Burkett Financial Services’s NextEra Energy NEE Stock Holding History

Burkett Financial Services’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	$2.48K	Hold	28	–	–	﹤0.01%	232
2026 Q1	$2.6K	Buy	28 +1	+4%	+$89	﹤0.01%	210
2025 Q4	$2.23K	Sell	27 -1	-4%	-$83	﹤0.01%	202
2025 Q3	$2.09K	Sell	28 -337	-92%	-$24.6K	﹤0.01%	198
2025 Q2	$25.3K	Buy	365 +3	+0.8%	+$208	0.01%	118
2025 Q1	$25.7K	Buy	362 +3	+0.8%	+$212	0.01%	121
2024 Q4	$25.8K	Buy	359 +332	+1,230%	+$25.8K	0.01%	112
2024 Q3	$2.28K	Buy	+27	New	+$2.11K	﹤0.01%	187

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

Burkett Financial Services's NEE Position: Q2 2026 in Review

Burkett Financial Services held its NextEra Energy (NEE) position steady in Q2 2026 at 28 shares worth $2.48K. The position accounts for ﹤0.01% of the portfolio, ranked #232.

Burkett Financial Services first reported a position in NEE in Q3 2024 and has held it in 8 quarters since. The position peaked at $25.8K in Q4 2024. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Burkett Financial Services held 28 shares of NextEra Energy worth $2.48K as of Q2 2026.
Burkett Financial Services left its NextEra Energy share count unchanged in Q2 2026.
NextEra Energy made up ﹤0.01% of Burkett Financial Services's portfolio in Q2 2026, its #232 holding.
Burkett Financial Services first reported a position in NextEra Energy in Q3 2024 and has held it in 8 quarters since.
Burkett Financial Services's NextEra Energy position peaked at $25.8K in Q4 2024.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.