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Rockbridge Investment Management’s NextEra Energy NEE Stock Holding History

Rockbridge Investment Management’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 		$566K Sell
6,089
-23
-0.4% -$2.04K 0.05% 88
2025
Q4 		$491K Buy
6,112
+14
+0.2% +$1.16K 0.05% 90
2025
Q3 		$460K Sell
6,098
-72
-1% -$5.26K 0.05% 92
2025
Q2 		$428K Sell
6,170
-60
-1% -$4.17K 0.05% 94
2025
Q1 		$442K Sell
6,230
-380
-6% -$26.8K 0.05% 90
2024
Q4 		$474K Buy
6,610
+1,500
+29% +$117K 0.06% 88
2024
Q3 		$432K Sell
5,110
-24
-0.5% -$1.87K 0.06% 90
2024
Q2 		$364K Buy
5,134
+72
+1% +$5.11K 0.05% 92
2024
Q1 		$324K Hold
5,062
– – 0.05% 96
2023
Q4 		$307K Sell
5,062
-125
-2% -$7.12K 0.05% 91
2023
Q3 		$297K Buy
5,187
+112
+2% +$7.75K 0.05% 88
2023
Q2 		$377K Hold
5,075
– – 0.07% 80
2023
Q1 		$391K Hold
5,075
– – 0.07% 79
2022
Q4 		$424K Hold
5,075
– – 0.09% 76
2022
Q3 		$398K Buy
5,075
+36
+0.7% +$3.05K 0.09% 71
2022
Q2 		$390K Sell
5,039
-112
-2% -$8.53K 0.08% 70
2022
Q1 		$442K Hold
5,151
– – 0.07% 105
2021
Q4 		$481K Sell
5,151
-1
-0% -$86 0.07% 112
2021
Q3 		$405K Sell
5,152
-141
-3% -$11.4K 0.07% 107
2021
Q2 		$388K Hold
5,293
– – 0.07% 107
2021
Q1 		$400K Sell
5,293
-37
-0.7% -$2.89K 0.08% 104
2020
Q4 		$411K Buy
5,330
+246
+5% +$18.4K 0.08% 101
2020
Q3 		$353K Hold
5,084
– – 0.08% 101
2020
Q2 		$305K Buy
+5,084
New +$304K 0.08% 101

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

Rockbridge Investment Management's NEE Position: Q1 2026 in Review

Rockbridge Investment Management reduced its NextEra Energy (NEE) stake by 0.38% in Q1 2026, selling an estimated $2.04K and leaving 6,089 shares worth $566K. The position accounts for 0.05% of the portfolio, ranked #88.

Rockbridge Investment Management first reported a position in NEE in Q2 2020 and has held it in 24 quarters since. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Rockbridge Investment Management held 6,089 shares of NextEra Energy worth $566K as of Q1 2026.
  • Rockbridge Investment Management sold 23 NextEra Energy shares in Q1 2026, an estimated $2.04K.
  • NextEra Energy made up 0.05% of Rockbridge Investment Management's portfolio in Q1 2026, its #88 holding.
  • Rockbridge Investment Management first reported a position in NextEra Energy in Q2 2020 and has held it in 24 quarters since.
  • 3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Rockbridge Investment Management's 13F filing for Q1 2026, filed 14 May 2026.