BWP
NEE icon

BSW Wealth Partners’s NextEra Energy NEE Stock Holding History

BSW Wealth Partners’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 		$312K Sell
3,553
-35
-1% -$3.17K 0.03% 249
2026
Q1 		$333K Buy
3,588
+275
+8% +$24.4K 0.04% 228
2025
Q4 		$266K Sell
3,313
-14
-0.4% -$1.16K 0.03% 266
2025
Q3 		$251K Sell
3,327
-1
-0% -$73 0.03% 279
2025
Q2 		$231K Sell
3,328
-3,176
-49% -$221K 0.03% 287
2025
Q1 		$461K Sell
6,504
-227
-3% -$16K 0.07% 164
2024
Q4 		$483K Sell
6,731
-272
-4% -$21.1K 0.07% 168
2024
Q3 		$592K Buy
7,003
+898
+15% +$70.1K 0.09% 132
2024
Q2 		$432K Sell
6,105
-89
-1% -$6.32K 0.07% 151
2024
Q1 		$396K Buy
6,194
+879
+17% +$51.5K 0.07% 170
2023
Q4 		$323K Sell
5,315
-448
-8% -$25.5K 0.06% 194
2023
Q3 		$330K Buy
5,763
+89
+2% +$6.16K 0.07% 157
2023
Q2 		$421K Sell
5,674
-30
-0.5% -$2.27K 0.09% 130
2023
Q1 		$440K Sell
5,704
-100
-2% -$7.69K 0.09% 158
2022
Q4 		$485K Hold
5,804
– – 0.1% 138
2022
Q3 		$455K Sell
5,804
-9
-0.2% -$764 0.11% 127
2022
Q2 		$450K Hold
5,813
– – 0.11% 133
2022
Q1 		$492K Buy
5,813
+400
+7% +$32.1K 0.12% 125
2021
Q4 		$505K Buy
5,413
+1,203
+29% +$104K 0.13% 120
2021
Q3 		$331K Sell
4,210
-13
-0.3% -$1.05K 0.09% 163
2021
Q2 		$309K Hold
4,223
– – 0.09% 169
2021
Q1 		$319K Sell
4,223
-168
-4% -$13.1K 0.09% 133
2020
Q4 		$339K Buy
4,391
+119
+3% +$8.9K 0.1% 113
2020
Q3 		$296K Buy
4,272
+56
+1% +$3.87K 0.11% 102
2020
Q2 		$253K Buy
4,216
+320
+8% +$19.2K 0.08% 120
2020
Q1 		$234K Sell
3,896
-48
-1% -$3.02K 0.1% 100
2019
Q4 		$239K Sell
3,944
-16
-0.4% -$934 0.08% 111
2019
Q3 		$231K Buy
+3,960
New +$214K 0.09% 95

Other funds holding NEE

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

BSW Wealth Partners's NEE Position: Q2 2026 in Review

BSW Wealth Partners reduced its NextEra Energy (NEE) stake by 0.98% in Q2 2026, selling an estimated $3.17K and leaving 3,553 shares worth $312K. The position accounts for 0.03% of the portfolio, ranked #249.

BSW Wealth Partners first reported a position in NEE in Q3 2019 and has held it in 28 quarters since. The position peaked at $592K in Q3 2024. 1,275 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • BSW Wealth Partners held 3,553 shares of NextEra Energy worth $312K as of Q2 2026.
  • BSW Wealth Partners sold 35 NextEra Energy shares in Q2 2026, an estimated $3.17K.
  • NextEra Energy made up 0.03% of BSW Wealth Partners's portfolio in Q2 2026, its #249 holding.
  • BSW Wealth Partners first reported a position in NextEra Energy in Q3 2019 and has held it in 28 quarters since.
  • BSW Wealth Partners's NextEra Energy position peaked at $592K in Q3 2024.
  • 1,275 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.