Brooks Moore & Associates’s NextEra Energy NEE Stock Holding History

Brooks Moore & Associates’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	$1.61M	Sell	17,345 -400	-2%	-$35.6K	0.81%	40
2025 Q4	$1.42M	Sell	17,745 -150	-0.8%	-$12.4K	0.7%	47
2025 Q3	$1.35M	Sell	17,895 -300	-2%	-$21.9K	0.68%	47
2025 Q2	$1.29M	Buy	+18,195	New	+$1.26M	0.7%	44

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

Brooks Moore & Associates's NEE Position: Q1 2026 in Review

Brooks Moore & Associates reduced its NextEra Energy (NEE) stake by 2.3% in Q1 2026, selling an estimated $35.6K and leaving 17,345 shares worth $1.61M. The position accounts for 0.81% of the portfolio, ranked #40.

Brooks Moore & Associates first reported a position in NEE in Q2 2025 and has held it in 4 quarters since. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Brooks Moore & Associates held 17,345 shares of NextEra Energy worth $1.61M as of Q1 2026.
Brooks Moore & Associates sold 400 NextEra Energy shares in Q1 2026, an estimated $35.6K.
NextEra Energy made up 0.81% of Brooks Moore & Associates's portfolio in Q1 2026, its #40 holding.
Brooks Moore & Associates first reported a position in NextEra Energy in Q2 2025 and has held it in 4 quarters since.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Brooks Moore & Associates's 13F filing for Q1 2026, filed 15 May 2026.