Greenwood Capital Associates’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $9.09M | Buy |
103,611
+1,486
| +1% | +$134K | 0.89% | 28 |
|
|
2026
Q1 | $9.49M | Sell |
102,125
-3,170
| -3% | -$282K | 1.05% | 23 |
|
|
2025
Q4 | $8.45M | Sell |
105,295
-2,717
| -3% | -$225K | 0.92% | 29 |
|
|
2025
Q3 | $8.15M | Buy |
108,012
+10,769
| +11% | +$787K | 0.94% | 27 |
|
|
2025
Q2 | $6.75M | Buy |
97,243
+18,887
| +24% | +$1.31M | 0.84% | 33 |
|
|
2025
Q1 | $5.55M | Buy |
78,356
+6,964
| +10% | +$492K | 0.75% | 46 |
|
|
2024
Q4 | $5.12M | Sell |
71,392
-2,772
| -4% | -$215K | 0.67% | 51 |
|
|
2024
Q3 | $6.27M | Buy |
74,164
+37,078
| +100% | +$2.89M | 0.82% | 42 |
|
|
2024
Q2 | $2.63M | Sell |
37,086
-21,904
| -37% | -$1.55M | 0.35% | 85 |
|
|
2024
Q1 | $3.77M | Sell |
58,990
-86,163
| -59% | -$5.05M | 0.5% | 67 |
|
|
2023
Q4 | $8.82M | Buy |
145,153
+48,482
| +50% | +$2.76M | 1.14% | 23 |
|
|
2023
Q3 | $5.54M | Sell |
96,671
-936
| -1% | -$64.8K | 0.81% | 43 |
|
|
2023
Q2 | $7.24M | Buy |
97,607
+101
| +0.1% | +$7.65K | 1.02% | 33 |
|
|
2023
Q1 | $7.52M | Buy |
97,506
+1,577
| +2% | +$121K | 1.08% | 30 |
|
|
2022
Q4 | $8.02M | Sell |
95,929
-1,039
| -1% | -$83.9K | 1.32% | 28 |
|
|
2022
Q3 | $7.6M | Buy |
96,968
+4,788
| +5% | +$406K | 1.31% | 24 |
|
|
2022
Q2 | $7.14M | Buy |
92,180
+91,947
| +39,462% | +$7M | 1.14% | 30 |
|
|
2022
Q1 | $20K | Sell |
233
-88,507
| -100% | -$7.09M | 0.01% | 189 |
|
|
2021
Q4 | $8.29M | Sell |
88,740
-1,791
| -2% | -$155K | 1.17% | 32 |
|
|
2021
Q3 | $7.11M | Sell |
90,531
-2,613
| -3% | -$211K | 1.09% | 39 |
|
|
2021
Q2 | $6.83M | Sell |
93,144
-787
| -0.8% | -$59.1K | 1.03% | 38 |
|
|
2021
Q1 | $7.1M | Sell |
93,931
-4,128
| -4% | -$322K | 1.12% | 29 |
|
|
2020
Q4 | $7.57M | Sell |
98,059
-2,729
| -3% | -$204K | 1.27% | 27 |
|
|
2020
Q3 | $6.99M | Sell |
100,788
-1,936
| -2% | -$134K | 1.36% | 26 |
|
|
2020
Q2 | $6.17M | Buy |
102,724
+5,968
| +6% | +$357K | 1.41% | 26 |
|
|
2020
Q1 | $5.82M | Buy |
96,756
+888
| +0.9% | +$55.8K | 1.71% | 19 |
|
|
2019
Q4 | $5.8M | Sell |
95,868
-5,072
| -5% | -$296K | 1.22% | 29 |
|
|
2019
Q3 | $5.88M | Sell |
100,940
-1,992
| -2% | -$108K | 1.43% | 24 |
|
|
2019
Q2 | $5.27M | Sell |
102,932
-920
| -0.9% | -$45.3K | 1.33% | 28 |
|
|
2019
Q1 | $5.02M | Buy |
103,852
+876
| +0.9% | +$40.1K | 1.29% | 29 |
|
|
2018
Q4 | $4.47M | Buy |
102,976
+2,216
| +2% | +$96.9K | 1.17% | 34 |
|
|
2018
Q3 | $4.22M | Sell |
100,760
-2,140
| -2% | -$91.1K | 0.92% | 46 |
|
|
2018
Q2 | $4.3M | Sell |
102,900
-1,580
| -2% | -$63.8K | 0.99% | 46 |
|
|
2018
Q1 | $4.27M | Sell |
104,480
-336
| -0.3% | -$13K | 1.04% | 40 |
|
|
2017
Q4 | $4.09M | Sell |
104,816
-1,804
| -2% | -$69.7K | 0.95% | 41 |
|
|
2017
Q3 | $3.91M | Sell |
106,620
-2,936
| -3% | -$108K | 0.97% | 38 |
|
|
2017
Q2 | $3.84M | Buy |
109,556
+2,364
| +2% | +$80.8K | 1% | 38 |
|
|
2017
Q1 | $3.44M | Buy |
107,192
+264
| +0.2% | +$8.3K | 0.9% | 42 |
|
|
2016
Q4 | $3.19M | Buy |
106,928
+520
| +0.5% | +$15.5K | 0.9% | 44 |
|
|
2016
Q3 | $3.25M | Sell |
106,408
-6,636
| -6% | -$209K | 0.99% | 40 |
|
|
2016
Q2 | $3.69M | Buy |
113,044
+260
| +0.2% | +$7.81K | 1.13% | 29 |
|
|
2016
Q1 | $3.34M | Sell |
112,784
-19,012
| -14% | -$534K | 1.05% | 39 |
|
|
2015
Q4 | $3.42M | Sell |
131,796
-4,076
| -3% | -$103K | 1.11% | 37 |
|
|
2015
Q3 | $3.31M | Buy |
+135,872
| New | +$3.46M | 1.18% | 33 |
|
Other funds holding NEE
COPPSERS
DC
BTCPP
BCWM
Greenwood Capital Associates's NEE Position: Q2 2026 in Review
Greenwood Capital Associates increased its NextEra Energy (NEE) stake by 1.5% in Q2 2026, buying an estimated $134K and bringing the position to 103,611 shares worth $9.09M. The position accounts for 0.89% of the portfolio, ranked #28.
Greenwood Capital Associates first reported a position in NEE in Q3 2015 and has held it in 44 quarters since. The position peaked at $9.49M in Q1 2026. 1,190 funds tracked by Wall St. Rank hold NEE as of Q2 2026.
- Greenwood Capital Associates held 103,611 shares of NextEra Energy worth $9.09M as of Q2 2026.
- Greenwood Capital Associates bought 1,486 NextEra Energy shares in Q2 2026, an estimated $134K.
- NextEra Energy made up 0.89% of Greenwood Capital Associates's portfolio in Q2 2026, its #28 holding.
- Greenwood Capital Associates first reported a position in NextEra Energy in Q3 2015 and has held it in 44 quarters since.
- Greenwood Capital Associates's NextEra Energy position peaked at $9.49M in Q1 2026.
- 1,190 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.
Based on Greenwood Capital Associates's 13F filing for Q2 2026, filed 28 Jul 2026.