Breakwater Investment Management’s NextEra Energy NEE Stock Holding History

Breakwater Investment Management’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	$12.5K	Hold	135	–	–	﹤0.01%	223
2025 Q4	$10.8K	Hold	135	–	–	﹤0.01%	226
2025 Q3	$10.2K	Buy	135 +7	+5%	+$511	﹤0.01%	224
2025 Q2	$8.89K	Hold	128	–	–	﹤0.01%	231
2025 Q1	$9.07K	Hold	128	–	–	﹤0.01%	228
2024 Q4	$9.18K	Hold	128	–	–	﹤0.01%	224
2024 Q3	$10.8K	Sell	128 -127	-50%	-$9.91K	﹤0.01%	221
2024 Q2	$18.1K	Buy	255 +72	+39%	+$5.11K	0.01%	192
2024 Q1	$11.7K	Buy	+183	New	+$10.7K	0.01%	208

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

Breakwater Investment Management's NEE Position: Q1 2026 in Review

Breakwater Investment Management held its NextEra Energy (NEE) position steady in Q1 2026 at 135 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #223.

Breakwater Investment Management first reported a position in NEE in Q1 2024 and has held it in 9 quarters since. The position peaked at $18.1K in Q2 2024. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Breakwater Investment Management held 135 shares of NextEra Energy worth $12.5K as of Q1 2026.
Breakwater Investment Management left its NextEra Energy share count unchanged in Q1 2026.
NextEra Energy made up ﹤0.01% of Breakwater Investment Management's portfolio in Q1 2026, its #223 holding.
Breakwater Investment Management first reported a position in NextEra Energy in Q1 2024 and has held it in 9 quarters since.
Breakwater Investment Management's NextEra Energy position peaked at $18.1K in Q2 2024.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Breakwater Investment Management's 13F filing for Q1 2026, filed 15 May 2026.