Wellington Management Group’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $390M | Sell |
4,196,104
-292,616
| -7% | -$26M | 0.07% | 240 |
|
|
2025
Q4 | $360M | Sell |
4,488,720
-7,240,301
| -62% | -$600M | 0.06% | 261 |
|
|
2025
Q3 | $885M | Sell |
11,729,021
-24,875
| -0.2% | -$1.82M | 0.16% | 146 |
|
|
2025
Q2 | $816M | Sell |
11,753,896
-687,523
| -6% | -$47.8M | 0.15% | 146 |
|
|
2025
Q1 | $882M | Buy |
12,441,419
+8,610,646
| +225% | +$608M | 0.17% | 132 |
|
|
2024
Q4 | $275M | Sell |
3,830,773
-637,215
| -14% | -$49.5M | 0.05% | 293 |
|
|
2024
Q3 | $378M | Sell |
4,467,988
-2,262,193
| -34% | -$177M | 0.07% | 249 |
|
|
2024
Q2 | $477M | Sell |
6,730,181
-1,350,998
| -17% | -$95.9M | 0.09% | 217 |
|
|
2024
Q1 | $516M | Sell |
8,081,179
-8,238,478
| -50% | -$483M | 0.09% | 216 |
|
|
2023
Q4 | $991M | Sell |
16,319,657
-12,679,747
| -44% | -$723M | 0.18% | 129 |
|
|
2023
Q3 | $1.66B | Sell |
28,999,404
-1,218,529
| -4% | -$84.4M | 0.33% | 70 |
|
|
2023
Q2 | $2.24B | Buy |
30,217,933
+324,531
| +1% | +$24.6M | 0.43% | 57 |
|
|
2023
Q1 | $2.3B | Buy |
29,893,402
+12,976,594
| +77% | +$998M | 0.46% | 55 |
|
|
2022
Q4 | $1.41B | Buy |
16,916,808
+3,468,852
| +26% | +$280M | 0.28% | 89 |
|
|
2022
Q3 | $1.05B | Buy |
13,447,956
+10,052,347
| +296% | +$853M | 0.22% | 105 |
|
|
2022
Q2 | $263M | Buy |
3,395,609
+107,600
| +3% | +$8.19M | 0.05% | 307 |
|
|
2022
Q1 | $279M | Buy |
3,288,009
+24,138
| +0.7% | +$1.93M | 0.05% | 336 |
|
|
2021
Q4 | $305M | Sell |
3,263,871
-13,356
| -0.4% | -$1.15M | 0.05% | 337 |
|
|
2021
Q3 | $257M | Sell |
3,277,227
-133,058
| -4% | -$10.7M | 0.04% | 377 |
|
|
2021
Q2 | $250M | Sell |
3,410,285
-2,571,859
| -43% | -$193M | 0.04% | 390 |
|
|
2021
Q1 | $452M | Buy |
5,982,144
+352,463
| +6% | +$27.5M | 0.08% | 239 |
|
|
2020
Q4 | $434M | Buy |
5,629,681
+1,438,825
| +34% | +$108M | 0.08% | 241 |
|
|
2020
Q3 | $291M | Buy |
4,190,856
+780,316
| +23% | +$53.9M | 0.06% | 276 |
|
|
2020
Q2 | $205M | Sell |
3,410,540
-18,296,300
| -84% | -$1.1B | 0.05% | 347 |
|
|
2020
Q1 | $1.31B | Sell |
21,706,840
-10,381,228
| -32% | -$653M | 0.35% | 64 |
|
|
2019
Q4 | $1.94B | Sell |
32,088,068
-6,370,976
| -17% | -$372M | 0.41% | 56 |
|
|
2019
Q3 | $2.24B | Sell |
38,459,044
-10,668,820
| -22% | -$577M | 0.51% | 49 |
|
|
2019
Q2 | $2.52B | Sell |
49,127,864
-3,397,640
| -6% | -$167M | 0.56% | 39 |
|
|
2019
Q1 | $2.54B | Sell |
52,525,504
-7,903,212
| -13% | -$361M | 0.57% | 38 |
|
|
2018
Q4 | $2.63B | Sell |
60,428,716
-7,804,764
| -11% | -$341M | 0.66% | 30 |
|
|
2018
Q3 | $2.86B | Sell |
68,233,480
-815,144
| -1% | -$34.7M | 0.6% | 32 |
|
|
2018
Q2 | $2.88B | Sell |
69,048,624
-1,377,608
| -2% | -$55.6M | 0.64% | 28 |
|
|
2018
Q1 | $2.88B | Sell |
70,426,232
-9,795,064
| -12% | -$378M | 0.65% | 26 |
|
|
2017
Q4 | $3.13B | Sell |
80,221,296
-61,416
| -0.1% | -$2.37M | 0.69% | 27 |
|
|
2017
Q3 | $2.94B | Sell |
80,282,712
-34,136
| -0% | -$1.25M | 0.68% | 31 |
|
|
2017
Q2 | $2.81B | Buy |
80,316,848
+470,672
| +0.6% | +$16.1M | 0.66% | 33 |
|
|
2017
Q1 | $2.56B | Buy |
79,846,176
+669,100
| +0.8% | +$21M | 0.62% | 35 |
|
|
2016
Q4 | $2.36B | Buy |
79,177,076
+3,091,748
| +4% | +$92.4M | 0.59% | 35 |
|
|
2016
Q3 | $2.33B | Sell |
76,085,328
-1,645,544
| -2% | -$51.8M | 0.58% | 43 |
|
|
2016
Q2 | $2.53B | Sell |
77,730,872
-209,688
| -0.3% | -$6.3M | 0.66% | 34 |
|
|
2016
Q1 | $2.31B | Buy |
77,940,560
+9,922,608
| +15% | +$279M | 0.61% | 35 |
|
|
2015
Q4 | $1.77B | Buy |
68,017,952
+11,269,888
| +20% | +$285M | 0.46% | 52 |
|
|
2015
Q3 | $1.38B | Sell |
56,748,064
-537,104
| -0.9% | -$13.7M | 0.39% | 65 |
|
|
2015
Q2 | $1.4B | Sell |
57,285,168
-361,956
| -0.6% | -$9.2M | 0.36% | 68 |
|
|
2015
Q1 | $1.5B | Sell |
57,647,124
-188,760
| -0.3% | -$4.98M | 0.39% | 62 |
|
|
2014
Q4 | $1.54B | Buy |
57,835,884
+246,080
| +0.4% | +$6.21M | 0.41% | 54 |
|
|
2014
Q3 | $1.35B | Sell |
57,589,804
-10,039,960
| -15% | -$242M | 0.37% | 58 |
|
|
2014
Q2 | $1.73B | Sell |
67,629,764
-1,344,224
| -2% | -$32.7M | 0.47% | 50 |
|
|
2014
Q1 | $1.65B | Sell |
68,973,988
-3,713,276
| -5% | -$84.1M | 0.46% | 49 |
|
|
2013
Q4 | $1.56B | Sell |
72,687,264
-663,824
| -0.9% | -$14M | 0.45% | 49 |
|
|
2013
Q3 | $1.47B | Sell |
73,351,088
-633,104
| -0.9% | -$13.1M | 0.46% | 49 |
|
|
2013
Q2 | $1.51B | Buy |
+73,984,192
| New | +$1.47B | 0.49% | 47 |
|
Other funds holding NEE
VCM
VPM
Wellington Management Group's NEE Position: Q1 2026 in Review
Wellington Management Group reduced its NextEra Energy (NEE) stake by 6.5% in Q1 2026, selling an estimated $26M and leaving 4,196,104 shares worth $390M. The position accounts for 0.07% of the portfolio, ranked #240.
Wellington Management Group first reported a position in NEE in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.13B in Q4 2017. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.
- Wellington Management Group held 4,196,104 shares of NextEra Energy worth $390M as of Q1 2026.
- Wellington Management Group sold 292,616 NextEra Energy shares in Q1 2026, an estimated $26M.
- NextEra Energy made up 0.07% of Wellington Management Group's portfolio in Q1 2026, its #240 holding.
- Wellington Management Group first reported a position in NextEra Energy in Q2 2013 and has held it in 52 quarters since.
- Wellington Management Group's NextEra Energy position peaked at $3.13B in Q4 2017.
- 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.
Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.