De Burlo Group’s NextEra Energy NEE Stock Holding History

De Burlo Group’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	$418K	Hold	4,500	–	–	0.09%	71
2025 Q4	$361K	Hold	4,500	–	–	0.04%	71
2025 Q3	$340K	Hold	4,500	–	–	0.04%	71
2025 Q2	$312K	Hold	4,500	–	–	0.04%	74
2025 Q1	$319K	Hold	4,500	–	–	0.05%	72
2024 Q4	$323K	Sell	4,500 -300	-6%	-$23.3K	0.04%	74
2024 Q3	$406K	Hold	4,800	–	–	0.05%	71
2024 Q2	$340K	Hold	4,800	–	–	0.05%	71
2024 Q1	$307K	Hold	4,800	–	–	0.04%	77
2023 Q4	$275K	Hold	4,800	–	–	0.05%	77
2023 Q3	$275K	Hold	4,800	–	–	0.05%	77
2023 Q2	$356K	Hold	4,800	–	–	0.06%	79
2023 Q1	$370K	Hold	4,800	–	–	0.07%	81
2022 Q4	$401K	Hold	4,800	–	–	0.09%	68
2022 Q3	$376K	Buy	+4,800	New	+$407K	0.09%	72
2022 Q2	–	Sell	-4,800	Closed	-$407K	–	161
2022 Q1	$407K	Hold	4,800	–	–	0.08%	74
2021 Q4	$448K	Hold	4,800	–	–	0.07%	84
2021 Q3	$377K	Hold	4,800	–	–	0.06%	86
2021 Q2	$351K	Hold	4,800	–	–	0.06%	82
2021 Q1	$363K	Hold	4,800	–	–	0.07%	81
2020 Q4	$370K	Hold	4,800	–	–	0.06%	77
2020 Q3	$333K	Sell	4,800 -251,200	-98%	-$17.3M	0.06%	74
2020 Q2	$15.4M	Hold	256,000	–	–	4.32%	7
2020 Q1	$15.4M	Sell	256,000 -18,000	-7%	-$1.13M	4.32%	7
2019 Q4	$16.6M	Buy	274,000 +88,400	+48%	+$5.16M	3.35%	7
2019 Q3	$10.8M	Buy	185,600 +180,800	+3,767%	+$9.78M	2.43%	16
2019 Q2	$246K	Hold	4,800	–	–	0.05%	80
2019 Q1	$232K	Hold	4,800	–	–	0.05%	90
2018 Q4	$208K	Hold	4,800	–	–	0.05%	90
2018 Q3	$201K	Hold	4,800	–	–	0.04%	109
2018 Q2	$200K	Buy	+4,800	New	+$194K	0.04%	106
2017 Q1	–	Sell	-102,000	Closed	-$3.05M	–	106
2016 Q4	$3.05M	Sell	102,000 -9,200	-8%	-$275K	0.74%	47
2016 Q3	$3.4M	Sell	111,200 -167,600	-60%	-$5.28M	0.94%	45
2016 Q2	$9.09M	Buy	278,800 +98,000	+54%	+$2.94M	2.2%	14
2016 Q1	$5.35M	Buy	+180,800	New	+$5.08M	1.55%	24

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

De Burlo Group's NEE Position: Q1 2026 in Review

De Burlo Group held its NextEra Energy (NEE) position steady in Q1 2026 at 4,500 shares worth $418K. The position accounts for 0.09% of the portfolio, ranked #71.

De Burlo Group first reported a position in NEE in Q1 2016 and has held it in 35 quarters since. The position peaked at $16.6M in Q4 2019. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

De Burlo Group held 4,500 shares of NextEra Energy worth $418K as of Q1 2026.
De Burlo Group left its NextEra Energy share count unchanged in Q1 2026.
NextEra Energy made up 0.09% of De Burlo Group's portfolio in Q1 2026, its #71 holding.
De Burlo Group first reported a position in NextEra Energy in Q1 2016 and has held it in 35 quarters since.
De Burlo Group's NextEra Energy position peaked at $16.6M in Q4 2019.
3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on De Burlo Group's 13F filing for Q1 2026, filed 14 May 2026.