Brandywine Trust’s NextEra Energy NEE Stock Holding History

Brandywine Trust’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	$743K	Hold	8,000	–	–	0.13%	24
2025 Q4	$642K	Hold	8,000	–	–	0.11%	24
2025 Q3	$604K	Hold	8,000	–	–	0.09%	25
2025 Q2	$555K	Hold	8,000	–	–	0.08%	26
2025 Q1	$567K	Hold	8,000	–	–	0.09%	24
2024 Q4	$574K	Hold	8,000	–	–	0.09%	25
2024 Q3	$676K	Hold	8,000	–	–	0.1%	22
2024 Q2	$566K	Hold	8,000	–	–	0.09%	22
2024 Q1	$511K	Hold	8,000	–	–	0.09%	22
2023 Q4	$486K	Hold	8,000	–	–	0.1%	22
2023 Q3	$458K	Hold	8,000	–	–	0.11%	21
2023 Q2	$594K	Hold	8,000	–	–	0.13%	21
2023 Q1	$617K	Hold	8,000	–	–	0.17%	20
2022 Q4	$669K	Hold	8,000	–	–	0.2%	19
2022 Q3	$627K	Hold	8,000	–	–	0.23%	17
2022 Q2	$620K	Hold	8,000	–	–	0.21%	18
2022 Q1	$678K	Hold	8,000	–	–	0.22%	23
2021 Q4	$747K	Hold	8,000	–	–	0.25%	22
2021 Q3	$628K	Hold	8,000	–	–	0.22%	25
2021 Q2	$586K	Hold	8,000	–	–	0.19%	25
2021 Q1	$605K	Hold	8,000	–	–	0.19%	24
2020 Q4	$617K	Hold	8,000	–	–	0.22%	23
2020 Q3	$555K	Hold	8,000	–	–	0.21%	21
2020 Q2	$480K	Hold	8,000	–	–	0.16%	26
2020 Q1	$481K	Hold	8,000	–	–	0.33%	34
2019 Q4	$484K	Hold	8,000	–	–	0.28%	38
2019 Q3	$466K	Hold	8,000	–	–	0.31%	36
2019 Q2	$410K	Hold	8,000	–	–	0.29%	33
2019 Q1	$387K	Hold	8,000	–	–	0.34%	33
2018 Q4	$348K	Hold	8,000	–	–	0.34%	31
2018 Q3	$335K	Hold	8,000	–	–	0.29%	33
2018 Q2	$334K	Hold	8,000	–	–	0.29%	32
2018 Q1	$327K	Hold	8,000	–	–	0.29%	31
2017 Q4	$312K	Hold	8,000	–	–	0.26%	31
2017 Q3	$293K	Hold	8,000	–	–	0.26%	31
2017 Q2	$280K	Hold	8,000	–	–	0.29%	21
2017 Q1	$257K	Hold	8,000	–	–	0.17%	21
2016 Q4	$239K	Hold	8,000	–	–	0.16%	21
2016 Q3	$245K	Hold	8,000	–	–	0.18%	20
2016 Q2	$261K	Hold	8,000	–	–	0.17%	20
2016 Q1	$237K	Hold	8,000	–	–	0.17%	20
2015 Q4	$208K	Buy	+8,000	New	+$202K	0.16%	21
2015 Q2	–	Sell	-8,000	Closed	-$208K	–	21
2015 Q1	$208K	Hold	8,000	–	–	0.13%	20
2014 Q4	$213K	Buy	+8,000	New	+$202K	0.2%	21
2014 Q3	–	Sell	-8,000	Closed	-$205K	–	22
2014 Q2	$205K	Buy	+8,000	New	+$195K	0.25%	21

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

Brandywine Trust's NEE Position: Q1 2026 in Review

Brandywine Trust held its NextEra Energy (NEE) position steady in Q1 2026 at 8,000 shares worth $743K. The position accounts for 0.13% of the portfolio, ranked #24.

Brandywine Trust first reported a position in NEE in Q2 2014 and has held it in 45 quarters since. The position peaked at $747K in Q4 2021. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Brandywine Trust held 8,000 shares of NextEra Energy worth $743K as of Q1 2026.
Brandywine Trust left its NextEra Energy share count unchanged in Q1 2026.
NextEra Energy made up 0.13% of Brandywine Trust's portfolio in Q1 2026, its #24 holding.
Brandywine Trust first reported a position in NextEra Energy in Q2 2014 and has held it in 45 quarters since.
Brandywine Trust's NextEra Energy position peaked at $747K in Q4 2021.
3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Brandywine Trust's 13F filing for Q1 2026, filed 14 May 2026.