Bullock Wealth Management’s NextEra Energy NEE Stock Holding History

Bullock Wealth 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	$469K	Buy	5,435 +32	+0.6%	+$2.9K	0.2%	105
2026 Q1	$502K	Sell	5,403 -5	-0.1%	-$445	0.25%	93
2025 Q4	$434K	Sell	5,408 -13	-0.2%	-$1.08K	0.21%	96
2025 Q3	$426K	Sell	5,421 -7	-0.1%	-$511	0.21%	101
2025 Q2	$397K	Buy	5,428 +23	+0.4%	+$1.6K	0.21%	103
2025 Q1	$383K	Sell	5,405 -830	-13%	-$58.6K	0.21%	104
2024 Q4	$447K	Buy	6,235 +107	+2%	+$8.31K	0.26%	83
2024 Q3	$523K	Buy	6,128 +12	+0.2%	+$936	0.32%	79
2024 Q2	$427K	Sell	6,116 -658	-10%	-$46.7K	0.28%	84
2024 Q1	$429K	Buy	+6,774	New	+$397K	0.29%	85

Other funds holding NEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bullock Wealth Management's NEE Position: Q2 2026 in Review

Bullock Wealth Management increased its NextEra Energy (NEE) stake by 0.59% in Q2 2026, buying an estimated $2.9K and bringing the position to 5,435 shares worth $469K. The position accounts for 0.2% of the portfolio, ranked #105.

Bullock Wealth Management first reported a position in NEE in Q1 2024 and has held it in 10 quarters since. The position peaked at $523K in Q3 2024. 3,051 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Bullock Wealth Management held 5,435 shares of NextEra Energy worth $469K as of Q2 2026.
Bullock Wealth Management bought 32 NextEra Energy shares in Q2 2026, an estimated $2.9K.
NextEra Energy made up 0.2% of Bullock Wealth Management's portfolio in Q2 2026, its #105 holding.
Bullock Wealth Management first reported a position in NextEra Energy in Q1 2024 and has held it in 10 quarters since.
Bullock Wealth Management's NextEra Energy position peaked at $523K in Q3 2024.
3,051 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.