Bright Rock Capital Management’s NextEra Energy NEE Stock Holding History

Bright Rock Capital 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 Q2	$9.65M	Hold	110,000	–	–	1.93%	16
2026 Q1	$10.2M	Hold	110,000	–	–	2.02%	17
2025 Q4	$8.83M	Hold	110,000	–	–	1.74%	19
2025 Q3	$8.3M	Hold	110,000	–	–	1.63%	24
2025 Q2	$7.64M	Hold	110,000	–	–	1.55%	28
2025 Q1	$7.8M	Hold	110,000	–	–	1.64%	25
2024 Q4	$7.89M	Hold	110,000	–	–	1.68%	23
2024 Q3	$9.3M	Sell	110,000 -25,000	-19%	-$1.95M	1.87%	22
2024 Q2	$9.56M	Hold	135,000	–	–	2.02%	16
2024 Q1	$8.63M	Buy	135,000 +70,000	+108%	+$4.1M	1.79%	23
2023 Q4	$3.95M	Hold	65,000	–	–	0.89%	38
2023 Q3	$3.72M	Buy	65,000 +25,000	+63%	+$1.73M	0.91%	37
2023 Q2	$2.97M	Hold	40,000	–	–	0.69%	49
2023 Q1	$3.08M	Hold	40,000	–	–	0.77%	41
2022 Q4	$3.34M	Hold	40,000	–	–	0.87%	39
2022 Q3	$3.14M	Hold	40,000	–	–	0.88%	41
2022 Q2	$3.1M	Sell	40,000 -80,000	-67%	-$6.09M	0.84%	45
2022 Q1	$10.2M	Hold	120,000	–	–	2.4%	12
2021 Q4	$11.2M	Hold	120,000	–	–	2.54%	8
2021 Q3	$9.42M	Hold	120,000	–	–	2.36%	14
2021 Q2	$8.79M	Hold	120,000	–	–	2.12%	15
2021 Q1	$9.07M	Hold	120,000	–	–	2.32%	14
2020 Q4	$9.26M	Hold	120,000	–	–	2.52%	7
2020 Q3	$8.33M	Hold	120,000	–	–	2.47%	9
2020 Q2	$7.21M	Hold	120,000	–	–	2.25%	12
2020 Q1	$7.22M	Sell	120,000 -20,000	-14%	-$1.26M	2.63%	9
2019 Q4	$8.48M	Hold	140,000	–	–	2.48%	11
2019 Q3	$8.06M	Hold	140,000	–	–	2.52%	10
2019 Q2	$7.17M	Sell	140,000 -8,000	-5%	-$394K	2.29%	16
2019 Q1	$7.15M	Hold	148,000	–	–	2.39%	9
2018 Q4	$6.43M	Sell	148,000 -24,000	-14%	-$1.05M	2.42%	11
2018 Q3	$7.21M	Hold	172,000	–	–	2.35%	12
2018 Q2	$7.18M	Buy	172,000 +48,000	+39%	+$1.94M	2.46%	13
2018 Q1	$5.06M	Hold	124,000	–	–	1.74%	27
2017 Q4	$4.84M	Hold	124,000	–	–	1.31%	41
2017 Q3	$4.54M	Sell	124,000 -16,000	-11%	-$586K	1.32%	42
2017 Q2	$4.91M	Hold	140,000	–	–	1.45%	37
2017 Q1	$4.49M	Hold	140,000	–	–	1.34%	44
2016 Q4	$4.18M	Buy	+140,000	New	+$4.18M	1.3%	45

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

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

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

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Bright Rock Capital Management's NEE Position: Q2 2026 in Review

Bright Rock Capital Management held its NextEra Energy (NEE) position steady in Q2 2026 at 110,000 shares worth $9.65M. The position accounts for 1.93% of the portfolio, ranked #16.

Bright Rock Capital Management first reported a position in NEE in Q4 2016 and has held it in 39 quarters since. The position peaked at $11.2M in Q4 2021. 560 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Bright Rock Capital Management held 110,000 shares of NextEra Energy worth $9.65M as of Q2 2026.
Bright Rock Capital Management left its NextEra Energy share count unchanged in Q2 2026.
NextEra Energy made up 1.93% of Bright Rock Capital Management's portfolio in Q2 2026, its #16 holding.
Bright Rock Capital Management first reported a position in NextEra Energy in Q4 2016 and has held it in 39 quarters since.
Bright Rock Capital Management's NextEra Energy position peaked at $11.2M in Q4 2021.
560 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Bright Rock Capital Management's 13F filing for Q2 2026, filed 8 Jul 2026.