Goepper Burkhardt’s NextEra Energy NEE Stock Holding History

Goepper Burkhardt’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	$490K	Sell	5,273 -53	-1%	-$4.71K	0.16%	63
2025 Q4	$428K	Sell	5,326 -170	-3%	-$14.1K	0.14%	66
2025 Q3	$415K	Sell	5,496 -1,452	-21%	-$106K	0.14%	68
2025 Q2	$482K	Sell	6,948 -185	-3%	-$12.8K	0.18%	61
2025 Q1	$506K	Sell	7,133 -720	-9%	-$50.8K	0.2%	58
2024 Q4	$563K	Sell	7,853 -1,021	-12%	-$79.3K	0.23%	45
2024 Q3	$750K	Buy	8,874 +400	+5%	+$31.2K	0.31%	39
2024 Q2	$600K	Buy	8,474 +404	+5%	+$28.7K	0.27%	44
2024 Q1	$595K	Buy	8,070 +3,737	+86%	+$219K	0.28%	41
2023 Q4	$245K	Sell	4,333 -87	-2%	-$4.96K	0.12%	69
2023 Q3	$253K	Sell	4,420 -100	-2%	-$6.92K	0.15%	57
2023 Q2	$335K	Sell	4,520 -100	-2%	-$7.57K	0.2%	47
2023 Q1	$356K	Hold	4,620	–	–	0.23%	41
2022 Q4	$386K	Hold	4,620	–	–	0.27%	39
2022 Q3	$362K	Hold	4,620	–	–	0.27%	37
2022 Q2	$358K	Buy	4,620 +1,000	+28%	+$76.1K	0.25%	42
2022 Q1	$307K	Sell	3,620 -204	-5%	-$16.3K	0.19%	52
2021 Q4	$357K	Buy	3,824 +304	+9%	+$26.3K	0.21%	47
2021 Q3	$276K	Hold	3,520	–	–	0.18%	55
2021 Q2	$258K	Hold	3,520	–	–	0.16%	59
2021 Q1	$266K	Hold	3,520	–	–	0.18%	53
2020 Q4	$272K	Buy	+3,520	New	+$263K	0.2%	52

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

Goepper Burkhardt's NEE Position: Q1 2026 in Review

Goepper Burkhardt reduced its NextEra Energy (NEE) stake by 1% in Q1 2026, selling an estimated $4.71K and leaving 5,273 shares worth $490K. The position accounts for 0.16% of the portfolio, ranked #63.

Goepper Burkhardt first reported a position in NEE in Q4 2020 and has held it in 22 quarters since. The position peaked at $750K in Q3 2024. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Goepper Burkhardt held 5,273 shares of NextEra Energy worth $490K as of Q1 2026.
Goepper Burkhardt sold 53 NextEra Energy shares in Q1 2026, an estimated $4.71K.
NextEra Energy made up 0.16% of Goepper Burkhardt's portfolio in Q1 2026, its #63 holding.
Goepper Burkhardt first reported a position in NextEra Energy in Q4 2020 and has held it in 22 quarters since.
Goepper Burkhardt's NextEra Energy position peaked at $750K in Q3 2024.
3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Goepper Burkhardt's 13F filing for Q1 2026, filed 13 May 2026.