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Bryn Mawr Capital Management’s NextEra Energy NEE Stock Holding History

Bryn Mawr Capital 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
Q1 		$2.54M Sell
27,310
-630
-2% -$56K 0.12% 135
2025
Q4 		$2.24M Sell
27,940
-2,061
-7% -$171K 0.11% 142
2025
Q3 		$2.26M Sell
30,001
-2,511
-8% -$183K 0.11% 140
2025
Q2 		$2.26M Sell
32,512
-3,119
-9% -$217K 0.12% 137
2025
Q1 		$2.53M Sell
35,631
-2,920
-8% -$206K 0.15% 122
2024
Q4 		$2.76M Sell
38,551
-6,600
-15% -$513K 0.15% 126
2024
Q3 		$3.82M Buy
45,151
+55
+0.1% +$4.29K 0.21% 107
2024
Q2 		$3.21M Buy
45,096
+1,948
+5% +$138K 0.18% 121
2024
Q1 		$2.76M Buy
43,148
+519
+1% +$30.4K 0.16% 126
2023
Q4 		$2.59M Sell
42,629
-5,244
-11% -$299K 0.16% 128
2023
Q3 		$2.74M Buy
47,873
+29,109
+155% +$2.02M 0.18% 115
2023
Q2 		$1.39M Sell
18,764
-195
-1% -$14.8K 0.13% 136
2023
Q1 		$1.46M Sell
18,959
-96
-0.5% -$7.38K 0.15% 131
2022
Q4 		$1.59M Buy
19,055
+15,247
+400% +$1.23M 0.17% 123
2022
Q3 		$299K Sell
3,808
-377
-9% -$32K 0.11% 111
2022
Q2 		$324K Buy
4,185
+49
+1% +$3.73K 0.11% 113
2022
Q1 		$350K Buy
+4,136
New +$331K 0.1% 118

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

Bryn Mawr Capital Management's NEE Position: Q1 2026 in Review

Bryn Mawr Capital Management reduced its NextEra Energy (NEE) stake by 2.3% in Q1 2026, selling an estimated $56K and leaving 27,310 shares worth $2.54M. The position accounts for 0.12% of the portfolio, ranked #135.

Bryn Mawr Capital Management first reported a position in NEE in Q1 2022 and has held it in 17 quarters since. The position peaked at $3.82M in Q3 2024. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Bryn Mawr Capital Management held 27,310 shares of NextEra Energy worth $2.54M as of Q1 2026.
  • Bryn Mawr Capital Management sold 630 NextEra Energy shares in Q1 2026, an estimated $56K.
  • NextEra Energy made up 0.12% of Bryn Mawr Capital Management's portfolio in Q1 2026, its #135 holding.
  • Bryn Mawr Capital Management first reported a position in NextEra Energy in Q1 2022 and has held it in 17 quarters since.
  • Bryn Mawr Capital Management's NextEra Energy position peaked at $3.82M in Q3 2024.
  • 3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Bryn Mawr Capital Management's 13F filing for Q1 2026, filed 4 May 2026.