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Pettyjohn Wood & White’s NextEra Energy NEE Stock Holding History

Pettyjohn Wood & White’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 		$435K Sell
4,687
-1
-0% -$89 0.07% 145
2025
Q4 		$376K Buy
4,688
+427
+10% +$35.4K 0.06% 153
2025
Q3 		$322K Buy
4,261
+237
+6% +$17.3K 0.05% 160
2025
Q2 		$279K Sell
4,024
-284
-7% -$19.7K 0.05% 164
2025
Q1 		$305K Hold
4,308
– – 0.06% 153
2024
Q4 		$309K Buy
4,308
+51
+1% +$3.96K 0.06% 163
2024
Q3 		$360K Hold
4,257
– – 0.07% 150
2024
Q2 		$301K Sell
4,257
-1,051
-20% -$74.6K 0.06% 162
2024
Q1 		$339K Sell
5,308
-432
-8% -$25.3K 0.07% 152
2023
Q4 		$349K Sell
5,740
-41
-0.7% -$2.34K 0.08% 146
2023
Q3 		$331K Buy
5,781
+1,072
+23% +$74.2K 0.08% 143
2023
Q2 		$349K Hold
4,709
– – 0.08% 139
2023
Q1 		$363K Buy
4,709
+229
+5% +$17.6K 0.09% 129
2022
Q4 		$375K Hold
4,480
– – 0.09% 125
2022
Q3 		$351K Sell
4,480
-60
-1% -$5.09K 0.09% 120
2022
Q2 		$352K Buy
4,540
+132
+3% +$10K 0.08% 127
2022
Q1 		$373K Hold
4,408
– – 0.08% 130
2021
Q4 		$412K Sell
4,408
-432
-9% -$37.3K 0.08% 126
2021
Q3 		$380K Sell
4,840
-928
-16% -$74.8K 0.08% 127
2021
Q2 		$423K Hold
5,768
– – 0.09% 120
2021
Q1 		$436K Sell
5,768
-200
-3% -$15.6K 0.1% 114
2020
Q4 		$460K Hold
5,968
– – 0.12% 101
2020
Q3 		$414K Buy
5,968
+1,168
+24% +$80.6K 0.12% 103
2020
Q2 		$288K Sell
4,800
-408
-8% -$24.4K 0.09% 116
2020
Q1 		$313K Buy
5,208
+336
+7% +$21.1K 0.12% 105
2019
Q4 		$295K Sell
4,872
-284
-6% -$16.6K 0.08% 125
2019
Q3 		$300K Buy
5,156
+112
+2% +$6.06K 0.09% 124
2019
Q2 		$258K Buy
+5,044
New +$248K 0.08% 130
2013
Q3 		– Sell
-22,200
Closed -$452K – 102
2013
Q2 		$452K Buy
+22,200
New +$440K 0.28% 83

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

Pettyjohn Wood & White's NEE Position: Q1 2026 in Review

Pettyjohn Wood & White reduced its NextEra Energy (NEE) stake by 0.02% in Q1 2026, selling an estimated $89 and leaving 4,687 shares worth $435K. The position accounts for 0.07% of the portfolio, ranked #145.

Pettyjohn Wood & White first reported a position in NEE in Q2 2013 and has held it in 29 quarters since. The position peaked at $460K in Q4 2020. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Pettyjohn Wood & White held 4,687 shares of NextEra Energy worth $435K as of Q1 2026.
  • Pettyjohn Wood & White sold 1 NextEra Energy share in Q1 2026, an estimated $89.
  • NextEra Energy made up 0.07% of Pettyjohn Wood & White's portfolio in Q1 2026, its #145 holding.
  • Pettyjohn Wood & White first reported a position in NextEra Energy in Q2 2013 and has held it in 29 quarters since.
  • Pettyjohn Wood & White's NextEra Energy position peaked at $460K in Q4 2020.
  • 3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Pettyjohn Wood & White's 13F filing for Q1 2026, filed 15 May 2026.