Bridgewealth Advisory Group’s NextEra Energy NEE Stock Holding History

Bridgewealth Advisory Group’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 Q2	$227K	Sell	2,591 -280	-10%	-$25.3K	0.04%	125
2026 Q1	$267K	Hold	2,871	–	–	0.06%	103
2025 Q4	$231K	Hold	2,871	–	–	0.05%	113
2025 Q3	$217K	Sell	2,871 -100	-3%	-$7.31K	0.05%	113
2025 Q2	$206K	Buy	+2,971	New	+$206K	0.05%	110
2025 Q1	–	Sell	-2,971	Closed	-$204K	–	84
2024 Q4	$204K	Buy	+2,971	New	+$231K	0.06%	107

Other funds holding NEE

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Bridgewealth Advisory Group's NEE Position: Q2 2026 in Review

Bridgewealth Advisory Group reduced its NextEra Energy (NEE) stake by 9.8% in Q2 2026, selling an estimated $25.3K and leaving 2,591 shares worth $227K. The position accounts for 0.04% of the portfolio, ranked #125.

Bridgewealth Advisory Group first reported a position in NEE in Q4 2024 and has held it in 6 quarters since. The position peaked at $267K in Q1 2026. 1,083 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Bridgewealth Advisory Group held 2,591 shares of NextEra Energy worth $227K as of Q2 2026.
Bridgewealth Advisory Group sold 280 NextEra Energy shares in Q2 2026, an estimated $25.3K.
NextEra Energy made up 0.04% of Bridgewealth Advisory Group's portfolio in Q2 2026, its #125 holding.
Bridgewealth Advisory Group first reported a position in NextEra Energy in Q4 2024 and has held it in 6 quarters since.
Bridgewealth Advisory Group's NextEra Energy position peaked at $267K in Q1 2026.
1,083 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Bridgewealth Advisory Group's 13F filing for Q2 2026, filed 27 Jul 2026.