Birch Financial Group’s NextEra Energy NEE Stock Holding History

Birch Financial Group’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	$1.15M	Buy	13,108 +278	+2%	+$25.1K	0.59%	37
2026 Q1	$1.19M	Buy	12,830 +627	+5%	+$55.7K	0.7%	30
2025 Q4	$980K	Buy	12,203 +396	+3%	+$32.8K	0.56%	37
2025 Q3	$891K	Buy	11,807 +2,944	+33%	+$215K	0.52%	45
2025 Q2	$615K	Buy	8,863 +3,289	+59%	+$228K	0.49%	47
2025 Q1	$395K	Sell	5,574 -225	-4%	-$15.9K	0.35%	63
2024 Q4	$416K	Buy	+5,799	New	+$450K	0.47%	48

Other funds holding NEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Birch Financial Group's NEE Position: Q2 2026 in Review

Birch Financial Group increased its NextEra Energy (NEE) stake by 2.2% in Q2 2026, buying an estimated $25.1K and bringing the position to 13,108 shares worth $1.15M. The position accounts for 0.59% of the portfolio, ranked #37.

Birch Financial Group first reported a position in NEE in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.19M in Q1 2026. 1,977 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Birch Financial Group held 13,108 shares of NextEra Energy worth $1.15M as of Q2 2026.
Birch Financial Group bought 278 NextEra Energy shares in Q2 2026, an estimated $25.1K.
NextEra Energy made up 0.59% of Birch Financial Group's portfolio in Q2 2026, its #37 holding.
Birch Financial Group first reported a position in NextEra Energy in Q4 2024 and has held it in 7 quarters since.
Birch Financial Group's NextEra Energy position peaked at $1.19M in Q1 2026.
1,977 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Birch Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.