BFC Planning, Inc.’s NextEra Energy NEE Stock Holding History

BFC Planning, Inc.’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	$6.16M	Sell	70,213 -2,284	-3%	-$207K	0.25%	87
2026 Q1	$6.73M	Sell	72,497 -45	-0.1%	-$4K	0.3%	65
2025 Q4	$5.82M	Buy	72,542 +45,237	+166%	+$3.75M	0.26%	77
2025 Q3	$2.06M	Buy	27,305 +2,288	+9%	+$167K	0.15%	125
2025 Q2	$1.74M	Buy	25,017 +3,935	+19%	+$273K	0.14%	142
2025 Q1	$1.49M	Buy	21,082 +947	+5%	+$66.8K	0.13%	155
2024 Q4	$1.44M	Buy	+20,135	New	+$1.56M	0.12%	156

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 $3.38T AUM 44.17% 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

BFC Planning, Inc.'s NEE Position: Q2 2026 in Review

BFC Planning, Inc. reduced its NextEra Energy (NEE) stake by 3.2% in Q2 2026, selling an estimated $207K and leaving 70,213 shares worth $6.16M. The position accounts for 0.25% of the portfolio, ranked #87.

BFC Planning, Inc. first reported a position in NEE in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.73M in Q1 2026. 3,063 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

BFC Planning, Inc. held 70,213 shares of NextEra Energy worth $6.16M as of Q2 2026.
BFC Planning, Inc. sold 2,284 NextEra Energy shares in Q2 2026, an estimated $207K.
NextEra Energy made up 0.25% of BFC Planning, Inc.'s portfolio in Q2 2026, its #87 holding.
BFC Planning, Inc. first reported a position in NextEra Energy in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s NextEra Energy position peaked at $6.73M in Q1 2026.
3,063 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.