Richard Bernstein Advisors’s NextEra Energy NEE Stock Holding History

Richard Bernstein Advisors’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	$1.53M	Hold	16,501	–	–	0.04%	119
2025 Q4	$1.32M	Sell	16,501 -1,810	-10%	-$150K	0.04%	112
2025 Q3	$1.38M	Sell	18,311 -19,216	-51%	-$1.4M	0.04%	142
2025 Q2	$2.61M	Buy	+37,527	New	+$2.61M	0.06%	159
2023 Q3	–	Sell	-86,570	Closed	-$6.42M	–	234
2023 Q2	$6.42M	Sell	86,570 -11,524	-12%	-$872K	0.14%	51
2023 Q1	$7.56M	Hold	98,094	–	–	0.16%	48
2022 Q4	$8.2M	Hold	98,094	–	–	0.18%	50
2022 Q3	$7.69M	Hold	98,094	–	–	0.19%	50
2022 Q2	$7.6M	Buy	98,094 +46,208	+89%	+$3.52M	0.16%	61
2022 Q1	$4.39M	Hold	51,886	–	–	0.09%	116
2021 Q4	$4.84M	Buy	+51,886	New	+$4.48M	0.09%	99
2021 Q1	–	Sell	-94,496	Closed	-$7.29M	–	320
2020 Q4	$7.29M	Hold	94,496	–	–	0.18%	51
2020 Q3	$6.56M	Hold	94,496	–	–	0.18%	53
2020 Q2	$5.67M	Sell	94,496 -66,364	-41%	-$3.97M	0.18%	54
2020 Q1	$9.68M	Sell	160,860 -20,764	-11%	-$1.31M	0.34%	25
2019 Q4	$11M	Hold	181,624	–	–	0.36%	31
2019 Q3	$10.6M	Hold	181,624	–	–	0.35%	29
2019 Q2	$9.3M	Hold	181,624	–	–	0.31%	33
2019 Q1	$8.78M	Buy	181,624 +162,548	+852%	+$7.43M	0.28%	43
2018 Q4	$829K	Hold	19,076	–	–	0.03%	280
2018 Q3	$799K	Hold	19,076	–	–	0.02%	308
2018 Q2	$797K	Hold	19,076	–	–	0.03%	287
2018 Q1	$779K	Hold	19,076	–	–	0.03%	249
2017 Q4	$745K	Hold	19,076	–	–	0.03%	192
2017 Q3	$699K	Hold	19,076	–	–	0.05%	183
2017 Q2	$668K	Sell	19,076 -60,852	-76%	-$2.08M	0.05%	176
2017 Q1	$2.56M	Hold	79,928	–	–	0.2%	174
2016 Q4	$2.39M	Hold	79,928	–	–	0.2%	178
2016 Q3	$2.44M	Hold	79,928	–	–	0.23%	169
2016 Q2	$2.61M	Hold	79,928	–	–	0.25%	141
2016 Q1	$2.37M	Sell	79,928 -189,488	-70%	-$5.32M	0.24%	173
2015 Q4	$7M	Hold	269,416	–	–	0.9%	30
2015 Q3	$6.57M	Hold	269,416	–	–	0.9%	27
2015 Q2	$6.6M	Buy	269,416 +25,220	+10%	+$641K	0.8%	31
2015 Q1	$6.35M	Hold	244,196	–	–	0.83%	34
2014 Q4	$6.49M	Hold	244,196	–	–	0.67%	37
2014 Q3	$5.73M	Hold	244,196	–	–	0.6%	52
2014 Q2	$6.26M	Buy	244,196 +19,884	+9%	+$484K	0.74%	22
2014 Q1	$5.36M	Buy	224,312 +50,076	+29%	+$1.13M	0.76%	28
2013 Q4	$3.73M	Buy	174,236 +52,612	+43%	+$1.11M	0.75%	24
2013 Q3	$2.44M	Hold	121,624	–	–	0.72%	26
2013 Q2	$2.48M	Buy	+121,624	New	+$2.41M	0.82%	26

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

Richard Bernstein Advisors's NEE Position: Q1 2026 in Review

Richard Bernstein Advisors held its NextEra Energy (NEE) position steady in Q1 2026 at 16,501 shares worth $1.53M. The position accounts for 0.04% of the portfolio, ranked #119.

Richard Bernstein Advisors first reported a position in NEE in Q2 2013 and has held it in 42 quarters since. The position peaked at $11M in Q4 2019. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Richard Bernstein Advisors held 16,501 shares of NextEra Energy worth $1.53M as of Q1 2026.
Richard Bernstein Advisors left its NextEra Energy share count unchanged in Q1 2026.
NextEra Energy made up 0.04% of Richard Bernstein Advisors's portfolio in Q1 2026, its #119 holding.
Richard Bernstein Advisors first reported a position in NextEra Energy in Q2 2013 and has held it in 42 quarters since.
Richard Bernstein Advisors's NextEra Energy position peaked at $11M in Q4 2019.
3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Richard Bernstein Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.