Legacy Bridge’s NextEra Energy NEE Stock Holding History

Legacy Bridge’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	$1.12M	Buy	12,714 +30	+0.2%	+$2.71K	0.34%	85
2026 Q1	$1.18M	Buy	12,684 +460	+4%	+$40.9K	0.45%	80
2025 Q4	$981K	Buy	12,224 +99	+0.8%	+$8.2K	0.4%	83
2025 Q3	$915K	Sell	12,125 -40	-0.3%	-$2.92K	0.38%	85
2025 Q2	$844K	Buy	12,165 +280	+2%	+$19.4K	0.4%	81
2025 Q1	$843K	Hold	11,885	–	–	0.47%	76
2024 Q4	$852K	Hold	11,885	–	–	0.44%	80
2024 Q3	$1M	Sell	11,885 -40	-0.3%	-$3.12K	0.54%	74
2024 Q2	$844K	Hold	11,925	–	–	0.5%	75
2024 Q1	$762K	Sell	11,925 -665	-5%	-$39K	0.45%	82
2023 Q4	$765K	Sell	12,590 -925	-7%	-$52.7K	0.5%	81
2023 Q3	$774K	Sell	13,515 -1,750	-11%	-$121K	0.55%	75
2023 Q2	$1.13M	Hold	15,265	–	–	0.76%	53
2023 Q1	$1.18M	Hold	15,265	–	–	0.82%	48
2022 Q4	$1.28M	Buy	15,265 +235	+2%	+$19K	0.91%	34
2022 Q3	$1.18M	Hold	15,030	–	–	0.94%	32
2022 Q2	$1.16M	Sell	15,030 -300	-2%	-$22.8K	0.86%	38
2022 Q1	$1.3M	Hold	15,330	–	–	0.76%	52
2021 Q4	$1.43M	Hold	15,330	–	–	0.75%	44
2021 Q3	$1.2M	Buy	15,330 +240	+2%	+$19.4K	0.69%	60
2021 Q2	$1.11M	Hold	15,090	–	–	0.63%	73
2021 Q1	$1.14M	Buy	15,090 +360	+2%	+$28.1K	0.74%	55
2020 Q4	$1.14M	Buy	+14,730	New	+$1.1M	0.82%	40

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 $3.37T AUM 44.26% 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

Legacy Bridge's NEE Position: Q2 2026 in Review

Legacy Bridge increased its NextEra Energy (NEE) stake by 0.24% in Q2 2026, buying an estimated $2.71K and bringing the position to 12,714 shares worth $1.12M. The position accounts for 0.34% of the portfolio, ranked #85.

Legacy Bridge first reported a position in NEE in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.43M in Q4 2021. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Legacy Bridge held 12,714 shares of NextEra Energy worth $1.12M as of Q2 2026.
Legacy Bridge bought 30 NextEra Energy shares in Q2 2026, an estimated $2.71K.
NextEra Energy made up 0.34% of Legacy Bridge's portfolio in Q2 2026, its #85 holding.
Legacy Bridge first reported a position in NextEra Energy in Q4 2020 and has held it in 23 quarters since.
Legacy Bridge's NextEra Energy position peaked at $1.43M in Q4 2021.
3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Legacy Bridge's 13F filing for Q2 2026, filed 13 Aug 2026.