Burk Holdings’s NextEra Energy NEE Stock Holding History

Burk Holdings’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	$12.6K	Hold	144	–	–	﹤0.01%	246
2026 Q1	$13.4K	Buy	+144	New	+$12.8K	0.01%	234

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

Burk Holdings's NEE Position: Q2 2026 in Review

Burk Holdings held its NextEra Energy (NEE) position steady in Q2 2026 at 144 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #246.

Burk Holdings first reported a position in NEE in Q1 2026 and has held it in 2 quarters since. The position peaked at $13.4K in Q1 2026. 3,019 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Burk Holdings held 144 shares of NextEra Energy worth $12.6K as of Q2 2026.
Burk Holdings left its NextEra Energy share count unchanged in Q2 2026.
NextEra Energy made up ﹤0.01% of Burk Holdings's portfolio in Q2 2026, its #246 holding.
Burk Holdings first reported a position in NextEra Energy in Q1 2026 and has held it in 2 quarters since.
Burk Holdings's NextEra Energy position peaked at $13.4K in Q1 2026.
3,019 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Burk Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.