Bingham Private Wealth’s NextEra Energy NEE Stock Holding History

Bingham 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	$857K	Buy	9,768 +270	+3%	+$24.4K	0.59%	49
2026 Q1	$882K	Buy	9,498 +2,266	+31%	+$201K	0.7%	40
2025 Q4	$581K	Buy	+7,232	New	+$599K	0.5%	54
2025 Q2	$482K	Buy	6,946 +977	+16%	+$67.9K	0.46%	67
2025 Q1	$423K	Buy	5,969 +1,892	+46%	+$134K	0.44%	76
2024 Q4	$292K	Buy	+4,077	New	+$317K	0.31%	101

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

Bingham Private Wealth's NEE Position: Q2 2026 in Review

Bingham Private Wealth increased its NextEra Energy (NEE) stake by 2.8% in Q2 2026, buying an estimated $24.4K and bringing the position to 9,768 shares worth $857K. The position accounts for 0.59% of the portfolio, ranked #49.

Bingham Private Wealth first reported a position in NEE in Q4 2024 and has held it in 6 quarters since. The position peaked at $882K in Q1 2026. 3,042 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Bingham Private Wealth held 9,768 shares of NextEra Energy worth $857K as of Q2 2026.
Bingham Private Wealth bought 270 NextEra Energy shares in Q2 2026, an estimated $24.4K.
NextEra Energy made up 0.59% of Bingham Private Wealth's portfolio in Q2 2026, its #49 holding.
Bingham Private Wealth first reported a position in NextEra Energy in Q4 2024 and has held it in 6 quarters since.
Bingham Private Wealth's NextEra Energy position peaked at $882K in Q1 2026.
3,042 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

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