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Bridgewater Advisors’s NextEra Energy NEE Stock Holding History

Bridgewater Advisors’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 		$1.54M Sell
16,276
-1
-0% -$89 0.09% 99
2025
Q4 		$1.36M Buy
16,277
+486
+3% +$40.3K 0.09% 108
2025
Q3 		$1.29M Sell
15,791
-109
-0.7% -$7.96K 0.09% 110
2025
Q2 		$1.14M Buy
15,900
+531
+3% +$36.9K 0.09% 116
2025
Q1 		$1.03M Buy
15,369
+430
+3% +$30.4K 0.09% 115
2024
Q4 		$1.02M Buy
14,939
+1,590
+12% +$124K 0.11% 85
2024
Q3 		$1.06M Buy
13,349
+81
+0.6% +$6.32K 0.11% 88
2024
Q2 		$974K Buy
+13,268
New +$941K 0.12% 85
2022
Q4 		– Sell
-12,418
Closed -$974K – 120
2022
Q3 		$974K Buy
12,418
+5,427
+78% +$460K 0.27% 76
2022
Q2 		$542K Sell
6,991
-382
-5% -$29.1K 0.11% 130
2022
Q1 		$625K Sell
7,373
-587
-7% -$47K 0.15% 120
2021
Q4 		$743K Sell
7,960
-12
-0.2% -$1.04K 0.16% 115
2021
Q3 		$626K Buy
7,972
+196
+3% +$15.8K 0.17% 121
2021
Q2 		$570K Buy
7,776
+4,816
+163% +$361K 0.18% 122
2021
Q1 		$212K Buy
+2,960
New +$231K 0.11% 152

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

Bridgewater Advisors's NEE Position: Q1 2026 in Review

Bridgewater Advisors reduced its NextEra Energy (NEE) stake by 0.01% in Q1 2026, selling an estimated $89 and leaving 16,276 shares worth $1.54M. The position accounts for 0.09% of the portfolio, ranked #99.

Bridgewater Advisors first reported a position in NEE in Q1 2021 and has held it in 15 quarters since. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Bridgewater Advisors held 16,276 shares of NextEra Energy worth $1.54M as of Q1 2026.
  • Bridgewater Advisors sold 1 NextEra Energy share in Q1 2026, an estimated $89.
  • NextEra Energy made up 0.09% of Bridgewater Advisors's portfolio in Q1 2026, its #99 holding.
  • Bridgewater Advisors first reported a position in NextEra Energy in Q1 2021 and has held it in 15 quarters since.
  • 3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Bridgewater Advisors's 13F filing for Q1 2026, filed 14 May 2026.