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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
Q2 		$1.34M Buy
15,296
+2,479
+19% +$224K 0.04% 225
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 $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

BIP Wealth's NEE Position: Q2 2026 in Review

BIP Wealth increased its NextEra Energy (NEE) stake by 19% in Q2 2026, buying an estimated $224K and bringing the position to 15,296 shares worth $1.34M. The position accounts for 0.04% of the portfolio, ranked #225.

BIP Wealth first reported a position in NEE in Q1 2023 and has held it in 14 quarters since. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • BIP Wealth held 15,296 shares of NextEra Energy worth $1.34M as of Q2 2026.
  • BIP Wealth bought 2,479 NextEra Energy shares in Q2 2026, an estimated $224K.
  • NextEra Energy made up 0.04% of BIP Wealth's portfolio in Q2 2026, its #225 holding.
  • BIP Wealth first reported a position in NextEra Energy in Q1 2023 and has held it in 14 quarters since.
  • 3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.