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Bragg Financial Advisors’s NextEra Energy NEE Stock Holding History

Bragg Financial Advisors’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 		$9.29M Buy
100,071
+3,178
+3% +$283K 0.29% 112
2025
Q4 		$7.78M Sell
96,893
-17
-0% -$1.41K 0.25% 114
2025
Q3 		$7.32M Sell
96,910
-2,686
-3% -$196K 0.24% 119
2025
Q2 		$6.91M Buy
99,596
+9,496
+11% +$660K 0.25% 122
2025
Q1 		$6.39M Buy
90,100
+9,611
+12% +$678K 0.26% 121
2024
Q4 		$5.77M Buy
80,489
+10,519
+15% +$817K 0.23% 124
2024
Q3 		$5.91M Buy
69,970
+12,005
+21% +$937K 0.24% 123
2024
Q2 		$4.1M Buy
57,965
+46,168
+391% +$3.28M 0.18% 133
2024
Q1 		$754K Buy
11,797
+2,710
+30% +$159K 0.03% 219
2023
Q4 		$552K Sell
9,087
-2,176
-19% -$124K 0.03% 234
2023
Q3 		$645K Sell
11,263
-50
-0.4% -$3.46K 0.03% 227
2023
Q2 		$839K Buy
11,313
+3,825
+51% +$290K 0.05% 210
2023
Q1 		$577K Sell
7,488
-15
-0.2% -$1.15K 0.03% 233
2022
Q4 		$627K Hold
7,503
– – 0.04% 221
2022
Q3 		$588K Sell
7,503
-2,478
-25% -$210K 0.04% 212
2022
Q2 		$773K Buy
9,981
+2,625
+36% +$200K 0.05% 194
2022
Q1 		$623K Buy
7,356
+1,808
+33% +$145K 0.04% 216
2021
Q4 		$436K Hold
5,548
– – 0.03% 234
2021
Q3 		$436K Buy
5,548
+120
+2% +$9.68K 0.03% 234
2021
Q2 		$398K Sell
5,428
-88
-2% -$6.6K 0.03% 248
2021
Q1 		$417K Buy
5,516
+260
+5% +$20.3K 0.03% 225
2020
Q4 		$406K Sell
5,256
-60
-1% -$4.49K 0.04% 216
2020
Q3 		$369K Sell
5,316
-200
-4% -$13.8K 0.04% 213
2020
Q2 		$331K Buy
5,516
+216
+4% +$12.9K 0.04% 217
2020
Q1 		$319K Hold
5,300
– – 0.04% 208
2019
Q4 		$321K Buy
5,300
+36
+0.7% +$2.1K 0.04% 228
2019
Q3 		$307K Buy
5,264
+220
+4% +$11.9K 0.04% 229
2019
Q2 		$258K Sell
5,044
-24
-0.5% -$1.18K 0.03% 252
2019
Q1 		$245K Buy
+5,068
New +$232K 0.03% 247

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

Bragg Financial Advisors's NEE Position: Q1 2026 in Review

Bragg Financial Advisors increased its NextEra Energy (NEE) stake by 3.3% in Q1 2026, buying an estimated $283K and bringing the position to 100,071 shares worth $9.29M. The position accounts for 0.29% of the portfolio, ranked #112.

Bragg Financial Advisors first reported a position in NEE in Q1 2019 and has held it in 29 quarters since. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Bragg Financial Advisors held 100,071 shares of NextEra Energy worth $9.29M as of Q1 2026.
  • Bragg Financial Advisors bought 3,178 NextEra Energy shares in Q1 2026, an estimated $283K.
  • NextEra Energy made up 0.29% of Bragg Financial Advisors's portfolio in Q1 2026, its #112 holding.
  • Bragg Financial Advisors first reported a position in NextEra Energy in Q1 2019 and has held it in 29 quarters since.
  • 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Bragg Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.