Brand Asset Management Group’s NextEra Energy NEE Stock Holding History

Brand Asset Management Group’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	$385K	Buy	4,390 +1,478	+51%	+$134K	0.09%	148
2026 Q1	$270K	Sell	2,912 -449	-13%	-$39.9K	0.07%	162
2025 Q4	$270K	Buy	3,361 +50	+2%	+$4.14K	0.08%	137
2025 Q3	$250K	Sell	3,311 -263	-7%	-$19.2K	0.07%	132
2025 Q2	$248K	Sell	3,574 -40	-1%	-$2.78K	0.09%	79
2025 Q1	$256K	Buy	3,614 +6	+0.2%	+$424	0.11%	78
2024 Q4	$259K	Buy	3,608 +292	+9%	+$22.7K	0.11%	79
2024 Q3	$280K	Buy	+3,316	New	+$259K	0.11%	74
2021 Q2	–	Sell	-2,465	Closed	-$186K	–	189
2021 Q1	$186K	Sell	2,465 -1,223	-33%	-$95.4K	0.09%	76
2020 Q4	$285K	Sell	3,688 -156	-4%	-$11.7K	0.16%	60
2020 Q3	$267K	Sell	3,844 -96	-2%	-$6.63K	0.17%	59
2020 Q2	$237K	Sell	3,940 -132	-3%	-$7.9K	0.15%	60
2020 Q1	$245K	Sell	4,072 -68	-2%	-$4.27K	0.18%	56
2019 Q4	$251K	Sell	4,140 -488	-11%	-$28.5K	0.16%	62
2019 Q3	$270K	Sell	4,628 -300	-6%	-$16.2K	0.18%	54
2019 Q2	$252K	Buy	4,928 +4,092	+489%	+$201K	0.17%	58
2019 Q1	$40K	Hold	836	–	–	0.03%	140
2018 Q4	$36K	Hold	836	–	–	0.03%	129
2018 Q3	$35K	Hold	836	–	–	0.03%	143
2018 Q2	$35K	Buy	+836	New	+$33.8K	0.03%	146

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

Brand Asset Management Group's NEE Position: Q2 2026 in Review

Brand Asset Management Group increased its NextEra Energy (NEE) stake by 51% in Q2 2026, buying an estimated $134K and bringing the position to 4,390 shares worth $385K. The position accounts for 0.09% of the portfolio, ranked #148.

Brand Asset Management Group first reported a position in NEE in Q2 2018 and has held it in 20 quarters since. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Brand Asset Management Group held 4,390 shares of NextEra Energy worth $385K as of Q2 2026.
Brand Asset Management Group bought 1,478 NextEra Energy shares in Q2 2026, an estimated $134K.
NextEra Energy made up 0.09% of Brand Asset Management Group's portfolio in Q2 2026, its #148 holding.
Brand Asset Management Group first reported a position in NextEra Energy in Q2 2018 and has held it in 20 quarters since.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Brand Asset Management Group's 13F filing for Q2 2026, filed 12 Aug 2026.