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Bridge Generations Wealth Management’s NextEra Energy NEE Stock Holding History

Bridge Generations Wealth 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 		– Sell
-2
Closed -$161 – 90
2025
Q4 		$161 Hold
2
– – ﹤0.01% 129
2025
Q3 		$151 Hold
2
– – ﹤0.01% 133
2025
Q2 		$139 Hold
2
– – ﹤0.01% 127
2025
Q1 		$142 Buy
+2
New +$141 ﹤0.01% 151

Other funds holding NEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bridge Generations Wealth Management's NEE Position: Q1 2026 in Review

Bridge Generations Wealth Management sold out of NextEra Energy (NEE) in Q1 2026, closing a stake of 2 shares — an estimated $161 sold.

Bridge Generations Wealth Management first reported a position in NEE in Q1 2025 and held it in 4 quarters. The position peaked at $161 in Q4 2025. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Bridge Generations Wealth Management reported no remaining NextEra Energy position as of Q1 2026 after selling out during the quarter.
  • Bridge Generations Wealth Management sold 2 NextEra Energy shares in Q1 2026, an estimated $161.
  • Bridge Generations Wealth Management first reported a position in NextEra Energy in Q1 2025 and held it in 4 quarters.
  • Bridge Generations Wealth Management's NextEra Energy position peaked at $161 in Q4 2025.
  • 3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Bridge Generations Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.