Buckley Wealth Management’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $7.42M | Buy |
84,577
+6,920
| +9% | +$626K | 1.84% | 15 |
|
|
2026
Q1 | $7.21M | Buy |
77,657
+1,434
| +2% | +$127K | 1.84% | 14 |
|
|
2025
Q4 | $6.12M | Sell |
76,223
-244
| -0.3% | -$20.2K | 1.62% | 14 |
|
|
2025
Q3 | $5.77M | Buy |
76,467
+5,946
| +8% | +$434K | 1.58% | 14 |
|
|
2025
Q2 | $4.9M | Buy |
70,521
+16,606
| +31% | +$1.15M | 1.47% | 14 |
|
|
2025
Q1 | $3.82M | Buy |
53,915
+15,327
| +40% | +$1.08M | 1.19% | 19 |
|
|
2024
Q4 | $2.77M | Buy |
38,588
+112
| +0.3% | +$8.7K | 0.85% | 24 |
|
|
2024
Q3 | $3.25M | Sell |
38,476
-590
| -2% | -$46K | 1% | 23 |
|
|
2024
Q2 | $2.77M | Sell |
39,066
-196
| -0.5% | -$13.9K | 0.88% | 24 |
|
|
2024
Q1 | $2.51M | Buy |
39,262
+6,017
| +18% | +$352K | 0.8% | 26 |
|
|
2023
Q4 | $2.02M | Sell |
33,245
-1,280
| -4% | -$72.9K | 0.7% | 28 |
|
|
2023
Q3 | $1.98M | Buy |
34,525
+14,879
| +76% | +$1.03M | 0.74% | 27 |
|
|
2023
Q2 | $1.46M | Buy |
19,646
+6,591
| +50% | +$499K | 0.5% | 37 |
|
|
2023
Q1 | $1.01M | Buy |
13,055
+899
| +7% | +$69.1K | 0.37% | 43 |
|
|
2022
Q4 | $1.02M | Sell |
12,156
-1,988
| -14% | -$161K | 0.37% | 42 |
|
|
2022
Q3 | $1.11M | Sell |
14,144
-4,153
| -23% | -$352K | 0.41% | 39 |
|
|
2022
Q2 | $1.42M | Sell |
18,297
-351
| -2% | -$26.7K | 0.46% | 38 |
|
|
2022
Q1 | $1.58M | Buy |
18,648
+5,464
| +41% | +$438K | 0.43% | 40 |
|
|
2021
Q4 | $1.23M | Buy |
13,184
+2,711
| +26% | +$234K | 0.36% | 48 |
|
|
2021
Q3 | $822K | Buy |
10,473
+948
| +10% | +$76.5K | 0.27% | 64 |
|
|
2021
Q2 | $698K | Buy |
9,525
+294
| +3% | +$22.1K | 0.24% | 72 |
|
|
2021
Q1 | $698K | Buy |
9,231
+1,369
| +17% | +$107K | 0.26% | 68 |
|
|
2020
Q4 | $607K | Buy |
7,862
+174
| +2% | +$13K | 0.25% | 66 |
|
|
2020
Q3 | $534K | Sell |
7,688
-3,548
| -32% | -$245K | 0.24% | 69 |
|
|
2020
Q2 | $675K | Sell |
11,236
-772
| -6% | -$46.2K | 0.31% | 63 |
|
|
2020
Q1 | $722K | Buy |
12,008
+3,052
| +34% | +$192K | 0.39% | 48 |
|
|
2019
Q4 | $542K | Sell |
8,956
-488
| -5% | -$28.5K | 0.25% | 77 |
|
|
2019
Q3 | $550K | Sell |
9,444
-2,636
| -22% | -$143K | 0.27% | 74 |
|
|
2019
Q2 | $619K | Sell |
12,080
-576
| -5% | -$28.3K | 0.29% | 69 |
|
|
2019
Q1 | $612K | Buy |
12,656
+232
| +2% | +$10.6K | 0.29% | 70 |
|
|
2018
Q4 | $540K | Sell |
12,424
-440
| -3% | -$19.2K | 0.28% | 74 |
|
|
2018
Q3 | $539K | Sell |
12,864
-40
| -0.3% | -$1.7K | 0.24% | 89 |
|
|
2018
Q2 | $539K | Buy |
12,904
+532
| +4% | +$21.5K | 0.25% | 87 |
|
|
2018
Q1 | $505K | Buy |
12,372
+432
| +4% | +$16.7K | 0.25% | 95 |
|
|
2017
Q4 | $466K | Buy |
+11,940
| New | +$461K | 0.23% | 99 |
|
Other funds holding NEE
Buckley Wealth Management's NEE Position: Q2 2026 in Review
Buckley Wealth Management increased its NextEra Energy (NEE) stake by 8.9% in Q2 2026, buying an estimated $626K and bringing the position to 84,577 shares worth $7.42M. The position accounts for 1.84% of the portfolio, ranked #15.
Buckley Wealth Management first reported a position in NEE in Q4 2017 and has held it in 35 quarters since. 3,019 funds tracked by Wall St. Rank hold NEE as of Q2 2026.
- Buckley Wealth Management held 84,577 shares of NextEra Energy worth $7.42M as of Q2 2026.
- Buckley Wealth Management bought 6,920 NextEra Energy shares in Q2 2026, an estimated $626K.
- NextEra Energy made up 1.84% of Buckley Wealth Management's portfolio in Q2 2026, its #15 holding.
- Buckley Wealth Management first reported a position in NextEra Energy in Q4 2017 and has held it in 35 quarters since.
- 3,019 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.
Based on Buckley Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.