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FWL Investment Management’s NextEra Energy NEE Stock Holding History

FWL Investment 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 		$171K Sell
1,945
-15
-0.8% -$1.36K 0.03% 121
2026
Q1 		$182K Buy
1,960
+265
+16% +$23.6K 0.04% 109
2025
Q4 		$136K Hold
1,695
– – 0.03% 101
2025
Q3 		$128K Buy
1,695
+375
+28% +$27.4K 0.03% 102
2025
Q2 		$91.6K Hold
1,320
– – 0.03% 123
2025
Q1 		$93.6K Sell
1,320
-56
-4% -$3.95K 0.03% 117
2024
Q4 		$98.6K Hold
1,376
– – 0.04% 113
2024
Q3 		$116K Buy
+1,376
New +$107K 0.04% 89
2024
Q2 		– Sell
-15
Closed -$959 – 259
2024
Q1 		$959 Sell
15
-24
-62% -$1.41K ﹤0.01% 216
2023
Q4 		$2.37K Buy
+39
New +$2.22K ﹤0.01% 212
2023
Q2 		– Sell
-78,653
Closed -$6.06M – 70
2023
Q1 		$6.06M Buy
78,653
+16,153
+26% +$1.24M 4.47% 11
2022
Q4 		$5.22M Buy
62,500
+5,768
+10% +$466K 3.96% 12
2022
Q3 		$4.45M Buy
56,732
+16,556
+41% +$1.4M 3.93% 11
2022
Q2 		$3.11M Sell
40,176
-31,294
-44% -$2.38M 2.26% 23
2022
Q1 		$6.05M Buy
71,470
+20,847
+41% +$1.67M 3.74% 12
2021
Q4 		$4.73M Buy
50,623
+1,445
+3% +$125K 2.89% 16
2021
Q3 		$3.86M Buy
49,178
+1,311
+3% +$106K 2.43% 18
2021
Q2 		$3.51M Buy
47,867
+2,300
+5% +$173K 2.13% 21
2021
Q1 		$3.44M Buy
45,567
+7,221
+19% +$564K 2.32% 20
2020
Q4 		$2.96M Buy
+38,346
New +$2.87M 2.27% 20

Other funds holding NEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

FWL Investment Management's NEE Position: Q2 2026 in Review

FWL Investment Management reduced its NextEra Energy (NEE) stake by 0.77% in Q2 2026, selling an estimated $1.36K and leaving 1,945 shares worth $171K. The position accounts for 0.03% of the portfolio, ranked #121.

FWL Investment Management first reported a position in NEE in Q4 2020 and has held it in 20 quarters since. The position peaked at $6.06M in Q1 2023. 3,045 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • FWL Investment Management held 1,945 shares of NextEra Energy worth $171K as of Q2 2026.
  • FWL Investment Management sold 15 NextEra Energy shares in Q2 2026, an estimated $1.36K.
  • NextEra Energy made up 0.03% of FWL Investment Management's portfolio in Q2 2026, its #121 holding.
  • FWL Investment Management first reported a position in NextEra Energy in Q4 2020 and has held it in 20 quarters since.
  • FWL Investment Management's NextEra Energy position peaked at $6.06M in Q1 2023.
  • 3,045 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on FWL Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.