SEC 13F Intelligence

Buckley Wealth Management, LLC / NEE

Buckley Wealth Management, LLC’s Nextera Energy Inc Position

Does Buckley Wealth Management, LLC own Nextera Energy Inc (NEE)? Yes — 77.7K shares worth $7M (+1.84% of its 13F portfolio) as of Q1 2026, up from 76.2K shares the prior filed quarter.

Position Value
$7M
Q1 2026
Shares
77.7K
% of Portfolio
+1.84%
Quarters Held
30
currently held

Position History NEE

Reported value by quarter
Q4 ’18: $540,000Q4 ’18Q1 ’19: $612,000Q2 ’19: $619,000Q3 ’19: $550,000Q4 ’19: $542,000Q4 ’19Q1 ’20: $722,000Q2 ’20: $675,000Q3 ’20: $534,000Q4 ’20: $607,000Q4 ’20Q1 ’21: $698,000Q2 ’21: $698,000Q3 ’21: $822,000Q4 ’21: $1MQ4 ’21Q1 ’22: $2MQ2 ’22: $1MQ3 ’22: $1MQ4 ’22: $1MQ4 ’22Q1 ’23: $1MQ2 ’23: $1MQ3 ’23: $2MQ4 ’23: $2MQ4 ’23Q1 ’24: $3MQ2 ’24: $3MQ3 ’24: $3MQ4 ’24: $3MQ4 ’24Q1 ’25: $4MQ2 ’25: $5MQ3 ’25: $6MQ4 ’25: $6MQ4 ’25Q1 ’26: $7Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202677.7K$7M+1.84%
Q4 202576.2K$6M+1.62%
Q3 202576.5K$6M+1.58%
Q2 202570.5K$5M+1.47%
Q1 202553.9K$4M+1.19%
Q4 202438.6K$3M+0.85%
Q3 202438.5K$3M+1.00%
Q2 202439.1K$3M+0.88%
Q1 202439.3K$3M+0.80%
Q4 202333.2K$2M+0.70%
Q3 202334.5K$2M+0.74%
Q2 202319.6K$1M+0.50%
Q1 202313.1K$1M+0.37%
Q4 202212.2K$1M+0.37%
Q3 202214.1K$1M+0.41%
Q2 202218.3K$1M+0.46%
Q1 202218.6K$2M+0.43%
Q4 202113.2K$1M+0.36%
Q3 202110.5K$822,000+0.27%
Q2 20219.5K$698,000+0.24%
Q1 20219.2K$698,000+0.26%
Q4 20207.9K$607,000+0.25%
Q3 20201.9K$534,000+0.24%
Q2 20202.8K$675,000+0.31%
Q1 20203.0K$722,000+0.39%
Q4 20192.2K$542,000+0.25%
Q3 20192.4K$550,000+0.27%
Q2 20193.0K$619,000+0.29%
Q1 20193.2K$612,000+0.29%
Q4 20183.1K$540,000+0.28%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Buckley Wealth Management, LLC’s full portfolio or all institutional holders of NEE.