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Brady Family Wealth’s NextEra Energy NEE Stock Holding History

Brady Family Wealth’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 		$1.78M Buy
20,291
+327
+2% +$29.6K 0.51% 53
2026
Q1 		$1.85M Buy
19,964
+89
+0.4% +$7.91K 0.58% 49
2025
Q4 		$1.6M Sell
19,875
-19
-0.1% -$1.57K 0.49% 51
2025
Q3 		$1.5M Sell
19,894
-2,015
-9% -$147K 0.46% 51
2025
Q2 		$1.52M Buy
21,909
+916
+4% +$63.6K 0.47% 53
2025
Q1 		$1.49M Sell
20,993
-63
-0.3% -$4.45K 0.48% 53
2024
Q4 		$1.51M Buy
21,056
+218
+1% +$16.9K 0.46% 54
2024
Q3 		$1.76M Sell
20,838
-39
-0.2% -$3.04K 0.53% 50
2024
Q2 		$1.48M Sell
20,877
-1,223
-6% -$86.8K 0.48% 52
2024
Q1 		$1.41M Sell
22,100
-20
-0.1% -$1.17K 0.46% 53
2023
Q4 		$1.34M Buy
22,120
+1,671
+8% +$95.2K 0.46% 52
2023
Q3 		$1.17M Buy
20,449
+1,973
+11% +$137K 0.45% 55
2023
Q2 		$1.37M Buy
18,476
+143
+0.8% +$10.8K 0.51% 51
2023
Q1 		$1.41M Buy
18,333
+1,258
+7% +$96.7K 0.56% 52
2022
Q4 		$1.43M Buy
+17,075
New +$1.38M 0.59% 51

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 $3.37T AUM 44.26% 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

Brady Family Wealth's NEE Position: Q2 2026 in Review

Brady Family Wealth increased its NextEra Energy (NEE) stake by 1.6% in Q2 2026, buying an estimated $29.6K and bringing the position to 20,291 shares worth $1.78M. The position accounts for 0.51% of the portfolio, ranked #53.

Brady Family Wealth first reported a position in NEE in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.85M in Q1 2026. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Brady Family Wealth held 20,291 shares of NextEra Energy worth $1.78M as of Q2 2026.
  • Brady Family Wealth bought 327 NextEra Energy shares in Q2 2026, an estimated $29.6K.
  • NextEra Energy made up 0.51% of Brady Family Wealth's portfolio in Q2 2026, its #53 holding.
  • Brady Family Wealth first reported a position in NextEra Energy in Q4 2022 and has held it in 15 quarters since.
  • Brady Family Wealth's NextEra Energy position peaked at $1.85M in Q1 2026.
  • 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Brady Family Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.