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	New	+$492K	0.2%	105

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 $3.37T AUM 44.26% 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 opened a new position in NextEra Energy (NEE) in Q2 2026: 5,435 shares worth $469K. The stake represents 0.2% of the portfolio and ranks #105 among its holdings.

3,019 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.
NextEra Energy was a new Bullock Wealth Management position in Q2 2026.
NextEra Energy made up 0.2% of Bullock Wealth Management's portfolio in Q2 2026, its #105 holding.
3,019 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.