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SevenBridge Financial Group’s NextEra Energy NEE Stock Holding History

SevenBridge Financial 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 		$4.97M Buy
55,203
+1,732
+3% +$154K 0.78% 44
2025
Q4 		$4.57M Buy
53,471
+3,868
+8% +$320K 0.73% 43
2025
Q3 		$4.26M Buy
49,603
+14,089
+40% +$1.03M 0.7% 43
2025
Q2 		$2.55M Buy
35,514
+11,065
+45% +$769K 0.45% 76
2025
Q1 		$1.7M Buy
24,449
+16,238
+198% +$1.15M 0.34% 91
2024
Q4 		$577K Buy
8,211
+1,633
+25% +$127K 0.11% 133
2024
Q3 		$499K Hold
6,578
– – 0.1% 146
2024
Q2 		$506K Sell
6,578
-92
-1% -$6.53K 0.11% 134
2024
Q1 		$468K Sell
6,670
-522
-7% -$30.6K 0.11% 131
2023
Q4 		$437K Sell
7,192
-42,270
-85% -$2.41M 0.1% 135
2023
Q3 		$2.83M Buy
49,462
+11,783
+31% +$816K 0.73% 43
2023
Q2 		$2.8M Buy
37,679
+766
+2% +$58K 0.72% 44
2023
Q1 		$2.85M Buy
36,913
+18,573
+101% +$1.43M 0.78% 40
2022
Q4 		$1.53M Buy
18,340
+118
+0.6% +$9.53K 0.45% 59
2022
Q3 		$1.43M Sell
18,222
-56
-0.3% -$4.75K 0.48% 55
2022
Q2 		$1.42M Sell
18,278
-604
-3% -$46K 0.57% 53
2022
Q1 		$1.6M Sell
18,882
-184
-1% -$14.7K 0.56% 48
2021
Q4 		$1.78M Sell
19,066
-374
-2% -$32.3K 0.54% 51
2021
Q3 		$1.53M Buy
19,440
+28
+0.1% +$2.26K 0.51% 56
2021
Q2 		$1.42M Buy
19,412
+260
+1% +$19.5K 0.46% 65
2021
Q1 		$1.45M Sell
19,152
-76
-0.4% -$5.93K 0.53% 55
2020
Q4 		$1.48M Hold
19,228
– – 0.58% 51
2020
Q3 		$1.33M Sell
19,228
-460
-2% -$31.8K 0.61% 53
2020
Q2 		$1.18M Hold
19,688
– – 0.59% 52
2020
Q1 		$1.18M Sell
19,688
-280
-1% -$17.6K 0.69% 48
2019
Q4 		$1.21M Hold
19,968
– – 0.32% 64
2019
Q3 		$1.16M Hold
19,968
– – 0.61% 51
2019
Q2 		$1.02M Sell
19,968
-516
-3% -$25.4K 0.37% 62
2019
Q1 		$990K Buy
20,484
+24
+0.1% +$1.1K 0.37% 67
2018
Q4 		$889K Buy
20,460
+180
+0.9% +$7.87K 0.54% 50
2018
Q3 		$850K Buy
20,280
+1,424
+8% +$60.6K 0.45% 63
2018
Q2 		$787K Buy
18,856
+5,728
+44% +$231K 0.44% 68
2018
Q1 		$536K Buy
13,128
+3,264
+33% +$126K 0.31% 81
2017
Q4 		$385K Sell
9,864
-716
-7% -$27.6K 0.21% 97
2017
Q3 		$388K Sell
10,580
-640
-6% -$23.4K 0.22% 98
2017
Q2 		$393K Buy
11,220
+1,432
+15% +$48.9K 0.24% 92
2017
Q1 		$315K Sell
9,788
-4,564
-32% -$143K 0.21% 97
2016
Q4 		$447K Hold
14,352
– – 0.32% 75
2016
Q3 		$447K Sell
14,352
-37,248
-72% -$1.17M 0.33% 75
2016
Q2 		$1.68M Sell
51,600
-143,424
-74% -$4.31M 1.18% 16
2016
Q1 		$412K Buy
+195,024
New +$5.47M 0.04% 71

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

SevenBridge Financial Group's NEE Position: Q1 2026 in Review

SevenBridge Financial Group increased its NextEra Energy (NEE) stake by 3.2% in Q1 2026, buying an estimated $154K and bringing the position to 55,203 shares worth $4.97M. The position accounts for 0.78% of the portfolio, ranked #44.

SevenBridge Financial Group first reported a position in NEE in Q1 2016 and has held it in 41 quarters since. 3,028 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • SevenBridge Financial Group held 55,203 shares of NextEra Energy worth $4.97M as of Q1 2026.
  • SevenBridge Financial Group bought 1,732 NextEra Energy shares in Q1 2026, an estimated $154K.
  • NextEra Energy made up 0.78% of SevenBridge Financial Group's portfolio in Q1 2026, its #44 holding.
  • SevenBridge Financial Group first reported a position in NextEra Energy in Q1 2016 and has held it in 41 quarters since.
  • 3,028 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on SevenBridge Financial Group's 13F filing for Q1 2026, filed 23 Apr 2026.