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BIP Wealth’s NextEra Energy NEE Stock Holding History

BIP 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
Q1 		$1.19M Sell
12,817
-427
-3% -$38K 0.05% 179
2025
Q4 		$1.06M Buy
13,244
+7,004
+112% +$580K 0.04% 206
2025
Q3 		$471K Buy
6,240
+1,691
+37% +$124K 0.02% 186
2025
Q2 		$316K Sell
4,549
-528
-10% -$36.7K 0.02% 200
2025
Q1 		$360K Sell
5,077
-142
-3% -$10K 0.02% 184
2024
Q4 		$374K Buy
5,219
+1,336
+34% +$104K 0.03% 181
2024
Q3 		$328K Buy
3,883
+286
+8% +$22.3K 0.02% 172
2024
Q2 		$255K Sell
3,597
-300
-8% -$21.3K 0.02% 164
2024
Q1 		$249K Sell
3,897
-33
-0.8% -$1.93K 0.02% 189
2023
Q4 		$239K Sell
3,930
-694
-15% -$39.6K 0.02% 173
2023
Q3 		$265K Sell
4,624
-792
-15% -$54.8K 0.02% 149
2023
Q2 		$402K Sell
5,416
-914
-14% -$69.2K 0.03% 119
2023
Q1 		$488K Buy
+6,330
New +$487K 0.05% 108

Other funds holding NEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BIP Wealth's NEE Position: Q1 2026 in Review

BIP Wealth reduced its NextEra Energy (NEE) stake by 3.2% in Q1 2026, selling an estimated $38K and leaving 12,817 shares worth $1.19M. The position accounts for 0.05% of the portfolio, ranked #179.

BIP Wealth first reported a position in NEE in Q1 2023 and has held it in 13 quarters since. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • BIP Wealth held 12,817 shares of NextEra Energy worth $1.19M as of Q1 2026.
  • BIP Wealth sold 427 NextEra Energy shares in Q1 2026, an estimated $38K.
  • NextEra Energy made up 0.05% of BIP Wealth's portfolio in Q1 2026, its #179 holding.
  • BIP Wealth first reported a position in NextEra Energy in Q1 2023 and has held it in 13 quarters since.
  • 3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on BIP Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.