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Ferguson Wellman Capital Management’s NextEra Energy NEE Stock Holding History

Ferguson Wellman 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 		$4.98M Buy
56,784
+916
+2% +$82.9K 0.06% 132
2026
Q1 		$5.19M Sell
55,868
-3,312
-6% -$294K 0.07% 127
2025
Q4 		$4.75M Buy
59,180
+227
+0.4% +$18.8K 0.08% 101
2025
Q3 		$4.45M Sell
58,953
-2,616
-4% -$191K 0.07% 104
2025
Q2 		$4.27M Sell
61,569
-12,775
-17% -$887K 0.08% 106
2025
Q1 		$5.27M Sell
74,344
-3,073
-4% -$217K 0.1% 96
2024
Q4 		$5.55M Buy
77,417
+285
+0.4% +$22.1K 0.11% 96
2024
Q3 		$6.52M Sell
77,132
-1,145
-1% -$89.4K 0.13% 89
2024
Q2 		$5.54M Sell
78,277
-16,254
-17% -$1.15M 0.11% 92
2024
Q1 		$6.04M Sell
94,531
-7,246
-7% -$424K 0.12% 87
2023
Q4 		$6.18M Sell
101,777
-8,435
-8% -$481K 0.14% 89
2023
Q3 		$6.31M Sell
110,212
-5,315
-5% -$368K 0.15% 88
2023
Q2 		$8.57M Sell
115,527
-2,983
-3% -$226K 0.2% 85
2023
Q1 		$9.13M Sell
118,510
-165,057
-58% -$12.7M 0.23% 78
2022
Q4 		$23.7M Buy
283,567
+185,215
+188% +$15M 0.62% 48
2022
Q3 		$7.71M Sell
98,352
-4,056
-4% -$344K 0.3% 62
2022
Q2 		$7.93M Sell
102,408
-2,634
-3% -$201K 0.29% 70
2022
Q1 		$8.9M Sell
105,042
-1,268
-1% -$102K 0.28% 71
2021
Q4 		$9.93M Sell
106,310
-3,659
-3% -$316K 0.29% 68
2021
Q3 		$8.63M Sell
109,969
-1,148
-1% -$92.6K 0.28% 71
2021
Q2 		$8.14M Sell
111,117
-7,415
-6% -$556K 0.27% 72
2021
Q1 		$8.96M Sell
118,532
-275,200
-70% -$21.5M 0.31% 71
2020
Q4 		$30.4M Sell
393,732
-244,624
-38% -$18.3M 0.74% 36
2020
Q3 		$44.3M Buy
638,356
+16,028
+3% +$1.11M 1.22% 23
2020
Q2 		$37.4M Buy
622,328
+2,616
+0.4% +$157K 1.14% 26
2020
Q1 		$37.3M Buy
619,712
+19,084
+3% +$1.2M 1.4% 21
2019
Q4 		$36.4M Buy
600,628
+103,900
+21% +$6.07M 1.07% 25
2019
Q3 		$28.9M Buy
496,728
+20,732
+4% +$1.12M 0.92% 32
2019
Q2 		$24.4M Buy
475,996
+16,116
+4% +$793K 0.81% 43
2019
Q1 		$22.2M Buy
459,880
+356,936
+347% +$16.3M 0.76% 42
2018
Q4 		$4.47M Sell
102,944
-1,864
-2% -$81.5K 0.17% 119
2018
Q3 		$4.39M Sell
104,808
-1,640
-2% -$69.8K 0.14% 127
2018
Q2 		$4.45M Sell
106,448
-184
-0.2% -$7.43K 0.16% 130
2018
Q1 		$4.35M Sell
106,632
-36
-0% -$1.39K 0.15% 136
2017
Q4 		$4.17M Sell
106,668
-1,052
-1% -$40.6K 0.14% 134
2017
Q3 		$3.95M Buy
107,720
+876
+0.8% +$32.1K 0.14% 132
2017
Q2 		$3.74M Sell
106,844
-800
-0.7% -$27.3K 0.14% 131
2017
Q1 		$3.46M Buy
107,644
+240
+0.2% +$7.55K 0.13% 133
2016
Q4 		$3.21M Buy
107,404
+16,536
+18% +$494K 0.13% 138
2016
Q3 		$2.78M Sell
90,868
-240
-0.3% -$7.56K 0.12% 132
2016
Q2 		$2.97M Sell
91,108
-1,124
-1% -$33.7K 0.12% 132
2016
Q1 		$2.73M Buy
92,232
+320
+0.3% +$8.98K 0.12% 130
2015
Q4 		$2.39M Sell
91,912
-3,400
-4% -$86K 0.1% 157
2015
Q3 		$2.32M Sell
95,312
-1,200
-1% -$30.5K 0.1% 157
2015
Q2 		$2.37M Hold
96,512
– – 0.1% 160
2015
Q1 		$2.51M Sell
96,512
-4,172
-4% -$110K 0.1% 159
2014
Q4 		$2.67M Sell
100,684
-400
-0.4% -$10.1K 0.11% 155
2014
Q3 		$2.37M Sell
101,084
-2,232
-2% -$53.9K 0.1% 155
2014
Q2 		$2.65M Sell
103,316
-868
-0.8% -$21.1K 0.11% 150
2014
Q1 		$2.49M Sell
104,184
-3,020
-3% -$68.4K 0.11% 153
2013
Q4 		$2.29M Sell
107,204
-12,304
-10% -$259K 0.1% 150
2013
Q3 		$2.4M Sell
119,508
-7,396
-6% -$153K 0.12% 143
2013
Q2 		$2.58M Buy
+126,904
New +$2.52M 0.2% 79

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Ferguson Wellman Capital Management's NEE Position: Q2 2026 in Review

Ferguson Wellman Capital Management increased its NextEra Energy (NEE) stake by 1.6% in Q2 2026, buying an estimated $82.9K and bringing the position to 56,784 shares worth $4.98M. The position accounts for 0.06% of the portfolio, ranked #132.

Ferguson Wellman Capital Management first reported a position in NEE in Q2 2013 and has held it in 53 quarters since. The position peaked at $44.3M in Q3 2020. 1,075 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Ferguson Wellman Capital Management held 56,784 shares of NextEra Energy worth $4.98M as of Q2 2026.
  • Ferguson Wellman Capital Management bought 916 NextEra Energy shares in Q2 2026, an estimated $82.9K.
  • NextEra Energy made up 0.06% of Ferguson Wellman Capital Management's portfolio in Q2 2026, its #132 holding.
  • Ferguson Wellman Capital Management first reported a position in NextEra Energy in Q2 2013 and has held it in 53 quarters since.
  • Ferguson Wellman Capital Management's NextEra Energy position peaked at $44.3M in Q3 2020.
  • 1,075 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.