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Welch Group’s NextEra Energy NEE Stock Holding History

Welch Group’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 		$75.3M Buy
858,202
+5,268
+0.6% +$477K 2.57% 13
2026
Q1 		$79.2M Sell
852,934
-16,487
-2% -$1.47M 2.98% 9
2025
Q4 		$69.8M Sell
869,421
-1,406
-0.2% -$116K 2.69% 10
2025
Q3 		$65.7M Buy
870,827
+19,990
+2% +$1.46M 2.57% 14
2025
Q2 		$59.1M Buy
850,837
+15,826
+2% +$1.1M 2.47% 18
2025
Q1 		$58.8M Buy
835,011
+32,546
+4% +$2.3M 2.59% 17
2024
Q4 		$57.6M Sell
802,465
-5,503
-0.7% -$427K 2.59% 14
2024
Q3 		$68.3M Sell
807,968
-132
-0% -$10.3K 2.97% 8
2024
Q2 		$57.2M Buy
808,100
+13,875
+2% +$984K 2.75% 13
2024
Q1 		$50.8M Buy
794,225
+95,186
+14% +$5.58M 2.52% 22
2023
Q4 		$42.5M Buy
699,039
+35,968
+5% +$2.05M 2.29% 23
2023
Q3 		$38M Buy
663,071
+24,794
+4% +$1.72M 2.25% 26
2023
Q2 		$47.4M Buy
638,277
+11,632
+2% +$881K 2.72% 17
2023
Q1 		$48.3M Buy
626,645
+1,801
+0.3% +$139K 2.81% 14
2022
Q4 		$52.2M Buy
624,844
+9,908
+2% +$800K 2.99% 9
2022
Q3 		$48.2M Buy
614,936
+5,608
+0.9% +$476K 3.14% 9
2022
Q2 		$47.2M Buy
609,328
+26,605
+5% +$2.03M 2.88% 11
2022
Q1 		$49.4M Buy
582,723
+19,868
+4% +$1.59M 2.82% 10
2021
Q4 		$52.5M Buy
562,855
+7,723
+1% +$667K 3.07% 5
2021
Q3 		$43.6M Buy
555,132
+1,151
+0.2% +$92.8K 2.95% 6
2021
Q2 		$40.6M Buy
553,981
+15,463
+3% +$1.16M 2.77% 10
2021
Q1 		$40.7M Sell
538,518
-6,742
-1% -$526K 2.93% 5
2020
Q4 		$42.1M Sell
545,260
-14,032
-3% -$1.05M 3.37% 4
2020
Q3 		$38.8M Sell
559,292
-6,912
-1% -$477K 3.39% 5
2020
Q2 		$34M Buy
566,204
+864
+0.2% +$51.7K 3.18% 8
2020
Q1 		$34M Buy
565,340
+8,304
+1% +$522K 3.63% 3
2019
Q4 		$33.7M Sell
557,036
-11,416
-2% -$667K 3.32% 4
2019
Q3 		$33.1M Sell
568,452
-20,016
-3% -$1.08M 3.4% 5
2019
Q2 		$30.1M Sell
588,468
-10,016
-2% -$493K 3.22% 10
2019
Q1 		$28.9M Sell
598,484
-20,740
-3% -$948K 3.18% 6
2018
Q4 		$26.9M Sell
619,224
-9,860
-2% -$431K 3.3% 6
2018
Q3 		$26.4K Buy
629,084
+4,920
+0.8% +$209K 2.75% 15
2018
Q2 		$26.1M Sell
624,164
-6,332
-1% -$256K 3.25% 6
2018
Q1 		$25.7M Buy
630,496
+130,556
+26% +$5.03M 3.26% 6
2017
Q4 		$19.5M Sell
499,940
-4,892
-1% -$189K 3.03% 10
2017
Q3 		$18.5M Sell
504,832
-12,200
-2% -$447K 3.09% 7
2017
Q2 		$18.1M Buy
517,032
+23,468
+5% +$802K 3.02% 8
2017
Q1 		$15.8M Buy
493,564
+9,844
+2% +$310K 2.98% 17
2016
Q4 		$14.4M Buy
483,720
+11,096
+2% +$332K 2.82% 24
2016
Q3 		$14.5M Sell
472,624
-21,024
-4% -$662K 2.87% 17
2016
Q2 		$16.1M Sell
493,648
-140,440
-22% -$4.22M 3.28% 6
2016
Q1 		$18.8M Sell
634,088
-4,944
-0.8% -$139K 3.13% 11
2015
Q4 		$16.6M Buy
639,032
+6,848
+1% +$173K 2.98% 15
2015
Q3 		$15.4M Buy
632,184
+9,956
+2% +$253K 2.98% 15
2015
Q2 		$15.2M Buy
622,228
+15,412
+3% +$392K 2.89% 16
2015
Q1 		$15.8K Sell
606,816
-3,156
-0.5% -$83.2K 2.9% 11
2014
Q4 		$16.2M Buy
609,972
+25,608
+4% +$647K 3.13% 9
2014
Q3 		$13.7M Buy
584,364
+7,352
+1% +$178K 2.84% 18
2014
Q2 		$14.8M Buy
577,012
+3,440
+0.6% +$83.7K 3.06% 7
2014
Q1 		$13.7M Buy
573,572
+1,844
+0.3% +$41.8K 3.11% 5
2013
Q4 		$12.2M Buy
571,728
+7,628
+1% +$161K 2.77% 18
2013
Q3 		$11.3M Buy
564,100
+10,212
+2% +$211K 2.78% 17
2013
Q2 		$11.3M Buy
+553,888
New +$11M 2.93% 11

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
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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Welch Group's NEE Position: Q2 2026 in Review

Welch Group increased its NextEra Energy (NEE) stake by 0.62% in Q2 2026, buying an estimated $477K and bringing the position to 858,202 shares worth $75.3M. The position accounts for 2.57% of the portfolio, ranked #13.

Welch Group first reported a position in NEE in Q2 2013 and has held it in 53 quarters since. The position peaked at $79.2M in Q1 2026. 1,124 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Welch Group held 858,202 shares of NextEra Energy worth $75.3M as of Q2 2026.
  • Welch Group bought 5,268 NextEra Energy shares in Q2 2026, an estimated $477K.
  • NextEra Energy made up 2.57% of Welch Group's portfolio in Q2 2026, its #13 holding.
  • Welch Group first reported a position in NextEra Energy in Q2 2013 and has held it in 53 quarters since.
  • Welch Group's NextEra Energy position peaked at $79.2M in Q1 2026.
  • 1,124 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Welch Group's 13F filing for Q2 2026, filed 23 Jul 2026.