Brogan Financial’s NextEra Energy NEE Stock Holding History

Brogan Financial’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	$527K	Buy	6,003 +43	+0.7%	+$3.89K	0.21%	27
2026 Q1	$554K	Buy	5,960 +40	+0.7%	+$3.56K	0.24%	26
2025 Q4	$475K	Buy	5,920 +41	+0.7%	+$3.4K	0.21%	29
2025 Q3	$444K	Buy	5,879 +46	+0.8%	+$3.36K	0.19%	35
2025 Q2	$405K	Buy	5,833 +44	+0.8%	+$3.06K	0.18%	38
2025 Q1	$410K	Buy	5,789 +45	+0.8%	+$3.18K	0.2%	36
2024 Q4	$412K	Buy	5,744 +20	+0.3%	+$1.55K	0.2%	33
2024 Q3	$484K	Buy	5,724 +38	+0.7%	+$2.96K	0.28%	27
2024 Q2	$403K	Buy	5,686 +56	+1%	+$3.97K	0.25%	29
2024 Q1	$360K	Buy	+5,630	New	+$330K	0.24%	32
2023 Q2	–	Sell	-5,540	Closed	-$427K	–	37
2023 Q1	$427K	Hold	5,540	–	–	0.37%	16
2022 Q4	$463K	Buy	+5,540	New	+$448K	0.41%	17

Other funds holding NEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Brogan Financial's NEE Position: Q2 2026 in Review

Brogan Financial increased its NextEra Energy (NEE) stake by 0.72% in Q2 2026, buying an estimated $3.89K and bringing the position to 6,003 shares worth $527K. The position accounts for 0.21% of the portfolio, ranked #27.

Brogan Financial first reported a position in NEE in Q4 2022 and has held it in 12 quarters since. The position peaked at $554K in Q1 2026. 3,045 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Brogan Financial held 6,003 shares of NextEra Energy worth $527K as of Q2 2026.
Brogan Financial bought 43 NextEra Energy shares in Q2 2026, an estimated $3.89K.
NextEra Energy made up 0.21% of Brogan Financial's portfolio in Q2 2026, its #27 holding.
Brogan Financial first reported a position in NextEra Energy in Q4 2022 and has held it in 12 quarters since.
Brogan Financial's NextEra Energy position peaked at $554K in Q1 2026.
3,045 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Brogan Financial's 13F filing for Q2 2026, filed 13 Aug 2026.