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Bleakley Financial Group’s NextEra Energy NEE Stock Holding History

Bleakley 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 		$4.71M Buy
53,621
+1,593
+3% +$144K 0.06% 257
2026
Q1 		$4.83M Buy
52,028
+1,756
+3% +$156K 0.08% 222
2025
Q4 		$4.04M Buy
50,272
+8,127
+19% +$673K 0.07% 221
2025
Q3 		$3.18M Buy
42,145
+254
+0.6% +$18.6K 0.07% 219
2025
Q2 		$2.91M Sell
41,891
-1,203
-3% -$83.6K 0.07% 230
2025
Q1 		$3.05M Sell
43,094
-1,393
-3% -$98.3K 0.1% 189
2024
Q4 		$3.19M Sell
44,487
-707
-2% -$54.9K 0.1% 176
2024
Q3 		$3.82M Buy
45,194
+1,453
+3% +$113K 0.12% 152
2024
Q2 		$3.1M Buy
43,741
+399
+0.9% +$28.3K 0.09% 204
2024
Q1 		$2.77M Buy
43,342
+925
+2% +$54.2K 0.08% 236
2023
Q4 		$2.58M Buy
42,417
+624
+1% +$35.6K 0.08% 230
2023
Q3 		$2.39M Sell
41,793
-1,233
-3% -$85.4K 0.08% 217
2023
Q2 		$3.19M Buy
43,026
+304
+0.7% +$23K 0.1% 184
2023
Q1 		$3.29M Sell
42,722
-4,711
-10% -$362K 0.11% 171
2022
Q4 		$3.97M Buy
+47,433
New +$3.83M 0.14% 142

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 $3.38T AUM 44.17% 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

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

Bleakley Financial Group increased its NextEra Energy (NEE) stake by 3.1% in Q2 2026, buying an estimated $144K and bringing the position to 53,621 shares worth $4.71M. The position accounts for 0.06% of the portfolio, ranked #257.

Bleakley Financial Group first reported a position in NEE in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.83M in Q1 2026. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Bleakley Financial Group held 53,621 shares of NextEra Energy worth $4.71M as of Q2 2026.
  • Bleakley Financial Group bought 1,593 NextEra Energy shares in Q2 2026, an estimated $144K.
  • NextEra Energy made up 0.06% of Bleakley Financial Group's portfolio in Q2 2026, its #257 holding.
  • Bleakley Financial Group first reported a position in NextEra Energy in Q4 2022 and has held it in 15 quarters since.
  • Bleakley Financial Group's NextEra Energy position peaked at $4.83M in Q1 2026.
  • 3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.