Wedgewood Investors’s NextEra Energy NEE Stock Holding History

Wedgewood Investors’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 Q1	$553K	Hold	5,955	–	–	0.63%	48
2025 Q4	$478K	Hold	5,955	–	–	0.54%	51
2025 Q3	$450K	Sell	5,955 -42	-0.7%	-$3.07K	0.49%	54
2025 Q2	$416K	Hold	5,997	–	–	0.48%	53
2025 Q1	$425K	Sell	5,997 -280	-4%	-$19.8K	0.5%	51
2024 Q4	$450K	Hold	6,277	–	–	0.53%	50
2024 Q3	$531K	Hold	6,277	–	–	0.58%	46
2024 Q2	$444K	Buy	+6,277	New	+$445K	0.53%	54
2023 Q4	$380K	Sell	6,262 -400	-6%	-$22.8K	0.47%	59
2023 Q3	$382K	Buy	6,662 +42	+0.6%	+$2.91K	0.52%	58
2023 Q2	$491K	Hold	6,620	–	–	0.63%	51
2023 Q1	$510K	Hold	6,620	–	–	0.67%	48
2022 Q4	$553K	Buy	6,620 +1,820	+38%	+$147K	0.73%	45
2022 Q3	$376K	Hold	4,800	–	–	0.58%	50
2022 Q2	$372K	Hold	4,800	–	–	0.53%	55
2022 Q1	$407K	Hold	4,800	–	–	0.49%	62
2021 Q4	$448K	Buy	+4,800	New	+$415K	0.53%	62
2021 Q2	–	Sell	-4,800	Closed	-$363K	–	95
2021 Q1	$363K	Hold	4,800	–	–	0.45%	64
2020 Q4	$370K	Hold	4,800	–	–	0.48%	61
2020 Q3	$333K	Hold	4,800	–	–	0.5%	61
2020 Q2	$288K	Hold	4,800	–	–	0.46%	63
2020 Q1	$289K	Hold	4,800	–	–	0.56%	51
2019 Q4	$291K	Hold	4,800	–	–	0.42%	70
2019 Q3	$280K	Hold	4,800	–	–	0.42%	68
2019 Q2	$246K	Hold	4,800	–	–	0.35%	73
2019 Q1	$232K	Hold	4,800	–	–	0.36%	76
2018 Q4	$209K	Hold	4,800	–	–	0.38%	76
2018 Q3	$201K	Hold	4,800	–	–	0.32%	85
2018 Q2	$200K	Buy	+4,800	New	+$194K	0.34%	84

Other funds holding NEE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wedgewood Investors's NEE Position: Q1 2026 in Review

Wedgewood Investors held its NextEra Energy (NEE) position steady in Q1 2026 at 5,955 shares worth $553K. The position accounts for 0.63% of the portfolio, ranked #48.

Wedgewood Investors first reported a position in NEE in Q2 2018 and has held it in 29 quarters since. The position peaked at $553K in Q4 2022. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Wedgewood Investors held 5,955 shares of NextEra Energy worth $553K as of Q1 2026.
Wedgewood Investors left its NextEra Energy share count unchanged in Q1 2026.
NextEra Energy made up 0.63% of Wedgewood Investors's portfolio in Q1 2026, its #48 holding.
Wedgewood Investors first reported a position in NextEra Energy in Q2 2018 and has held it in 29 quarters since.
Wedgewood Investors's NextEra Energy position peaked at $553K in Q4 2022.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Wedgewood Investors's 13F filing for Q1 2026, filed 5 May 2026.