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Watts Gwilliam & Co’s NextEra Energy NEE Stock Holding History

Watts Gwilliam & Co’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
2025
Q3 		$302K Hold
4,001
– – 0.05% 174
2025
Q2 		$283K Buy
4,001
+47
+1% +$3.27K 0.05% 179
2025
Q1 		$280K Buy
3,954
+557
+16% +$39.3K 0.06% 170
2024
Q4 		$239K Sell
3,397
-712
-17% -$55.3K 0.05% 181
2024
Q3 		$331K Buy
+4,109
New +$321K 0.07% 155

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Watts Gwilliam & Co's NEE Position: Q3 2025 in Review

Watts Gwilliam & Co held its NextEra Energy (NEE) position steady in Q3 2025 at 4,001 shares worth $302K. The position accounts for 0.05% of the portfolio, ranked #174.

Watts Gwilliam & Co first reported a position in NEE in Q3 2024 and has held it in 5 quarters since. The position peaked at $331K in Q3 2024. 2,749 funds tracked by Wall St. Rank hold NEE as of Q3 2025.

  • Watts Gwilliam & Co held 4,001 shares of NextEra Energy worth $302K as of Q3 2025.
  • Watts Gwilliam & Co left its NextEra Energy share count unchanged in Q3 2025.
  • NextEra Energy made up 0.05% of Watts Gwilliam & Co's portfolio in Q3 2025, its #174 holding.
  • Watts Gwilliam & Co first reported a position in NextEra Energy in Q3 2024 and has held it in 5 quarters since.
  • Watts Gwilliam & Co's NextEra Energy position peaked at $331K in Q3 2024.
  • 2,749 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2025.

Based on Watts Gwilliam & Co's 13F filing for Q3 2025, filed 21 Nov 2025.