WD Rutherford
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WD Rutherford’s NextEra Energy NEE Stock Holding History

WD Rutherford’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
Q3 		$2.83M Buy
37,421
+969
+3% +$82K 1.08% 38
2026
Q2 		$3.2M Buy
36,452
+3,033
+9% +$274K 1.16% 37
2026
Q1 		$3.1M Buy
33,419
+80
+0.2% +$7.11K 1.38% 34
2025
Q4 		$2.68M Buy
33,339
+547
+2% +$45.3K 1.12% 38
2025
Q3 		$2.48M Buy
32,792
+867
+3% +$63.3K 1.05% 40
2025
Q2 		$2.22M Buy
31,925
+2,753
+9% +$191K 1.02% 40
2025
Q1 		$1.97M Buy
29,172
+4,452
+18% +$314K 1.05% 37
2024
Q4 		$1.77M Buy
24,720
+1,015
+4% +$78.8K 0.84% 45
2024
Q3 		$2M Buy
23,705
+1,039
+5% +$81.1K 0.98% 43
2024
Q2 		$1.6M Buy
22,666
+1,911
+9% +$136K 0.81% 45
2024
Q1 		$1.33M Buy
20,755
+1,425
+7% +$83.5K 0.69% 47
2023
Q4 		$1.1M Sell
19,330
-2,375
-11% -$135K 0.64% 46
2023
Q3 		$1.24M Buy
21,705
+9,342
+76% +$647K 0.85% 41
2023
Q2 		$917K Sell
12,363
-380
-3% -$28.8K 0.59% 42
2023
Q1 		$982K Sell
12,743
-85
-0.7% -$6.54K 0.69% 41
2022
Q4 		$1.07M Sell
12,828
-810
-6% -$65.4K 0.84% 38
2022
Q3 		$1.07M Sell
13,638
-665
-5% -$56.4K 0.86% 40
2022
Q2 		$1.11M Buy
14,303
+25
+0.2% +$1.9K 0.86% 39
2022
Q1 		$1.21M Sell
14,278
-100
-0.7% -$8.01K 0.69% 44
2021
Q4 		$1.34M Sell
14,378
-85
-0.6% -$7.35K 0.68% 44
2021
Q3 		$1.14M Sell
14,463
-125
-0.9% -$10.1K 0.62% 45
2021
Q2 		$1.07M Buy
14,588
+240
+2% +$18K 0.59% 44
2021
Q1 		$1.08M Buy
14,348
+1,165
+9% +$90.9K 0.67% 45
2020
Q4 		$1.02M Buy
+13,183
New +$986K 0.64% 45

Other funds holding NEE

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

WD Rutherford's NEE Position: Q3 2026 in Review

WD Rutherford increased its NextEra Energy (NEE) stake by 2.7% in Q3 2026, buying an estimated $82K and bringing the position to 37,421 shares worth $2.83M. The position accounts for 1.08% of the portfolio, ranked #38.

WD Rutherford first reported a position in NEE in Q4 2020 and has held it in 24 quarters since. The position peaked at $3.2M in Q2 2026. 1,340 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

  • WD Rutherford held 37,421 shares of NextEra Energy worth $2.83M as of Q3 2026.
  • WD Rutherford bought 969 NextEra Energy shares in Q3 2026, an estimated $82K.
  • NextEra Energy made up 1.08% of WD Rutherford's portfolio in Q3 2026, its #38 holding.
  • WD Rutherford first reported a position in NextEra Energy in Q4 2020 and has held it in 24 quarters since.
  • WD Rutherford's NextEra Energy position peaked at $3.2M in Q2 2026.
  • 1,340 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on WD Rutherford's 13F filing for Q3 2026, filed 26 Oct 2026.