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Wedmont Private Capital’s NextEra Energy NEE Stock Holding History

Wedmont Private Capital’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 		$2.23M Buy
25,365
+4,962
+24% +$449K 0.06% 170
2026
Q1 		$1.92M Buy
20,403
+1,792
+10% +$159K 0.06% 169
2025
Q4 		$1.46M Buy
18,611
+833
+5% +$69K 0.05% 211
2025
Q3 		$1.48M Buy
17,778
+1,829
+11% +$134K 0.06% 206
2025
Q2 		$1.17M Sell
15,949
-74
-0.5% -$5.14K 0.05% 226
2025
Q1 		$1.05M Buy
16,023
+864
+6% +$61K 0.05% 219
2024
Q4 		$1.02M Buy
15,159
+437
+3% +$33.9K 0.05% 215
2024
Q3 		$1.18M Buy
14,722
+1,968
+15% +$154K 0.07% 176
2024
Q2 		$969K Buy
12,754
+3,302
+35% +$234K 0.06% 201
2024
Q1 		$618K Buy
9,452
+494
+6% +$28.9K 0.05% 279
2023
Q4 		$564K Buy
8,958
+2,418
+37% +$138K 0.05% 278
2023
Q3 		$323K Sell
6,540
-2,605
-28% -$180K 0.03% 357
2023
Q2 		$669K Buy
9,145
+1,538
+20% +$116K 0.07% 189
2023
Q1 		$597K Sell
7,607
-1,356
-15% -$104K 0.08% 191
2022
Q4 		$750K Sell
8,963
-1,766
-16% -$143K 0.11% 142
2022
Q3 		$841K Buy
10,729
+3,445
+47% +$292K 0.17% 97
2022
Q2 		$564K Buy
7,284
+1,434
+25% +$109K 0.12% 125
2022
Q1 		$501K Buy
5,850
+2,024
+53% +$162K 0.11% 143
2021
Q4 		$325K Buy
+3,826
New +$331K 0.1% 159

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

Wedmont Private Capital's NEE Position: Q2 2026 in Review

Wedmont Private Capital increased its NextEra Energy (NEE) stake by 24% in Q2 2026, buying an estimated $449K and bringing the position to 25,365 shares worth $2.23M. The position accounts for 0.06% of the portfolio, ranked #170.

Wedmont Private Capital first reported a position in NEE in Q4 2021 and has held it in 19 quarters since. 982 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Wedmont Private Capital held 25,365 shares of NextEra Energy worth $2.23M as of Q2 2026.
  • Wedmont Private Capital bought 4,962 NextEra Energy shares in Q2 2026, an estimated $449K.
  • NextEra Energy made up 0.06% of Wedmont Private Capital's portfolio in Q2 2026, its #170 holding.
  • Wedmont Private Capital first reported a position in NextEra Energy in Q4 2021 and has held it in 19 quarters since.
  • 982 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.