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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
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 $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

Bleakley Financial Group's NEE Position: Q1 2026 in Review

Bleakley Financial Group increased its NextEra Energy (NEE) stake by 3.5% in Q1 2026, buying an estimated $156K and bringing the position to 52,028 shares worth $4.83M. The position accounts for 0.08% of the portfolio, ranked #222.

Bleakley Financial Group first reported a position in NEE in Q4 2022 and has held it in 14 quarters since. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Bleakley Financial Group held 52,028 shares of NextEra Energy worth $4.83M as of Q1 2026.
  • Bleakley Financial Group bought 1,756 NextEra Energy shares in Q1 2026, an estimated $156K.
  • NextEra Energy made up 0.08% of Bleakley Financial Group's portfolio in Q1 2026, its #222 holding.
  • Bleakley Financial Group first reported a position in NextEra Energy in Q4 2022 and has held it in 14 quarters since.
  • 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Bleakley Financial Group's 13F filing for Q1 2026, filed 4 May 2026.