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 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 $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

Legacy Bridge's NEE Position: Q1 2026 in Review

Legacy Bridge increased its NextEra Energy (NEE) stake by 3.8% in Q1 2026, buying an estimated $40.9K and bringing the position to 12,684 shares worth $1.18M. The position accounts for 0.45% of the portfolio, ranked #80.

Legacy Bridge first reported a position in NEE in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.43M in Q4 2021. 3,028 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Legacy Bridge held 12,684 shares of NextEra Energy worth $1.18M as of Q1 2026.
Legacy Bridge bought 460 NextEra Energy shares in Q1 2026, an estimated $40.9K.
NextEra Energy made up 0.45% of Legacy Bridge's portfolio in Q1 2026, its #80 holding.
Legacy Bridge first reported a position in NextEra Energy in Q4 2020 and has held it in 22 quarters since.
Legacy Bridge's NextEra Energy position peaked at $1.43M in Q4 2021.
3,028 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Legacy Bridge's 13F filing for Q1 2026, filed 14 May 2026.