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 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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BKM Wealth Management's NEE Position: Q2 2026 in Review

BKM Wealth Management increased its NextEra Energy (NEE) stake by 15% in Q2 2026, buying an estimated $271K and bringing the position to 22,912 shares worth $2.01M. The position accounts for 0.71% of the portfolio, ranked #40.

BKM Wealth Management first reported a position in NEE in Q4 2023 and has held it in 11 quarters since. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

BKM Wealth Management held 22,912 shares of NextEra Energy worth $2.01M as of Q2 2026.
BKM Wealth Management bought 2,997 NextEra Energy shares in Q2 2026, an estimated $271K.
NextEra Energy made up 0.71% of BKM Wealth Management's portfolio in Q2 2026, its #40 holding.
BKM Wealth Management first reported a position in NextEra Energy in Q4 2023 and has held it in 11 quarters since.
3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on BKM Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.