BLC
NEE icon

Brown, Lisle/Cummings’s NextEra Energy NEE Stock Holding History

Brown, Lisle/Cummings’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 		$1.48M Buy
15,882
+200
+1% +$17.8K 0.37% 71
2025
Q4 		$1.26M Sell
15,682
-225
-1% -$18.6K 0.31% 81
2025
Q3 		$1.2M Hold
15,907
– – 0.31% 81
2025
Q2 		$1.1M Sell
15,907
-174
-1% -$12.1K 0.29% 81
2025
Q1 		$1.14M Buy
16,081
+31
+0.2% +$2.19K 0.33% 78
2024
Q4 		$1.15M Buy
16,050
+751
+5% +$58.3K 0.34% 73
2024
Q3 		$1.29M Sell
15,299
-200
-1% -$15.6K 0.39% 64
2024
Q2 		$1.1M Buy
15,499
+2,916
+23% +$207K 0.36% 69
2024
Q1 		$804K Hold
12,583
– – 0.27% 89
2023
Q4 		$764K Buy
12,583
+10,183
+424% +$580K 0.28% 84
2023
Q3 		$137K Hold
2,400
– – 0.06% 206
2023
Q2 		$178K Hold
2,400
– – 0.08% 189
2023
Q1 		$185K Buy
2,400
+75
+3% +$5.77K 0.09% 177
2022
Q4 		$194K Buy
2,325
+100
+4% +$8.08K 0.1% 160
2022
Q3 		$174K Hold
2,225
– – 0.1% 161
2022
Q2 		$172K Buy
2,225
+60
+3% +$4.57K 0.1% 169
2022
Q1 		$183K Buy
2,165
+200
+10% +$16K 0.09% 175
2021
Q4 		$183K Buy
+1,965
New +$170K 0.09% 169

Other funds holding NEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Brown, Lisle/Cummings's NEE Position: Q1 2026 in Review

Brown, Lisle/Cummings increased its NextEra Energy (NEE) stake by 1.3% in Q1 2026, buying an estimated $17.8K and bringing the position to 15,882 shares worth $1.48M. The position accounts for 0.37% of the portfolio, ranked #71.

Brown, Lisle/Cummings first reported a position in NEE in Q4 2021 and has held it in 18 quarters since. 3,028 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Brown, Lisle/Cummings held 15,882 shares of NextEra Energy worth $1.48M as of Q1 2026.
  • Brown, Lisle/Cummings bought 200 NextEra Energy shares in Q1 2026, an estimated $17.8K.
  • NextEra Energy made up 0.37% of Brown, Lisle/Cummings's portfolio in Q1 2026, its #71 holding.
  • Brown, Lisle/Cummings first reported a position in NextEra Energy in Q4 2021 and has held it in 18 quarters since.
  • 3,028 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q1 2026, filed 20 Apr 2026.