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Weatherly Asset Management’s NextEra Energy NEE Stock Holding History

Weatherly Asset Management’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 		$4.27M Sell
48,615
-330
-0.7% -$29.9K 0.3% 56
2026
Q1 		$4.55M Sell
48,945
-38
-0.1% -$3.38K 0.37% 50
2025
Q4 		$3.93M Sell
48,983
-1,385
-3% -$115K 0.3% 58
2025
Q3 		$3.8M Sell
50,368
-5,323
-10% -$389K 0.31% 57
2025
Q2 		$3.87M Sell
55,691
-1,387
-2% -$96.3K 0.33% 53
2025
Q1 		$4.05M Sell
57,078
-2,033
-3% -$143K 0.36% 50
2024
Q4 		$4.24M Sell
59,111
-2,390
-4% -$186K 0.38% 47
2024
Q3 		$5.2M Sell
61,501
-693
-1% -$54.1K 0.46% 41
2024
Q2 		$4.4M Sell
62,194
-3,134
-5% -$222K 0.4% 44
2024
Q1 		$4.18M Sell
65,328
-2,423
-4% -$142K 0.4% 43
2023
Q4 		$4.12M Sell
67,751
-1,526
-2% -$87K 0.44% 40
2023
Q3 		$3.97M Buy
69,277
+2,035
+3% +$141K 0.47% 38
2023
Q2 		$4.99M Buy
67,242
+2,776
+4% +$210K 0.58% 33
2023
Q1 		$4.97M Buy
64,466
+696
+1% +$53.5K 0.64% 35
2022
Q4 		$5.33M Buy
63,770
+1,148
+2% +$92.7K 0.73% 31
2022
Q3 		$4.91M Buy
62,622
+2,476
+4% +$210K 0.71% 31
2022
Q2 		$4.66M Sell
60,146
-169
-0.3% -$12.9K 0.65% 33
2022
Q1 		$5.11M Buy
60,315
+7,093
+13% +$568K 0.6% 34
2021
Q4 		$4.97M Buy
53,222
+5,105
+11% +$441K 0.55% 38
2021
Q3 		$3.78M Buy
48,117
+8,673
+22% +$699K 0.46% 44
2021
Q2 		$2.89M Buy
39,444
+8,711
+28% +$654K 0.36% 56
2021
Q1 		$2.32M Buy
30,733
+15,182
+98% +$1.18M 0.32% 62
2020
Q4 		$1.2M Buy
15,551
+8,123
+109% +$608K 0.17% 93
2020
Q3 		$515K Buy
7,428
+124
+2% +$8.56K 0.08% 130
2020
Q2 		$439K Sell
7,304
-300
-4% -$18K 0.08% 135
2020
Q1 		$457K Buy
7,604
+228
+3% +$14.3K 0.1% 123
2019
Q4 		$447K Hold
7,376
– – 0.09% 135
2019
Q3 		$430K Buy
7,376
+1,160
+19% +$62.8K 0.09% 133
2019
Q2 		$318K Buy
6,216
+40
+0.6% +$1.97K 0.06% 156
2019
Q1 		$298K Hold
6,176
– – 0.06% 160
2018
Q4 		$268K Hold
6,176
– – 0.06% 160
2018
Q3 		$259K Buy
6,176
+500
+9% +$21.3K 0.05% 178
2018
Q2 		$237K Hold
5,676
– – 0.06% 175
2018
Q1 		$232K Sell
5,676
-200
-3% -$7.71K 0.06% 179
2017
Q4 		$229K Hold
5,876
– – 0.06% 189
2017
Q3 		$215K Hold
5,876
– – 0.06% 175
2017
Q2 		$206K Buy
+5,876
New +$201K 0.06% 178
2016
Q3 		– Sell
-6,204
Closed -$202K – 169
2016
Q2 		$202K Buy
+6,204
New +$186K 0.07% 172
2014
Q3 		– Sell
-4,800
Closed -$123K – 175
2014
Q2 		$123K Buy
+4,800
New +$117K 0.05% 187

Other funds holding NEE

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 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
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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Weatherly Asset Management's NEE Position: Q2 2026 in Review

Weatherly Asset Management reduced its NextEra Energy (NEE) stake by 0.67% in Q2 2026, selling an estimated $29.9K and leaving 48,615 shares worth $4.27M. The position accounts for 0.3% of the portfolio, ranked #56.

Weatherly Asset Management first reported a position in NEE in Q2 2014 and has held it in 39 quarters since. The position peaked at $5.33M in Q4 2022. 984 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Weatherly Asset Management held 48,615 shares of NextEra Energy worth $4.27M as of Q2 2026.
  • Weatherly Asset Management sold 330 NextEra Energy shares in Q2 2026, an estimated $29.9K.
  • NextEra Energy made up 0.3% of Weatherly Asset Management's portfolio in Q2 2026, its #56 holding.
  • Weatherly Asset Management first reported a position in NextEra Energy in Q2 2014 and has held it in 39 quarters since.
  • Weatherly Asset Management's NextEra Energy position peaked at $5.33M in Q4 2022.
  • 984 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Weatherly Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.