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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
Q2 		$410K Sell
4,672
-601
-11% -$54.4K 0.12% 72
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goepper Burkhardt's NEE Position: Q2 2026 in Review

Goepper Burkhardt reduced its NextEra Energy (NEE) stake by 11% in Q2 2026, selling an estimated $54.4K and leaving 4,672 shares worth $410K. The position accounts for 0.12% of the portfolio, ranked #72.

Goepper Burkhardt first reported a position in NEE in Q4 2020 and has held it in 23 quarters since. The position peaked at $750K in Q3 2024. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Goepper Burkhardt held 4,672 shares of NextEra Energy worth $410K as of Q2 2026.
  • Goepper Burkhardt sold 601 NextEra Energy shares in Q2 2026, an estimated $54.4K.
  • NextEra Energy made up 0.12% of Goepper Burkhardt's portfolio in Q2 2026, its #72 holding.
  • Goepper Burkhardt first reported a position in NextEra Energy in Q4 2020 and has held it in 23 quarters since.
  • Goepper Burkhardt's NextEra Energy position peaked at $750K in Q3 2024.
  • 3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Goepper Burkhardt's 13F filing for Q2 2026, filed 10 Aug 2026.