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Brown Miller Wealth Management’s NextEra Energy NEE Stock Holding History

Brown Miller Wealth 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 		$5.2M Sell
59,215
-4,427
-7% -$400K 1.31% 11
2026
Q1 		$5.91M Buy
63,642
+1,552
+2% +$138K 1.68% 9
2025
Q4 		$4.98M Buy
62,090
+1,066
+2% +$88.3K 1.38% 12
2025
Q3 		$4.61M Buy
61,024
+1,845
+3% +$135K 1.31% 13
2025
Q2 		$4.11M Buy
59,179
+1,382
+2% +$96K 1.28% 17
2025
Q1 		$4.1M Buy
57,797
+12,144
+27% +$857K 1.42% 14
2024
Q4 		$3.27M Buy
45,653
+221
+0.5% +$17.2K 1.26% 19
2024
Q3 		$3.84M Buy
45,432
+419
+0.9% +$32.7K 1.49% 11
2024
Q2 		$3.19M Buy
45,013
+744
+2% +$52.8K 1.32% 16
2024
Q1 		$2.83M Buy
44,269
+8,340
+23% +$489K 1.25% 23
2023
Q4 		$2.18M Buy
35,929
+919
+3% +$52.4K 1.09% 28
2023
Q3 		$2.01M Buy
35,010
+3,960
+13% +$274K 1.12% 29
2023
Q2 		$2.3M Buy
31,050
+630
+2% +$47.7K 1.24% 24
2023
Q1 		$2.34M Buy
30,420
+1,021
+3% +$78.5K 1.39% 20
2022
Q4 		$2.46M Buy
29,399
+596
+2% +$48.1K 1.55% 17
2022
Q3 		$2.26M Buy
28,803
+1,942
+7% +$165K 1.6% 15
2022
Q2 		$2.08M Buy
26,861
+428
+2% +$32.6K 1.41% 19
2022
Q1 		$2.24M Buy
26,433
+1,010
+4% +$80.9K 1.3% 23
2021
Q4 		$2.37M Buy
25,423
+393
+2% +$34K 1.36% 23
2021
Q3 		$1.97M Buy
25,030
+575
+2% +$46.4K 1.23% 23
2021
Q2 		$1.79M Sell
24,455
-134
-0.5% -$10.1K 1.14% 27
2021
Q1 		$1.86M Buy
24,589
+305
+1% +$23.8K 1.31% 21
2020
Q4 		$1.87M Buy
+24,284
New +$1.82M 1.41% 19

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
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
Swedbank
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

Brown Miller Wealth Management's NEE Position: Q2 2026 in Review

Brown Miller Wealth Management reduced its NextEra Energy (NEE) stake by 7% in Q2 2026, selling an estimated $400K and leaving 59,215 shares worth $5.2M. The position accounts for 1.31% of the portfolio, ranked #11.

Brown Miller Wealth Management first reported a position in NEE in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.91M in Q1 2026. 982 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Brown Miller Wealth Management held 59,215 shares of NextEra Energy worth $5.2M as of Q2 2026.
  • Brown Miller Wealth Management sold 4,427 NextEra Energy shares in Q2 2026, an estimated $400K.
  • NextEra Energy made up 1.31% of Brown Miller Wealth Management's portfolio in Q2 2026, its #11 holding.
  • Brown Miller Wealth Management first reported a position in NextEra Energy in Q4 2020 and has held it in 23 quarters since.
  • Brown Miller Wealth Management's NextEra Energy position peaked at $5.91M in Q1 2026.
  • 982 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Brown Miller Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.