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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
Q2 		$2.41M Buy
27,475
+165
+0.6% +$14.9K 0.11% 146
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bryn Mawr Capital Management's NEE Position: Q2 2026 in Review

Bryn Mawr Capital Management increased its NextEra Energy (NEE) stake by 0.6% in Q2 2026, buying an estimated $14.9K and bringing the position to 27,475 shares worth $2.41M. The position accounts for 0.11% of the portfolio, ranked #146.

Bryn Mawr Capital Management first reported a position in NEE in Q1 2022 and has held it in 18 quarters since. The position peaked at $3.82M in Q3 2024. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Bryn Mawr Capital Management held 27,475 shares of NextEra Energy worth $2.41M as of Q2 2026.
  • Bryn Mawr Capital Management bought 165 NextEra Energy shares in Q2 2026, an estimated $14.9K.
  • NextEra Energy made up 0.11% of Bryn Mawr Capital Management's portfolio in Q2 2026, its #146 holding.
  • Bryn Mawr Capital Management first reported a position in NextEra Energy in Q1 2022 and has held it in 18 quarters since.
  • Bryn Mawr Capital Management's NextEra Energy position peaked at $3.82M in Q3 2024.
  • 3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Bryn Mawr Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.