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Newbridge Financial Services Group’s NextEra Energy NEE Stock Holding History

Newbridge Financial Services Group’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 		$875K Sell
9,417
-756
-7% -$67.2K 0.14% 118
2025
Q4 		$817K Buy
10,173
+505
+5% +$41.8K 0.13% 121
2025
Q3 		$730K Sell
9,668
-219
-2% -$16K 0.11% 141
2025
Q2 		$686K Sell
9,887
-73
-0.7% -$5.07K 0.11% 145
2025
Q1 		$706K Buy
9,960
+1,713
+21% +$121K 0.17% 100
2024
Q4 		$591K Buy
8,247
+79
+1% +$6.14K 0.15% 107
2024
Q3 		$690K Buy
8,168
+7,058
+636% +$551K 0.24% 81
2024
Q2 		$78.6K Sell
1,110
-178
-14% -$12.6K 0.03% 298
2024
Q1 		$82.3K Buy
1,288
+10
+0.8% +$586 0.04% 320
2023
Q4 		$77.6K Sell
1,278
-405
-24% -$23.1K 0.04% 316
2023
Q3 		$96.4K Buy
1,683
+83
+5% +$5.75K 0.05% 306
2023
Q2 		$119K Buy
1,600
+59
+4% +$4.47K 0.06% 278
2023
Q1 		$119K Sell
1,541
-408
-21% -$31.4K 0.06% 287
2022
Q4 		$163K Buy
1,949
+492
+34% +$39.7K 0.09% 214
2022
Q3 		$114K Sell
1,457
-107
-7% -$9.08K 0.07% 276
2022
Q2 		$121K Sell
1,564
-33
-2% -$2.51K 0.08% 237
2022
Q1 		$135K Buy
1,597
+284
+22% +$22.8K 0.07% 255
2021
Q4 		$123K Sell
1,313
-243
-16% -$21K 0.06% 268
2021
Q3 		$122K Sell
1,556
-15
-1% -$1.21K 0.08% 243
2021
Q2 		$115K Buy
1,571
+473
+43% +$35.5K 0.07% 256
2021
Q1 		$83K Buy
1,098
+245
+29% +$19.1K 0.06% 289
2020
Q4 		$66K Buy
853
+193
+29% +$14.4K 0.05% 275
2020
Q3 		$46K Buy
+660
New +$45.6K 0.05% 335

Other funds holding NEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Newbridge Financial Services Group's NEE Position: Q1 2026 in Review

Newbridge Financial Services Group reduced its NextEra Energy (NEE) stake by 7.4% in Q1 2026, selling an estimated $67.2K and leaving 9,417 shares worth $875K. The position accounts for 0.14% of the portfolio, ranked #118.

Newbridge Financial Services Group first reported a position in NEE in Q3 2020 and has held it in 23 quarters since. 3,028 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Newbridge Financial Services Group held 9,417 shares of NextEra Energy worth $875K as of Q1 2026.
  • Newbridge Financial Services Group sold 756 NextEra Energy shares in Q1 2026, an estimated $67.2K.
  • NextEra Energy made up 0.14% of Newbridge Financial Services Group's portfolio in Q1 2026, its #118 holding.
  • Newbridge Financial Services Group first reported a position in NextEra Energy in Q3 2020 and has held it in 23 quarters since.
  • 3,028 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Newbridge Financial Services Group's 13F filing for Q1 2026, filed 5 May 2026.