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Ironwood Investment Counsel’s NextEra Energy NEE Stock Holding History

Ironwood Investment Counsel’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 		$556K Sell
5,986
-12
-0.2% -$1.07K 0.08% 169
2025
Q4 		$482K Buy
5,998
+72
+1% +$5.96K 0.07% 173
2025
Q3 		$447K Buy
5,926
+153
+3% +$11.2K 0.07% 181
2025
Q2 		$401K Sell
5,773
-407
-7% -$28.3K 0.06% 183
2025
Q1 		$438K Sell
6,180
-545
-8% -$38.5K 0.08% 166
2024
Q4 		$482K Sell
6,725
-113
-2% -$8.78K 0.08% 160
2024
Q3 		$578K Sell
6,838
-2
-0% -$156 0.1% 159
2024
Q2 		$484K Buy
6,840
+1,849
+37% +$131K 0.09% 163
2024
Q1 		$319K Sell
4,991
-249
-5% -$14.6K 0.06% 203
2023
Q4 		$318K Sell
5,240
-682
-12% -$38.9K 0.06% 200
2023
Q3 		$339K Buy
+5,922
New +$410K 0.07% 184

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

Ironwood Investment Counsel's NEE Position: Q1 2026 in Review

Ironwood Investment Counsel reduced its NextEra Energy (NEE) stake by 0.2% in Q1 2026, selling an estimated $1.07K and leaving 5,986 shares worth $556K. The position accounts for 0.08% of the portfolio, ranked #169.

Ironwood Investment Counsel first reported a position in NEE in Q3 2023 and has held it in 11 quarters since. The position peaked at $578K in Q3 2024. 3,032 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Ironwood Investment Counsel held 5,986 shares of NextEra Energy worth $556K as of Q1 2026.
  • Ironwood Investment Counsel sold 12 NextEra Energy shares in Q1 2026, an estimated $1.07K.
  • NextEra Energy made up 0.08% of Ironwood Investment Counsel's portfolio in Q1 2026, its #169 holding.
  • Ironwood Investment Counsel first reported a position in NextEra Energy in Q3 2023 and has held it in 11 quarters since.
  • Ironwood Investment Counsel's NextEra Energy position peaked at $578K in Q3 2024.
  • 3,032 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Ironwood Investment Counsel's 13F filing for Q1 2026, filed 7 May 2026.