Bradley & Co Private Wealth Management’s NextEra Energy NEE Stock Holding History

Bradley & Co Private 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	$342K	Sell	3,894 -1,109	-22%	-$100K	0.16%	50
2026 Q1	$465K	Buy	5,003 +1,109	+28%	+$98.6K	0.25%	43
2025 Q4	$313K	Hold	3,894	–	–	0.17%	42
2025 Q3	$294K	Hold	3,894	–	–	0.16%	38
2025 Q2	$270K	Hold	3,894	–	–	0.17%	35
2025 Q1	$276K	Hold	3,894	–	–	0.19%	35
2024 Q4	$279K	Buy	+3,894	New	+$303K	0.17%	34
2024 Q2	$276K	Hold	3,894	–	–	0.2%	33
2024 Q1	$249K	Buy	3,894 +104	+3%	+$6.09K	0.2%	32
2023 Q4	$230K	Hold	3,790	–	–	0.21%	30
2023 Q3	$217K	Hold	3,790	–	–	0.23%	29
2023 Q2	$281K	Hold	3,790	–	–	0.28%	29
2023 Q1	$292K	Hold	3,790	–	–	0.32%	28
2022 Q4	$317K	Hold	3,790	–	–	0.39%	28
2022 Q3	$297K	Hold	3,790	–	–	0.35%	31
2022 Q2	$294K	Buy	3,790 +54	+1%	+$4.11K	0.32%	37
2022 Q1	$316K	Hold	3,736	–	–	0.27%	38
2021 Q4	$349K	Hold	3,736	–	–	0.28%	39
2021 Q3	$293K	Buy	3,736 +1,346	+56%	+$109K	0.25%	42
2021 Q2	$175K	Hold	2,390	–	–	0.15%	53
2021 Q1	$181K	Buy	+2,390	New	+$187K	0.17%	53

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

Bradley & Co Private Wealth Management's NEE Position: Q2 2026 in Review

Bradley & Co Private Wealth Management reduced its NextEra Energy (NEE) stake by 22% in Q2 2026, selling an estimated $100K and leaving 3,894 shares worth $342K. The position accounts for 0.16% of the portfolio, ranked #50.

Bradley & Co Private Wealth Management first reported a position in NEE in Q1 2021 and has held it in 21 quarters since. The position peaked at $465K in Q1 2026. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Bradley & Co Private Wealth Management held 3,894 shares of NextEra Energy worth $342K as of Q2 2026.
Bradley & Co Private Wealth Management sold 1,109 NextEra Energy shares in Q2 2026, an estimated $100K.
NextEra Energy made up 0.16% of Bradley & Co Private Wealth Management's portfolio in Q2 2026, its #50 holding.
Bradley & Co Private Wealth Management first reported a position in NextEra Energy in Q1 2021 and has held it in 21 quarters since.
Bradley & Co Private Wealth Management's NextEra Energy position peaked at $465K in Q1 2026.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Bradley & Co Private Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.