Tower Bridge Advisors’s NextEra Energy NEE Stock Holding History

Tower Bridge 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	$9.5M	Buy	102,289 +2,145	+2%	+$191K	0.92%	35
2025 Q4	$8.04M	Buy	100,144 +4,835	+5%	+$400K	0.81%	39
2025 Q3	$7.19M	Sell	95,309 -1,480	-2%	-$108K	0.72%	42
2025 Q2	$6.72M	Buy	96,789 +14,050	+17%	+$976K	0.72%	44
2025 Q1	$5.87M	Buy	82,739 +2,485	+3%	+$175K	0.66%	47
2024 Q4	$5.75M	Buy	80,254 +9,465	+13%	+$735K	0.61%	48
2024 Q3	$5.98M	Buy	70,789 +2,588	+4%	+$202K	0.62%	47
2024 Q2	$4.83M	Buy	68,201 +9,562	+16%	+$678K	0.54%	53
2024 Q1	$3.75M	Sell	58,639 -4,143	-7%	-$243K	0.38%	69
2023 Q4	$3.81M	Buy	62,782 +124	+0.2%	+$7.07K	0.33%	77
2023 Q3	$3.59M	Sell	62,658 -54	-0.1%	-$3.74K	0.33%	78
2023 Q2	$4.65M	Sell	62,712 -8,743	-12%	-$662K	0.43%	71
2023 Q1	$5.51M	Buy	71,455 +3,373	+5%	+$259K	0.45%	67
2022 Q4	$5.69M	Hold	68,082	–	–	0.47%	66
2022 Q3	$5.34M	Sell	68,082 -265	-0.4%	-$22.5K	0.47%	66
2022 Q2	$5.29M	Sell	68,347 -2,783	-4%	-$212K	0.43%	72
2022 Q1	$6.03M	Buy	71,130 +4,925	+7%	+$395K	0.4%	71
2021 Q4	$6.18M	Sell	66,205 -2,497	-4%	-$216K	0.38%	75
2021 Q3	$5.39M	Buy	68,702 +4,000	+6%	+$323K	0.36%	75
2021 Q2	$4.74M	Buy	64,702 +1,894	+3%	+$142K	0.32%	81
2021 Q1	$4.75M	Buy	62,808 +9,748	+18%	+$761K	0.36%	78
2020 Q4	$4.09M	Sell	53,060 -32,204	-38%	-$2.41M	0.33%	78
2020 Q3	$1.48M	Buy	85,264 +63,948	+300%	+$4.41M	0.15%	101
2020 Q2	$1.28M	Buy	21,316 +560	+3%	+$33.5K	0.14%	101
2020 Q1	$1.25M	Sell	20,756 -100	-0.5%	-$6.29K	0.16%	104
2019 Q4	$1.26M	Buy	20,856 +240	+1%	+$14K	0.13%	109
2019 Q3	$1.14M	Sell	20,616 -16,600	-45%	-$898K	0.13%	113
2019 Q2	$1.91M	Sell	37,216 -368	-1%	-$18.1K	0.21%	97
2019 Q1	$1.82M	Sell	37,584 -1,532	-4%	-$70K	0.21%	97
2018 Q4	$1.7M	Buy	39,116 +800	+2%	+$35K	0.22%	94
2018 Q3	$1.61M	Sell	38,316 -276	-0.7%	-$11.7K	0.17%	109
2018 Q2	$1.61M	Buy	38,592 +260	+0.7%	+$10.5K	0.18%	104
2018 Q1	$1.57M	Sell	38,332 -1,200	-3%	-$46.3K	0.17%	100
2017 Q4	$1.54M	Sell	39,532 -796	-2%	-$30.7K	0.17%	103
2017 Q3	$1.48M	Sell	40,328 -4,668	-10%	-$171K	0.17%	101
2017 Q2	$1.58M	Hold	44,996	–	–	0.18%	99
2017 Q1	$1.44M	Sell	44,996 -800	-2%	-$25.2K	0.17%	103
2016 Q4	$1.37M	Sell	45,796 -2,000	-4%	-$59.8K	0.17%	104
2016 Q3	$1.46M	Buy	47,796 +400	+0.8%	+$12.6K	0.18%	102
2016 Q2	$1.55M	Hold	47,396	–	–	0.19%	100
2016 Q1	$1.4M	Sell	47,396 -600	-1%	-$16.8K	0.18%	99
2015 Q4	$1.25M	Hold	47,996	–	–	0.16%	100
2015 Q3	$1.17M	Hold	47,996	–	–	0.16%	102
2015 Q2	$1.18M	Sell	47,996 -800	-2%	-$20.3K	0.15%	103
2015 Q1	$1.27M	Buy	48,796 +1,636	+3%	+$43.2K	0.16%	104
2014 Q4	$1.25M	Hold	47,160	–	–	0.15%	108
2014 Q3	$1.11M	Hold	47,160	–	–	0.14%	109
2014 Q2	$1.21M	Sell	47,160 -4,600	-9%	-$112K	0.15%	105
2014 Q1	$1.24M	Sell	51,760 -10,000	-16%	-$227K	0.16%	100
2013 Q4	$1.32M	Sell	61,760 -1,600	-3%	-$33.7K	0.17%	99
2013 Q3	$1.27M	Sell	63,360 -2,400	-4%	-$49.5K	0.18%	97
2013 Q2	$1.34M	Buy	+65,760	New	+$1.3M	0.2%	96

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

Tower Bridge Advisors's NEE Position: Q1 2026 in Review

Tower Bridge Advisors increased its NextEra Energy (NEE) stake by 2.1% in Q1 2026, buying an estimated $191K and bringing the position to 102,289 shares worth $9.5M. The position accounts for 0.92% of the portfolio, ranked #35.

Tower Bridge Advisors first reported a position in NEE in Q2 2013 and has held it in 52 quarters since. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Tower Bridge Advisors held 102,289 shares of NextEra Energy worth $9.5M as of Q1 2026.
Tower Bridge Advisors bought 2,145 NextEra Energy shares in Q1 2026, an estimated $191K.
NextEra Energy made up 0.92% of Tower Bridge Advisors's portfolio in Q1 2026, its #35 holding.
Tower Bridge Advisors first reported a position in NextEra Energy in Q2 2013 and has held it in 52 quarters since.
3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Tower Bridge Advisors's 13F filing for Q1 2026, filed 12 May 2026.