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Burling Wealth Partners’s NextEra Energy NEE Stock Holding History

Burling Wealth Partners’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 		$8M Buy
91,184
+3,045
+3% +$275K 1.17% 25
2026
Q1 		$8.19M Buy
88,139
+2,079
+2% +$185K 1.32% 23
2025
Q4 		$6.91M Buy
86,060
+10,683
+14% +$885K 1.07% 24
2025
Q3 		$5.69M Buy
75,377
+5,392
+8% +$394K 0.94% 29
2025
Q2 		$4.86M Buy
69,985
+6,143
+10% +$427K 0.9% 32
2025
Q1 		$4.53M Buy
63,842
+4,926
+8% +$348K 0.95% 29
2024
Q4 		$4.22M Buy
+58,916
New +$4.58M 0.86% 33

Other funds holding NEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Burling Wealth Partners's NEE Position: Q2 2026 in Review

Burling Wealth Partners increased its NextEra Energy (NEE) stake by 3.5% in Q2 2026, buying an estimated $275K and bringing the position to 91,184 shares worth $8M. The position accounts for 1.17% of the portfolio, ranked #25.

Burling Wealth Partners first reported a position in NEE in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.19M in Q1 2026. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Burling Wealth Partners held 91,184 shares of NextEra Energy worth $8M as of Q2 2026.
  • Burling Wealth Partners bought 3,045 NextEra Energy shares in Q2 2026, an estimated $275K.
  • NextEra Energy made up 1.17% of Burling Wealth Partners's portfolio in Q2 2026, its #25 holding.
  • Burling Wealth Partners first reported a position in NextEra Energy in Q4 2024 and has held it in 7 quarters since.
  • Burling Wealth Partners's NextEra Energy position peaked at $8.19M in Q1 2026.
  • 3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Burling Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.