Douglass Winthrop Advisors’s NextEra Energy NEE Stock Holding History

Douglass Winthrop 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	$2.65M	Sell	28,533 -806	-3%	-$71.7K	0.05%	103
2025 Q4	$2.36M	Buy	29,339 +326	+1%	+$27K	0.04%	113
2025 Q3	$2.19M	Sell	29,013 -3,548	-11%	-$259K	0.04%	113
2025 Q2	$2.26M	Sell	32,561 -160	-0.5%	-$11.1K	0.04%	106
2025 Q1	$2.32M	Sell	32,721 -844	-3%	-$59.6K	0.04%	101
2024 Q4	$2.41M	Sell	33,565 -101,932	-75%	-$7.92M	0.05%	101
2024 Q3	$11.5M	Sell	135,497 -19,940	-13%	-$1.56M	0.22%	44
2024 Q2	$11M	Sell	155,437 -297	-0.2%	-$21.1K	0.22%	44
2024 Q1	$9.95M	Buy	155,734 +24,934	+19%	+$1.46M	0.2%	48
2023 Q4	$7.94M	Sell	130,800 -11,008	-8%	-$627K	0.18%	52
2023 Q3	$8.12M	Buy	141,808 +32,614	+30%	+$2.26M	0.2%	47
2023 Q2	$8.1M	Sell	109,194 -720	-0.7%	-$54.5K	0.19%	47
2023 Q1	$8.47M	Buy	109,914 +6,579	+6%	+$506K	0.22%	46
2022 Q4	$8.64M	Buy	103,335 +142	+0.1%	+$11.5K	0.24%	45
2022 Q3	$8.09M	Sell	103,193 -3,467	-3%	-$294K	0.24%	42
2022 Q2	$8.26M	Sell	106,660 -10,332	-9%	-$787K	0.23%	43
2022 Q1	$9.91M	Sell	116,992 -9,879	-8%	-$792K	0.23%	42
2021 Q4	$11.8M	Buy	126,871 +9,860	+8%	+$852K	0.27%	44
2021 Q3	$9.19M	Buy	117,011 +10,388	+10%	+$838K	0.23%	45
2021 Q2	$7.81M	Buy	106,623 +7,651	+8%	+$574K	0.19%	44
2021 Q1	$7.48M	Buy	98,972 +14,753	+18%	+$1.15M	0.2%	42
2020 Q4	$6.5M	Buy	84,219 +6,863	+9%	+$513K	0.19%	46
2020 Q3	$5.37M	Buy	77,356 +3,784	+5%	+$261K	0.17%	51
2020 Q2	$4.42M	Buy	73,572 +2,352	+3%	+$141K	0.16%	55
2020 Q1	$4.28M	Sell	71,220 -4,408	-6%	-$277K	0.19%	53
2019 Q4	$4.58M	Buy	75,628 +9,904	+15%	+$578K	0.16%	61
2019 Q3	$3.83M	Sell	65,724 -5,940	-8%	-$321K	0.15%	63
2019 Q2	$3.67M	Sell	71,664 -620	-0.9%	-$30.5K	0.15%	70
2019 Q1	$3.49M	Sell	72,284 -544	-0.7%	-$24.9K	0.15%	74
2018 Q4	$3.17M	Buy	72,828 +1,252	+2%	+$54.7K	0.16%	77
2018 Q3	$3M	Buy	71,576 +2,612	+4%	+$111K	0.13%	81
2018 Q2	$2.88M	Buy	68,964 +124	+0.2%	+$5.01K	0.13%	89
2018 Q1	$2.81M	Sell	68,840 -1,640	-2%	-$63.2K	0.14%	92
2017 Q4	$2.75M	Buy	70,480 +748	+1%	+$28.9K	0.15%	79
2017 Q3	$2.56M	Sell	69,732 -1,500	-2%	-$54.9K	0.15%	78
2017 Q2	$2.5M	Buy	71,232 +3,200	+5%	+$109K	0.15%	75
2017 Q1	$2.18M	Hold	68,032	–	–	0.14%	78
2016 Q4	$2.03M	Sell	68,032 -84	-0.1%	-$2.51K	0.14%	75
2016 Q3	$2.08M	Sell	68,116 -500	-0.7%	-$15.8K	0.14%	72
2016 Q2	$2.24M	Hold	68,616	–	–	0.16%	74
2016 Q1	$2.03M	Hold	68,616	–	–	0.15%	80
2015 Q4	$1.78M	Buy	68,616 +1,200	+2%	+$30.4K	0.13%	90
2015 Q3	$1.64M	Buy	67,416 +2,820	+4%	+$71.7K	0.13%	94
2015 Q2	$1.68M	Hold	64,596	–	–	0.13%	89
2015 Q1	$1.68M	Buy	64,596 +8,512	+15%	+$225K	0.13%	89
2014 Q4	$1.49M	Buy	56,084 +1,248	+2%	+$31.5K	0.13%	80
2014 Q3	$1.29M	Buy	54,836 +1,200	+2%	+$29K	0.12%	82
2014 Q2	$1.37M	Sell	53,636 -4,000	-7%	-$97.3K	0.13%	78
2014 Q1	$1.38M	Hold	57,636	–	–	0.14%	76
2013 Q4	$1.23M	Hold	57,636	–	–	0.13%	75
2013 Q3	$1.16M	Buy	57,636 +236	+0.4%	+$4.87K	0.13%	73
2013 Q2	$1.17M	Buy	+57,400	New	+$1.14M	0.14%	72

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

Douglass Winthrop Advisors's NEE Position: Q1 2026 in Review

Douglass Winthrop Advisors reduced its NextEra Energy (NEE) stake by 2.7% in Q1 2026, selling an estimated $71.7K and leaving 28,533 shares worth $2.65M. The position accounts for 0.05% of the portfolio, ranked #103.

Douglass Winthrop Advisors first reported a position in NEE in Q2 2013 and has held it in 52 quarters since. The position peaked at $11.8M in Q4 2021. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Douglass Winthrop Advisors held 28,533 shares of NextEra Energy worth $2.65M as of Q1 2026.
Douglass Winthrop Advisors sold 806 NextEra Energy shares in Q1 2026, an estimated $71.7K.
NextEra Energy made up 0.05% of Douglass Winthrop Advisors's portfolio in Q1 2026, its #103 holding.
Douglass Winthrop Advisors first reported a position in NextEra Energy in Q2 2013 and has held it in 52 quarters since.
Douglass Winthrop Advisors's NextEra Energy position peaked at $11.8M in Q4 2021.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Douglass Winthrop Advisors's 13F filing for Q1 2026, filed 14 May 2026.