BKM Wealth Management
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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
Q3 		$1.9M Buy
25,057
+2,145
+9% +$181K 0.61% 49
2026
Q2 		$2.01M Buy
22,912
+2,997
+15% +$271K 0.71% 40
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

BKM Wealth Management's NEE Position: Q3 2026 in Review

BKM Wealth Management increased its NextEra Energy (NEE) stake by 9.4% in Q3 2026, buying an estimated $181K and bringing the position to 25,057 shares worth $1.9M. The position accounts for 0.61% of the portfolio, ranked #49.

BKM Wealth Management first reported a position in NEE in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.01M in Q2 2026. 1,071 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

  • BKM Wealth Management held 25,057 shares of NextEra Energy worth $1.9M as of Q3 2026.
  • BKM Wealth Management bought 2,145 NextEra Energy shares in Q3 2026, an estimated $181K.
  • NextEra Energy made up 0.61% of BKM Wealth Management's portfolio in Q3 2026, its #49 holding.
  • BKM Wealth Management first reported a position in NextEra Energy in Q4 2023 and has held it in 12 quarters since.
  • BKM Wealth Management's NextEra Energy position peaked at $2.01M in Q2 2026.
  • 1,071 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on BKM Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.