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Godshalk Welsh Capital Management’s NextEra Energy NEE Stock Holding History

Godshalk Welsh 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
Q1 		$851K Sell
9,160
-500
-5% -$44.5K 0.49% 68
2025
Q4 		$776K Sell
9,660
-340
-3% -$28.2K 0.44% 70
2025
Q3 		$755K Sell
10,000
-700
-7% -$51.1K 0.43% 71
2025
Q2 		$743K Hold
10,700
– – 0.46% 68
2025
Q1 		$759K Sell
10,700
-300
-3% -$21.2K 0.5% 64
2024
Q4 		$789K Sell
11,000
-100
-0.9% -$7.77K 0.51% 63
2024
Q3 		$938K Sell
11,100
-650
-6% -$50.7K 0.59% 56
2024
Q2 		$832K Sell
11,750
-150
-1% -$10.6K 0.55% 58
2024
Q1 		$761K Sell
11,900
-250
-2% -$14.6K 0.51% 60
2023
Q4 		$738K Buy
12,150
+1,220
+11% +$69.5K 0.53% 61
2023
Q3 		$626K Sell
10,930
-170
-2% -$11.8K 0.47% 66
2023
Q2 		$824K Sell
11,100
-225
-2% -$17K 0.57% 63
2023
Q1 		$873K Buy
11,325
+400
+4% +$30.8K 0.62% 58
2022
Q4 		$913K Buy
10,925
+1,117
+11% +$90.2K 0.67% 57
2022
Q3 		$769K Buy
9,808
+1,958
+25% +$166K 0.57% 61
2022
Q2 		$608K Hold
7,850
– – 0.44% 72
2022
Q1 		$665K Sell
7,850
-100
-1% -$8.01K 0.41% 74
2021
Q4 		$742K Sell
7,950
-300
-4% -$25.9K 0.42% 69
2021
Q3 		$648K Sell
8,250
-200
-2% -$16.1K 0.4% 73
2021
Q2 		$643K Sell
8,450
-200
-2% -$15K 0.4% 71
2021
Q1 		$654K Sell
8,650
-300
-3% -$23.4K 0.46% 69
2020
Q4 		$690K Sell
8,950
-50
-0.6% -$3.74K 0.51% 67
2020
Q3 		$625K Sell
9,000
-400
-4% -$27.6K 0.53% 64
2020
Q2 		$564K Hold
9,400
– – 0.53% 68
2020
Q1 		$565K Sell
9,400
-1,000
-10% -$62.9K 0.61% 65
2019
Q4 		$630K Sell
10,400
-400
-4% -$23.4K 0.52% 70
2019
Q3 		$629K Sell
10,800
-400
-4% -$21.6K 0.56% 67
2019
Q2 		$574K Hold
11,200
– – 0.53% 69
2019
Q1 		$541K Buy
11,200
+1,600
+17% +$73.2K 0.52% 70
2018
Q4 		$417K Hold
9,600
– – 0.47% 74
2018
Q3 		$402K Sell
9,600
-2,200
-19% -$93.7K 0.39% 80
2018
Q2 		$493K Hold
11,800
– – 0.52% 70
2018
Q1 		$482K Sell
11,800
-200
-2% -$7.71K 0.52% 71
2017
Q4 		$469K Hold
12,000
– – 0.47% 76
2017
Q3 		$440K Sell
12,000
-1,800
-13% -$65.9K 0.44% 80
2017
Q2 		$483K Hold
13,800
– – 0.48% 77
2017
Q1 		$443K Sell
13,800
-1,400
-9% -$44K 0.44% 81
2016
Q4 		$454K Hold
15,200
– – 0.46% 80
2016
Q3 		$465K Hold
15,200
– – 0.48% 80
2016
Q2 		$496K Sell
15,200
-800
-5% -$24K 0.52% 79
2016
Q1 		$473K Sell
16,000
-600
-4% -$16.8K 0.49% 81
2015
Q4 		$431K Hold
16,600
– – 0.45% 89
2015
Q3 		$405K Hold
16,600
– – 0.44% 88
2015
Q2 		$407K Hold
16,600
– – 0.41% 93
2015
Q1 		$432K Sell
16,600
-800
-5% -$21.1K 0.44% 87
2014
Q4 		$462K Buy
+17,400
New +$439K 0.42% 87

Other funds holding NEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Godshalk Welsh Capital Management's NEE Position: Q1 2026 in Review

Godshalk Welsh Capital Management reduced its NextEra Energy (NEE) stake by 5.2% in Q1 2026, selling an estimated $44.5K and leaving 9,160 shares worth $851K. The position accounts for 0.49% of the portfolio, ranked #68.

Godshalk Welsh Capital Management first reported a position in NEE in Q4 2014 and has held it in 46 quarters since. The position peaked at $938K in Q3 2024. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Godshalk Welsh Capital Management held 9,160 shares of NextEra Energy worth $851K as of Q1 2026.
  • Godshalk Welsh Capital Management sold 500 NextEra Energy shares in Q1 2026, an estimated $44.5K.
  • NextEra Energy made up 0.49% of Godshalk Welsh Capital Management's portfolio in Q1 2026, its #68 holding.
  • Godshalk Welsh Capital Management first reported a position in NextEra Energy in Q4 2014 and has held it in 46 quarters since.
  • Godshalk Welsh Capital Management's NextEra Energy position peaked at $938K in Q3 2024.
  • 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Godshalk Welsh Capital Management's 13F filing for Q1 2026, filed 13 May 2026.