Smith Shellnut Wilson’s NextEra Energy NEE Stock Holding History

Smith Shellnut Wilson’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	–	Sell	-2,163	Closed	-$201K	–	164
2026 Q1	$201K	Buy	+2,163	New	+$192K	0.09%	142
2023 Q1	–	Sell	-2,531	Closed	-$212K	–	130
2022 Q4	$212K	Buy	+2,531	New	+$204K	0.13%	123
2021 Q2	–	Sell	-2,984	Closed	-$226K	–	167
2021 Q1	$226K	Buy	+2,984	New	+$233K	0.14%	120
2020 Q1	–	Sell	-3,404	Closed	-$206K	–	139
2019 Q4	$206K	Buy	+3,404	New	+$199K	0.14%	125
2017 Q3	–	Sell	-12,712	Closed	-$414K	–	146
2017 Q2	$414K	Buy	12,712 +2,816	+28%	+$96.3K	0.43%	47
2017 Q1	$318K	Sell	9,896 -1,824	-16%	-$57.3K	0.29%	78
2016 Q4	$350K	Buy	+11,720	New	+$350K	0.34%	64

Other funds holding NEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Smith Shellnut Wilson's NEE Position: Q2 2026 in Review

Smith Shellnut Wilson sold out of NextEra Energy (NEE) in Q2 2026, closing a stake of 2,163 shares — an estimated $201K sold.

Smith Shellnut Wilson first reported a position in NEE in Q4 2016 and held it in 7 quarters. The position peaked at $414K in Q2 2017. 3,045 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Smith Shellnut Wilson reported no remaining NextEra Energy position as of Q2 2026 after selling out during the quarter.
Smith Shellnut Wilson sold 2,163 NextEra Energy shares in Q2 2026, an estimated $201K.
Smith Shellnut Wilson first reported a position in NextEra Energy in Q4 2016 and held it in 7 quarters.
Smith Shellnut Wilson's NextEra Energy position peaked at $414K in Q2 2017.
3,045 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Smith Shellnut Wilson's 13F filing for Q2 2026, filed 3 Aug 2026.