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Bourgeon Capital Management’s NextEra Energy NEE Stock Holding History

Bourgeon Capital 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
2025
Q2 		– Sell
-48,453
Closed -$3.43M – 117
2025
Q1 		$3.43M Sell
48,453
-49,417
-50% -$3.49M 0.74% 44
2024
Q4 		$7.02M Sell
97,870
-1,001
-1% -$77.8K 1.31% 32
2024
Q3 		$8.36M Sell
98,871
-90,030
-48% -$7.03M 1.61% 29
2024
Q2 		$13.4M Buy
188,901
+1,404
+0.7% +$99.6K 2.62% 11
2024
Q1 		$12M Buy
187,497
+55,475
+42% +$3.25M 2.34% 14
2023
Q4 		$8.02M Sell
132,022
-59,104
-31% -$3.37M 1.77% 20
2023
Q3 		$10.9M Buy
191,126
+48,546
+34% +$3.36M 2.57% 11
2023
Q2 		$10.6M Sell
142,580
-69
-0% -$5.22K 2.47% 12
2023
Q1 		$11M Buy
142,649
+173
+0.1% +$13.3K 2.62% 13
2022
Q4 		$11.9M Buy
142,476
+1,415
+1% +$114K 2.92% 9
2022
Q3 		$11.1M Buy
141,061
+1,001
+0.7% +$84.9K 3.04% 7
2022
Q2 		$10.8M Buy
140,060
+2,021
+1% +$154K 2.87% 9
2022
Q1 		$11.7M Buy
138,039
+81,625
+145% +$6.54M 2.65% 14
2021
Q4 		$5.27M Buy
56,414
+580
+1% +$50.1K 1.09% 36
2021
Q3 		$4.38M Sell
55,834
-267
-0.5% -$21.5K 0.94% 37
2021
Q2 		$4.11M Buy
56,101
+3,130
+6% +$235K 0.88% 37
2021
Q1 		$4M Buy
52,971
+52,775
+26,926% +$4.12M 0.89% 39
2020
Q4 		$15K Hold
196
– – ﹤0.01% 200
2020
Q3 		$14K Hold
196
– – ﹤0.01% 199
2020
Q2 		$12K Hold
196
– – ﹤0.01% 184
2020
Q1 		$12K Buy
+196
New +$12.3K 0.01% 174
2019
Q3 		– Sell
-4,720
Closed -$242K – 238
2019
Q2 		$242K Hold
4,720
– – 0.14% 61
2019
Q1 		$228K Hold
4,720
– – 0.13% 61
2018
Q4 		$205K Buy
+4,720
New +$206K 0.13% 59

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bourgeon Capital Management's NEE Position: Q2 2025 in Review

Bourgeon Capital Management sold out of NextEra Energy (NEE) in Q2 2025, closing a stake of 48,453 shares — an estimated $3.43M sold.

Bourgeon Capital Management first reported a position in NEE in Q4 2018 and held it in 24 quarters. The position peaked at $13.4M in Q2 2024. 2,703 funds tracked by Wall St. Rank hold NEE as of Q2 2025.

  • Bourgeon Capital Management reported no remaining NextEra Energy position as of Q2 2025 after selling out during the quarter.
  • Bourgeon Capital Management sold 48,453 NextEra Energy shares in Q2 2025, an estimated $3.43M.
  • Bourgeon Capital Management first reported a position in NextEra Energy in Q4 2018 and held it in 24 quarters.
  • Bourgeon Capital Management's NextEra Energy position peaked at $13.4M in Q2 2024.
  • 2,703 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2025.

Based on Bourgeon Capital Management's 13F filing for Q2 2025, filed 18 Jul 2025.