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 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 $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

Brogan Financial's NEE Position: Q1 2026 in Review

Brogan Financial increased its NextEra Energy (NEE) stake by 0.68% in Q1 2026, buying an estimated $3.56K and bringing the position to 5,960 shares worth $554K. The position accounts for 0.24% of the portfolio, ranked #26.

Brogan Financial first reported a position in NEE in Q4 2022 and has held it in 11 quarters since. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Brogan Financial held 5,960 shares of NextEra Energy worth $554K as of Q1 2026.
Brogan Financial bought 40 NextEra Energy shares in Q1 2026, an estimated $3.56K.
NextEra Energy made up 0.24% of Brogan Financial's portfolio in Q1 2026, its #26 holding.
Brogan Financial first reported a position in NextEra Energy in Q4 2022 and has held it in 11 quarters since.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Brogan Financial's 13F filing for Q1 2026, filed 11 May 2026.