Coastal Bridge Advisors’s NextEra Energy NEE Stock Holding History

Coastal Bridge Advisors’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	$4.51M	Buy	48,544 +670	+1%	+$59.6K	0.32%	69
2025 Q4	$3.84M	Sell	47,874 -3,036	-6%	-$251K	0.29%	85
2025 Q3	$3.84M	Buy	50,910 +3,843	+8%	+$281K	0.29%	91
2025 Q2	$3.27M	Buy	+47,067	New	+$3.27M	0.27%	97
2025 Q1	–	Sell	-20,616	Closed	-$1.48M	–	350
2024 Q4	$1.48M	Hold	20,616	–	–	0.37%	51
2024 Q3	$1.74M	Sell	20,616 -20	-0.1%	-$1.56K	0.43%	45
2024 Q2	$1.46M	Buy	20,636 +328	+2%	+$23.3K	0.36%	49
2024 Q1	$1.3M	Hold	20,308	–	–	0.3%	58
2023 Q4	$1.23M	Sell	20,308 -132	-0.6%	-$7.52K	0.32%	54
2023 Q3	$1.17M	Buy	20,440 +132	+0.6%	+$9.14K	0.31%	53
2023 Q2	$1.51M	Buy	20,308 +225	+1%	+$17K	0.37%	44
2023 Q1	$1.55M	Sell	20,083 -264	-1%	-$20.3K	0.39%	42
2022 Q4	$1.7M	Sell	20,347 -108	-0.5%	-$8.72K	0.48%	42
2022 Q3	$1.6M	Buy	20,455 +36	+0.2%	+$3.05K	0.43%	44
2022 Q2	$1.58M	Buy	+20,419	New	+$1.55M	0.49%	43
2022 Q1	–	Sell	-3,252	Closed	-$282K	–	197
2021 Q4	$282K	Buy	+3,252	New	+$281K	0.06%	148

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

Coastal Bridge Advisors's NEE Position: Q1 2026 in Review

Coastal Bridge Advisors increased its NextEra Energy (NEE) stake by 1.4% in Q1 2026, buying an estimated $59.6K and bringing the position to 48,544 shares worth $4.51M. The position accounts for 0.32% of the portfolio, ranked #69.

Coastal Bridge Advisors first reported a position in NEE in Q4 2021 and has held it in 16 quarters since. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Coastal Bridge Advisors held 48,544 shares of NextEra Energy worth $4.51M as of Q1 2026.
Coastal Bridge Advisors bought 670 NextEra Energy shares in Q1 2026, an estimated $59.6K.
NextEra Energy made up 0.32% of Coastal Bridge Advisors's portfolio in Q1 2026, its #69 holding.
Coastal Bridge Advisors first reported a position in NextEra Energy in Q4 2021 and has held it in 16 quarters since.
3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.