sell |
83,508
-2,088
| -2% | -$163K | 0.82% | 32 |
|
|
2024
Q2 | $6.06M | Sell |
85,596
-664
| -0.8% | -$47.1K | 0.77% | 36 |
|
|
2024
Q1 | $5.51M | Sell |
86,260
-3,807
| -4% | -$223K | 0.73% | 41 |
|
|
2023
Q4 | $5.47M | Sell |
90,067
-3,929
| -4% | -$224K | 0.8% | 36 |
|
|
2023
Q3 | $5.38M | Buy |
93,996
+4,099
| +5% | +$284K | 0.87% | 31 |
|
|
2023
Q2 | $6.67M | Buy |
89,897
+4,466
| +5% | +$338K | 1.13% | 20 |
|
|
2023
Q1 | $6.58M | Sell |
85,431
-4,266
| -5% | -$328K | 1.22% | 18 |
|
|
2022
Q4 | $7.5M | Buy |
89,697
+84
| +0.1% | +$6.79K | 1.5% | 15 |
|
|
2022
Q3 | $7.03M | Sell |
89,613
-24,417
| -21% | -$2.07M | 1.49% | 15 |
|
|
2022
Q2 | $8.83M | Sell |
114,030
-974
| -0.8% | -$74.2K | 1.59% | 11 |
|
|
2022
Q1 | $9.74M | Sell |
115,004
-54,110
| -32% | -$4.34M | 1.54% | 16 |
|
|
2021
Q4 | $15.8M | Sell |
169,114
-5,466
| -3% | -$472K | 2.19% | 6 |
|
|
2021
Q3 | $13.7M | Sell |
174,580
-1,919
| -1% | -$155K | 2.09% | 8 |
|
|
2021
Q2 | $12.9M | Buy |
176,499
+2,571
| +1% | +$193K | 2.32% | 8 |
|
|
2021
Q1 | $13.2M | Buy |
173,928
+1,836
| +1% | +$143K | 2.13% | 6 |
|
|
2020
Q4 | $13.3M | Buy |
172,092
+196
| +0.1% | +$14.7K | 2.2% | 7 |
|
|
2020
Q3 | $11.9M | Buy |
171,896
+8,380
| +5% | +$579K | 2.22% | 7 |
|
|
2020
Q2 | $9.82M | Buy |
163,516
+700
| +0.4% | +$41.9K | 2.12% | 8 |
|
|
2020
Q1 | $9.79M | Sell |
162,816
-19,700
| -11% | -$1.24M | 2.51% | 6 |
|
|
2019
Q4 | $11M | Buy |
182,516
+1,272
| +0.7% | +$74.3K | 2.08% | 6 |
|
|
2019
Q3 | $10.4M | Buy |
181,244
+120,400
| +198% | +$6.52M | 2.32% | 4 |
|
|
2019
Q2 | $3.12M | Buy |
60,844
+520
| +0.9% | +$25.6K | 1.22% | 25 |
|
|
2019
Q1 | $2.92M | Buy |
60,324
+1,084
| +2% | +$49.6K | 1.09% | 27 |
|
|
2018
Q4 | $2.57M | Sell |
59,240
-184
| -0.3% | -$8.05K | 1.17% | 26 |
|
|
2018
Q3 | $2.49M | Sell |
59,424
-196
| -0.3% | -$8.34K | 1.05% | 36 |
|
|
2018
Q2 | $2.49M | Buy |
59,620
+240
| +0.4% | +$9.69K | 1.09% | 29 |
|
|
2018
Q1 | $2.42M | Sell |
59,380
-640
| -1% | -$24.7K | 1.08% | 30 |
|
|
2017
Q4 | $2.34M | Buy |
60,020
+80
| +0.1% | +$3.09K | 0.99% | 33 |
|
|
2017
Q3 | $2.2M | Sell |
59,940
-1,460
| -2% | -$53.5K | 0.99% | 33 |
|
|
2017
Q2 | $2.15M | Sell |
61,400
-300
| -0.5% | -$10.3K | 1.06% | 33 |
|
|
2017
Q1 | $1.98M | Buy |
+61,700
| New | +$1.94M | 1% | 40 |
|
Other funds holding NEE
COPPSERS
DC
BTCPP
BCWM
BFSG LLC's NEE Position: Q2 2026 in Review
BFSG LLC reduced its NextEra Energy (NEE) stake by 0.78% in Q2 2026, selling an estimated $53.9K and leaving 76,001 shares worth $6.67M. The position accounts for 0.59% of the portfolio, ranked #51.
BFSG LLC first reported a position in NEE in Q1 2017 and has held it in 38 quarters since. The position peaked at $15.8M in Q4 2021. 1,190 funds tracked by Wall St. Rank hold NEE as of Q2 2026.
- BFSG LLC held 76,001 shares of NextEra Energy worth $6.67M as of Q2 2026.
- BFSG LLC sold 596 NextEra Energy shares in Q2 2026, an estimated $53.9K.
- NextEra Energy made up 0.59% of BFSG LLC's portfolio in Q2 2026, its #51 holding.
- BFSG LLC first reported a position in NextEra Energy in Q1 2017 and has held it in 38 quarters since.
- BFSG LLC's NextEra Energy position peaked at $15.8M in Q4 2021.
- 1,190 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.
Based on BFSG LLC's 13F filing for Q2 2026, filed 20 Jul 2026.