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Boltwood Capital Management’s NextEra Energy NEE Stock Holding History

Boltwood Capital 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
Q2 		$604K Sell
6,877
-247
-3% -$22.3K 0.14% 126
2026
Q1 		$662K Buy
7,124
+26
+0.4% +$2.31K 0.17% 109
2025
Q4 		$570K Sell
7,098
-153
-2% -$12.7K 0.15% 122
2025
Q3 		$547K Sell
7,251
-255
-3% -$18.6K 0.15% 121
2025
Q2 		$521K Buy
7,506
+99
+1% +$6.88K 0.15% 122
2025
Q1 		$525K Sell
7,407
-128
-2% -$9.04K 0.16% 115
2024
Q4 		$540K Sell
7,535
-20
-0.3% -$1.55K 0.16% 108
2024
Q3 		$639K Sell
7,555
-100
-1% -$7.8K 0.19% 98
2024
Q2 		$542K Buy
7,655
+50
+0.7% +$3.55K 0.17% 107
2024
Q1 		$486K Sell
7,605
-325
-4% -$19K 0.15% 115
2023
Q4 		$482K Buy
7,930
+310
+4% +$17.7K 0.16% 114
2023
Q3 		$437K Sell
7,620
-220
-3% -$15.2K 0.16% 110
2023
Q2 		$582K Sell
7,840
-50
-0.6% -$3.79K 0.21% 98
2023
Q1 		$608K Buy
7,890
+160
+2% +$12.3K 0.23% 94
2022
Q4 		$646K Buy
7,730
+85
+1% +$6.87K 0.26% 90
2022
Q3 		$599K Buy
7,645
+85
+1% +$7.21K 0.27% 88
2022
Q2 		$586K Buy
7,560
+50
+0.7% +$3.81K 0.25% 96
2022
Q1 		$636K Sell
7,510
-250
-3% -$20K 0.25% 98
2021
Q4 		$724K Buy
7,760
+375
+5% +$32.4K 0.27% 92
2021
Q3 		$580K Buy
7,385
+1,185
+19% +$95.6K 0.23% 106
2021
Q2 		$454K Hold
6,200
– – 0.19% 115
2021
Q1 		$469K Sell
6,200
-200
-3% -$15.6K 0.21% 107
2020
Q4 		$494K Hold
6,400
– – 0.24% 101
2020
Q3 		$444K Hold
6,400
– – 0.25% 100
2020
Q2 		$384K Sell
6,400
-600
-9% -$35.9K 0.23% 98
2020
Q1 		$421K Hold
7,000
– – 0.3% 91
2019
Q4 		$424K Hold
7,000
– – 0.24% 104
2019
Q3 		$408K Hold
7,000
– – 0.26% 105
2019
Q2 		$359K Sell
7,000
-1,668
-19% -$82.1K 0.23% 103
2019
Q1 		$419K Sell
8,668
-400
-4% -$18.3K 0.27% 95
2018
Q4 		$394K Sell
9,068
-1,532
-14% -$67K 0.27% 96
2018
Q3 		$444K Sell
10,600
-2,736
-21% -$116K 0.26% 104
2018
Q2 		$556K Buy
+13,336
New +$539K 0.36% 89

Other funds holding NEE

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Boltwood Capital Management's NEE Position: Q2 2026 in Review

Boltwood Capital Management reduced its NextEra Energy (NEE) stake by 3.5% in Q2 2026, selling an estimated $22.3K and leaving 6,877 shares worth $604K. The position accounts for 0.14% of the portfolio, ranked #126.

Boltwood Capital Management first reported a position in NEE in Q2 2018 and has held it in 33 quarters since. The position peaked at $724K in Q4 2021. 818 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Boltwood Capital Management held 6,877 shares of NextEra Energy worth $604K as of Q2 2026.
  • Boltwood Capital Management sold 247 NextEra Energy shares in Q2 2026, an estimated $22.3K.
  • NextEra Energy made up 0.14% of Boltwood Capital Management's portfolio in Q2 2026, its #126 holding.
  • Boltwood Capital Management first reported a position in NextEra Energy in Q2 2018 and has held it in 33 quarters since.
  • Boltwood Capital Management's NextEra Energy position peaked at $724K in Q4 2021.
  • 818 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Boltwood Capital Management's 13F filing for Q2 2026, filed 6 Jul 2026.