Bruce & Co’s NextEra Energy NEE Stock Holding History

Bruce & Co’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	$27.9M	Sell	300,300 -10,000	-3%	-$889K	7.98%	1
2025 Q4	$24.9M	Sell	310,300 -4,700	-1%	-$389K	7.72%	4
2025 Q3	$23.8M	Hold	315,000	–	–	7.36%	3
2025 Q2	$21.9M	Hold	315,000	–	–	7.09%	4
2025 Q1	$22.3M	Hold	315,000	–	–	7.16%	4
2024 Q4	$22.6M	Sell	315,000 -18,300	-5%	-$1.42M	7.25%	4
2024 Q3	$28.2M	Hold	333,300	–	–	8.2%	3
2024 Q2	$23.6M	Buy	333,300 +39,700	+14%	+$2.82M	7.76%	4
2024 Q1	$18.8M	Hold	293,600	–	–	6.22%	7
2023 Q4	$17.8M	Sell	293,600 -30,000	-9%	-$1.71M	6.22%	7
2023 Q3	$18.5M	Sell	323,600 -21,514	-6%	-$1.49M	6.32%	7
2023 Q2	$25.6M	Hold	345,114	–	–	7.18%	4
2023 Q1	$26.6M	Sell	345,114 -2,386	-0.7%	-$183K	7.25%	4
2022 Q4	$29.1M	Sell	347,500 -2,500	-0.7%	-$202K	7.49%	4
2022 Q3	$27.4M	Sell	350,000 -110,000	-24%	-$9.33M	7.54%	5
2022 Q2	$35.6M	Sell	460,000 -30,000	-6%	-$2.28M	8.38%	2
2022 Q1	$41.5M	Sell	490,000 -400	-0.1%	-$32.1K	8.49%	2
2021 Q4	$45.8M	Sell	490,400 -11,000	-2%	-$951K	9.15%	2
2021 Q3	$39.4M	Sell	501,400 -41,600	-8%	-$3.36M	8.36%	2
2021 Q2	$39.8M	Sell	543,000 -3,500	-0.6%	-$263K	7.6%	5
2021 Q1	$41.3M	Sell	546,500 -20,700	-4%	-$1.62M	7.74%	3
2020 Q4	$43.8M	Sell	567,200 -60,000	-10%	-$4.49M	8.43%	2
2020 Q3	$43.5M	Sell	627,200 -40,000	-6%	-$2.76M	9.01%	2
2020 Q2	$40.1M	Sell	667,200 -80,000	-11%	-$4.79M	8.71%	2
2020 Q1	$45M	Sell	747,200 -40,000	-5%	-$2.51M	10.36%	1
2019 Q4	$47.7M	Hold	787,200	–	–	9.3%	2
2019 Q3	$45.9M	Hold	787,200	–	–	9.52%	2
2019 Q2	$40.3M	Sell	787,200 -103,600	-12%	-$5.1M	8.59%	2
2019 Q1	$43.1M	Sell	890,800 -80,000	-8%	-$3.66M	8.41%	2
2018 Q4	$42.2M	Sell	970,800 -1,200	-0.1%	-$52.5K	8.98%	2
2018 Q3	$40.7M	Hold	972,000	–	–	7.89%	2
2018 Q2	$40.6M	Sell	972,000 -800	-0.1%	-$32.3K	8.08%	2
2018 Q1	$39.7M	Hold	972,800	–	–	8.3%	2
2017 Q4	$38M	Hold	972,800	–	–	8.23%	2
2017 Q3	$35.6M	Hold	972,800	–	–	7.97%	2
2017 Q2	$34.1M	Hold	972,800	–	–	7.78%	2
2017 Q1	$31.2M	Hold	972,800	–	–	7.48%	2
2016 Q4	$29.1M	Hold	972,800	–	–	7.59%	2
2016 Q3	$29.4M	Hold	972,800	–	–	7.95%	2
2016 Q2	$31.7M	Hold	972,800	–	–	8.11%	2
2016 Q1	$28.8M	Hold	972,800	–	–	8.03%	2
2015 Q4	$25.3M	Buy	972,800 +470,800	+94%	+$11.9M	6.86%	2
2015 Q3	$12.2M	Buy	502,000 +2,000	+0.4%	+$50.9K	3.15%	9
2015 Q2	$12.3M	Hold	500,000	–	–	3.17%	8
2015 Q1	$13M	Hold	500,000	–	–	3.3%	8
2014 Q4	$13.3M	Buy	500,000 +4,000	+0.8%	+$101K	3.67%	10
2014 Q3	$11.7M	Hold	496,000	–	–	3.27%	10
2014 Q2	$12.7M	Hold	496,000	–	–	2.93%	10
2014 Q1	$11.8M	Hold	496,000	–	–	3.16%	10
2013 Q4	$10.5M	Hold	496,000	–	–	3%	9
2013 Q3	$9.63M	Hold	496,000	–	–	3.15%	10
2013 Q2	$9.63M	Buy	+496,000	New	+$9.84M	3.22%	10

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

Bruce & Co's NEE Position: Q1 2026 in Review

Bruce & Co reduced its NextEra Energy (NEE) stake by 3.2% in Q1 2026, selling an estimated $889K and leaving 300,300 shares worth $27.9M. The position accounts for 7.98% of the portfolio, ranked #1.

Bruce & Co first reported a position in NEE in Q2 2013 and has held it in 52 quarters since. The position peaked at $47.7M in Q4 2019. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Bruce & Co held 300,300 shares of NextEra Energy worth $27.9M as of Q1 2026.
Bruce & Co sold 10,000 NextEra Energy shares in Q1 2026, an estimated $889K.
NextEra Energy made up 7.98% of Bruce & Co's portfolio in Q1 2026, its #1 holding.
Bruce & Co first reported a position in NextEra Energy in Q2 2013 and has held it in 52 quarters since.
Bruce & Co's NextEra Energy position peaked at $47.7M in Q4 2019.
3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Bruce & Co's 13F filing for Q1 2026, filed 14 May 2026.