Bramshill Investments’s NextEra Energy NEE Stock Holding History

Bramshill Investments’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	$702K	Buy	8,000 +1,000	+14%	+$90.5K	0.05%	107
2026 Q1	$650K	Buy	7,000 +500	+8%	+$44.5K	0.06%	112
2025 Q4	$522K	Sell	6,500 -1,500	-19%	-$124K	0.03%	125
2025 Q3	$604K	Buy	+8,000	New	+$585K	0.04%	120
2025 Q1	–	Sell	-5,989	Closed	-$429K	–	148
2024 Q4	$429K	Buy	+5,989	New	+$465K	0.07%	122
2022 Q3	–	Sell	-91	Closed	-$8K	–	178
2022 Q2	$8K	Buy	+91	New	+$6.93K	﹤0.01%	160
2019 Q1	–	Sell	-224	Closed	-$10K	–	153
2018 Q4	$10K	Buy	+224	New	+$9.79K	﹤0.01%	153

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

Bramshill Investments's NEE Position: Q2 2026 in Review

Bramshill Investments increased its NextEra Energy (NEE) stake by 14% in Q2 2026, buying an estimated $90.5K and bringing the position to 8,000 shares worth $702K. The position accounts for 0.05% of the portfolio, ranked #107.

Bramshill Investments first reported a position in NEE in Q4 2018 and has held it in 7 quarters since. 3,046 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Bramshill Investments held 8,000 shares of NextEra Energy worth $702K as of Q2 2026.
Bramshill Investments bought 1,000 NextEra Energy shares in Q2 2026, an estimated $90.5K.
NextEra Energy made up 0.05% of Bramshill Investments's portfolio in Q2 2026, its #107 holding.
Bramshill Investments first reported a position in NextEra Energy in Q4 2018 and has held it in 7 quarters since.
3,046 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Bramshill Investments's 13F filing for Q2 2026, filed 14 Aug 2026.