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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bramshill Investments's NEE Position: Q1 2026 in Review

Bramshill Investments increased its NextEra Energy (NEE) stake by 7.7% in Q1 2026, buying an estimated $44.5K and bringing the position to 7,000 shares worth $650K. The position accounts for 0.06% of the portfolio, ranked #112.

Bramshill Investments first reported a position in NEE in Q4 2018 and has held it in 6 quarters since. 3,028 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Bramshill Investments held 7,000 shares of NextEra Energy worth $650K as of Q1 2026.
Bramshill Investments bought 500 NextEra Energy shares in Q1 2026, an estimated $44.5K.
NextEra Energy made up 0.06% of Bramshill Investments's portfolio in Q1 2026, its #112 holding.
Bramshill Investments first reported a position in NextEra Energy in Q4 2018 and has held it in 6 quarters since.
3,028 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Bramshill Investments's 13F filing for Q1 2026, filed 15 May 2026.