Bridges Investment Management’s NextEra Energy NEE Stock Holding History

Bridges 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	$1.9M	Sell	20,493 -220	-1%	-$19.6K	0.03%	192
2025 Q4	$1.66M	Sell	20,713 -4,922	-19%	-$408K	0.02%	198
2025 Q3	$1.94M	Buy	25,635 +983	+4%	+$71.8K	0.02%	184
2025 Q2	$1.71M	Sell	24,652 -1,387	-5%	-$96.3K	0.02%	190
2025 Q1	$1.85M	Sell	26,039 -2,524	-9%	-$178K	0.03%	170
2024 Q4	$2.05M	Sell	28,563 -38	-0.1%	-$2.95K	0.03%	149
2024 Q3	$2.42M	Buy	28,601 +15	+0.1%	+$1.17K	0.03%	138
2024 Q2	$2.02M	Buy	28,586 +8,421	+42%	+$597K	0.03%	141
2024 Q1	$1.29M	Hold	20,165	–	–	0.04%	127
2023 Q4	$1.22M	Sell	20,165 -340	-2%	-$19.4K	0.04%	124
2023 Q3	$1.17M	Hold	20,505	–	–	0.04%	125
2023 Q2	$1.52M	Sell	20,505 -8,250	-29%	-$625K	0.05%	121
2023 Q1	$2.22M	Sell	28,755 -25	-0.1%	-$1.92K	0.08%	106
2022 Q4	$2.41M	Sell	28,780 -125	-0.4%	-$10.1K	0.09%	107
2022 Q3	$2.27M	Sell	28,905 -1,043	-3%	-$88.5K	0.09%	109
2022 Q2	$2.32M	Sell	29,948 -75	-0.2%	-$5.71K	0.08%	110
2022 Q1	$2.54M	Sell	30,023 -550	-2%	-$44.1K	0.08%	112
2021 Q4	$2.85M	Sell	30,573 -250	-0.8%	-$21.6K	0.08%	107
2021 Q3	$2.42M	Sell	30,823 -100	-0.3%	-$8.06K	0.08%	116
2021 Q2	$2.27M	Sell	30,923 -3,050	-9%	-$229K	0.07%	120
2021 Q1	$2.57M	Sell	33,973 -3,800	-10%	-$297K	0.08%	107
2020 Q4	$2.92M	Sell	37,773 -1,523	-4%	-$114K	0.09%	102
2020 Q3	$2.73M	Sell	39,296 -1,000	-2%	-$69K	0.09%	100
2020 Q2	$2.42M	Sell	40,296 -3,700	-8%	-$221K	0.09%	102
2020 Q1	$2.65M	Buy	43,996 +156	+0.4%	+$9.81K	0.12%	101
2019 Q4	$2.65M	Buy	43,840 +316	+0.7%	+$18.4K	0.1%	112
2019 Q3	$2.54M	Sell	43,524 -1,800	-4%	-$97.4K	0.1%	113
2019 Q2	$2.32M	Buy	45,324 +64	+0.1%	+$3.15K	0.09%	114
2019 Q1	$2.19M	Sell	45,260 -4,064	-8%	-$186K	0.09%	123
2018 Q4	$2.14M	Sell	49,324 -196	-0.4%	-$8.57K	0.1%	120
2018 Q3	$2.08M	Sell	49,520 -300	-0.6%	-$12.8K	0.1%	125
2018 Q2	$2.08M	Sell	49,820 -1,000	-2%	-$40.4K	0.09%	129
2018 Q1	$2.08M	Buy	50,820 +12,072	+31%	+$466K	0.1%	122
2017 Q4	$1.51M	Buy	38,748 +1,340	+4%	+$51.7K	0.12%	101
2017 Q3	$1.37M	Buy	37,408 +22,036	+143%	+$807K	0.13%	85
2017 Q2	$539K	Buy	15,372 +368	+2%	+$12.6K	0.07%	96
2017 Q1	$481K	Sell	15,004 -1,064	-7%	-$33.5K	0.07%	99
2016 Q4	$480K	Buy	16,068 +600	+4%	+$17.9K	0.07%	105
2016 Q3	$473K	Hold	15,468	–	–	0.08%	100
2016 Q2	$504K	Sell	15,468 -596	-4%	-$17.9K	0.09%	100
2016 Q1	$476K	Buy	16,064 +692	+5%	+$19.4K	0.09%	98
2015 Q4	$399K	Sell	15,372 -2,528	-14%	-$64K	0.07%	102
2015 Q3	$439K	Hold	17,900	–	–	0.08%	107
2015 Q2	$439K	Buy	17,900 +732	+4%	+$18.6K	0.08%	107
2015 Q1	$447K	Sell	17,168 -2,000	-10%	-$52.8K	0.08%	108
2014 Q4	$510K	Buy	19,168 +1,544	+9%	+$39K	0.09%	102
2014 Q3	$413K	Hold	17,624	–	–	0.08%	108
2014 Q2	$452K	Buy	17,624 +548	+3%	+$13.3K	0.09%	105
2014 Q1	$408K	Buy	17,076 +1,104	+7%	+$25K	0.09%	105
2013 Q4	$342K	Buy	15,972 +400	+3%	+$8.43K	0.08%	104
2013 Q3	$312K	Buy	15,572 +72	+0.5%	+$1.49K	0.08%	109
2013 Q2	$316K	Buy	+15,500	New	+$308K	0.08%	103

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

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

Bridges Investment Management reduced its NextEra Energy (NEE) stake by 1.1% in Q1 2026, selling an estimated $19.6K and leaving 20,493 shares worth $1.9M. The position accounts for 0.03% of the portfolio, ranked #192.

Bridges Investment Management first reported a position in NEE in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.92M in Q4 2020. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Bridges Investment Management held 20,493 shares of NextEra Energy worth $1.9M as of Q1 2026.
Bridges Investment Management sold 220 NextEra Energy shares in Q1 2026, an estimated $19.6K.
NextEra Energy made up 0.03% of Bridges Investment Management's portfolio in Q1 2026, its #192 holding.
Bridges Investment Management first reported a position in NextEra Energy in Q2 2013 and has held it in 52 quarters since.
Bridges Investment Management's NextEra Energy position peaked at $2.92M in Q4 2020.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Bridges Investment Management's 13F filing for Q1 2026, filed 4 May 2026.