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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Burling Wealth Partners's NEE Position: Q1 2026 in Review

Burling Wealth Partners increased its NextEra Energy (NEE) stake by 2.4% in Q1 2026, buying an estimated $185K and bringing the position to 88,139 shares worth $8.19M. The position accounts for 1.32% of the portfolio, ranked #23.

Burling Wealth Partners first reported a position in NEE in Q4 2024 and has held it in 6 quarters since. 3,028 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Burling Wealth Partners held 88,139 shares of NextEra Energy worth $8.19M as of Q1 2026.
Burling Wealth Partners bought 2,079 NextEra Energy shares in Q1 2026, an estimated $185K.
NextEra Energy made up 1.32% of Burling Wealth Partners's portfolio in Q1 2026, its #23 holding.
Burling Wealth Partners first reported a position in NextEra Energy in Q4 2024 and has held it in 6 quarters since.
3,028 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Burling Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.