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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
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

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

WD Rutherford's NEE Position: Q2 2026 in Review

WD Rutherford increased its NextEra Energy (NEE) stake by 9.1% in Q2 2026, buying an estimated $274K and bringing the position to 36,452 shares worth $3.2M. The position accounts for 1.16% of the portfolio, ranked #37.

WD Rutherford first reported a position in NEE in Q4 2020 and has held it in 23 quarters since. 1,451 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • WD Rutherford held 36,452 shares of NextEra Energy worth $3.2M as of Q2 2026.
  • WD Rutherford bought 3,033 NextEra Energy shares in Q2 2026, an estimated $274K.
  • NextEra Energy made up 1.16% of WD Rutherford's portfolio in Q2 2026, its #37 holding.
  • WD Rutherford first reported a position in NextEra Energy in Q4 2020 and has held it in 23 quarters since.
  • 1,451 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on WD Rutherford's 13F filing for Q2 2026, filed 20 Jul 2026.