Brian C. Broderick’s NextEra Energy NEE Stock Holding History

Brian C. Broderick’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	$2.88M	Buy	+30,954	New	+$2.75M	0.53%	42
2025 Q1	–	Sell	-2,798	Closed	-$201K	–	87
2024 Q4	$201K	Hold	2,798	–	–	0.04%	81
2024 Q3	$237K	Buy	+2,798	New	+$218K	0.05%	82
2023 Q3	–	Sell	-2,800	Closed	-$208K	–	81
2023 Q2	$208K	Hold	2,800	–	–	0.05%	81
2023 Q1	$216K	Hold	2,800	–	–	0.06%	79
2022 Q4	$234K	Hold	2,800	–	–	0.07%	75
2022 Q3	$220K	Sell	2,800 -1,000	-26%	-$84.8K	0.07%	75
2022 Q2	$294K	Hold	3,800	–	–	0.09%	64
2022 Q1	$322K	Hold	3,800	–	–	0.08%	66
2021 Q4	$355K	Hold	3,800	–	–	0.09%	63
2021 Q3	$299K	Hold	3,800	–	–	0.08%	68
2021 Q2	$279K	Hold	3,800	–	–	0.07%	70
2021 Q1	$287K	Hold	3,800	–	–	0.08%	66
2020 Q4	$293K	Sell	3,800 -1,560	-29%	-$117K	0.09%	67
2020 Q3	$373K	Hold	5,360	–	–	0.12%	64
2020 Q2	$322K	Hold	5,360	–	–	0.11%	69
2020 Q1	$322K	Sell	5,360 -100	-2%	-$6.29K	0.13%	66
2019 Q4	$330K	Sell	5,460 -100	-2%	-$5.84K	0.11%	70
2019 Q3	$323K	Hold	5,560	–	–	0.11%	70
2019 Q2	$284K	Hold	5,560	–	–	0.1%	73
2019 Q1	$269K	Hold	5,560	–	–	0.1%	71
2018 Q4	$241K	Sell	5,560 -400	-7%	-$17.5K	0.1%	73
2018 Q3	$250K	Sell	5,960 -1,600	-21%	-$68.1K	0.08%	78
2018 Q2	$316K	Hold	7,560	–	–	0.12%	72
2018 Q1	$309K	Sell	7,560 -1,000	-12%	-$38.6K	0.12%	75
2017 Q4	$334K	Sell	8,560 -196	-2%	-$7.57K	0.12%	73
2017 Q3	$321K	Buy	8,756 +196	+2%	+$7.18K	0.12%	80
2017 Q2	$300K	Hold	8,560	–	–	0.11%	85
2017 Q1	$274K	Sell	8,560 -400	-4%	-$12.6K	0.11%	82
2016 Q4	$267K	Sell	8,960 -1,600	-15%	-$47.8K	0.12%	83
2016 Q3	$322K	Sell	10,560 -1,600	-13%	-$50.4K	0.14%	84
2016 Q2	$396K	Hold	12,160	–	–	0.17%	78
2016 Q1	$360K	Sell	12,160 -400	-3%	-$11.2K	0.16%	83
2015 Q4	$325K	Hold	12,560	–	–	0.15%	80
2015 Q3	$307K	Sell	12,560 -800	-6%	-$20.3K	0.14%	81
2015 Q2	$328K	Sell	13,360 -2,000	-13%	-$50.8K	0.14%	82
2015 Q1	$400K	Sell	15,360 -800	-5%	-$21.1K	0.17%	76
2014 Q4	$430K	Sell	16,160 -672	-4%	-$17K	0.18%	77
2014 Q3	$394K	Sell	16,832 -928	-5%	-$22.4K	0.18%	78
2014 Q2	$455K	Hold	17,760	–	–	0.21%	75
2014 Q1	$425K	Hold	17,760	–	–	0.21%	74
2013 Q4	$380K	Hold	17,760	–	–	0.19%	74
2013 Q3	$355K	Sell	17,760 -10,392	-37%	-$214K	0.2%	75
2013 Q2	$573K	Buy	+28,152	New	+$559K	0.34%	62

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

Brian C. Broderick's NEE Position: Q1 2026 in Review

Brian C. Broderick opened a new position in NextEra Energy (NEE) in Q1 2026: 30,954 shares worth $2.88M. The stake represents 0.53% of the portfolio and ranks #42 among its holdings. This is a return to the name: Brian C. Broderick previously reported a position in NEE as recently as Q4 2024.

Brian C. Broderick first reported a position in NEE in Q2 2013 and has held it in 44 quarters since. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Brian C. Broderick held 30,954 shares of NextEra Energy worth $2.88M as of Q1 2026.
NextEra Energy was a new Brian C. Broderick position in Q1 2026.
NextEra Energy made up 0.53% of Brian C. Broderick's portfolio in Q1 2026, its #42 holding.
Brian C. Broderick first reported a position in NextEra Energy in Q2 2013 and has held it in 44 quarters since.
3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Brian C. Broderick's 13F filing for Q1 2026, filed 7 May 2026.