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BKM Wealth Management’s NextEra Energy NEE Stock Holding History

BKM Wealth Management’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 		$1.85M Sell
19,915
-1,503
-7% -$134K 0.68% 47
2025
Q4 		$1.72M Sell
21,418
-541
-2% -$44.8K 0.63% 49
2025
Q3 		$1.66M Sell
21,959
-932
-4% -$68.1K 0.61% 52
2025
Q2 		$1.59M Sell
22,891
-387
-2% -$26.9K 0.62% 51
2025
Q1 		$1.65M Sell
23,278
-594
-2% -$41.9K 0.68% 49
2024
Q4 		$1.71M Buy
23,872
+3,539
+17% +$275K 0.7% 41
2024
Q3 		$1.72M Buy
20,333
+2,949
+17% +$230K 0.7% 43
2024
Q2 		$1.23M Sell
17,384
-4,031
-19% -$286K 0.59% 53
2024
Q1 		$1.37M Buy
21,415
+5,301
+33% +$311K 0.59% 51
2023
Q4 		$979K Buy
+16,114
New +$918K 0.42% 65

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

BKM Wealth Management's NEE Position: Q1 2026 in Review

BKM Wealth Management reduced its NextEra Energy (NEE) stake by 7% in Q1 2026, selling an estimated $134K and leaving 19,915 shares worth $1.85M. The position accounts for 0.68% of the portfolio, ranked #47.

BKM Wealth Management first reported a position in NEE in Q4 2023 and has held it in 10 quarters since. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • BKM Wealth Management held 19,915 shares of NextEra Energy worth $1.85M as of Q1 2026.
  • BKM Wealth Management sold 1,503 NextEra Energy shares in Q1 2026, an estimated $134K.
  • NextEra Energy made up 0.68% of BKM Wealth Management's portfolio in Q1 2026, its #47 holding.
  • BKM Wealth Management first reported a position in NextEra Energy in Q4 2023 and has held it in 10 quarters since.
  • 3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on BKM Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.