Wellington Management Group’s NextEra Energy, Inc. NEE Stock Holding History

Wellington Management Group’s Portfolio NEE Stock Details NEE Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$816M	Sell	11,753,896 -687,523	-6%	-$47.7M	0.15%	146
2025 Q1	$882M	Buy	12,441,419 +8,610,646	+225%	+$610M	0.17%	132
2024 Q4	$275M	Sell	3,830,773 -637,215	-14%	-$45.7M	0.05%	293
2024 Q3	$378M	Sell	4,467,988 -2,262,193	-34%	-$191M	0.07%	249
2024 Q2	$477M	Sell	6,730,181 -1,350,998	-17%	-$95.7M	0.09%	217
2024 Q1	$516M	Sell	8,081,179 -8,238,478	-50%	-$527M	0.09%	216
2023 Q4	$991M	Sell	16,319,657 -12,679,747	-44%	-$770M	0.18%	129
2023 Q3	$1.66B	Sell	28,999,404 -1,218,529	-4%	-$69.8M	0.33%	70
2023 Q2	$2.24B	Buy	30,217,933 +324,531	+1%	+$24.1M	0.43%	57
2023 Q1	$2.3B	Buy	29,893,402 +12,976,594	+77%	+$1B	0.46%	55
2022 Q4	$1.41B	Buy	16,916,808 +3,468,852	+26%	+$290M	0.28%	89
2022 Q3	$1.05B	Buy	13,447,956 +10,052,347	+296%	+$788M	0.22%	105
2022 Q2	$263M	Buy	3,395,609 +107,600	+3%	+$8.33M	0.05%	307
2022 Q1	$279M	Buy	3,288,009 +24,138	+0.7%	+$2.04M	0.05%	336
2021 Q4	$305M	Sell	3,263,871 -13,356	-0.4%	-$1.25M	0.05%	337
2021 Q3	$257M	Sell	3,277,227 -133,058	-4%	-$10.4M	0.04%	377
2021 Q2	$250M	Sell	3,410,285 -2,571,859	-43%	-$188M	0.04%	390
2021 Q1	$452M	Buy	5,982,144 +352,463	+6%	+$26.6M	0.08%	239
2020 Q4	$434M	Buy	5,629,681 +4,581,967	+437%	+$353M	0.08%	241
2020 Q3	$291M	Buy	1,047,714 +195,079	+23%	+$54.1M	0.06%	276
2020 Q2	$205M	Sell	852,635 -4,574,075	-84%	-$1.1B	0.05%	347
2020 Q1	$1.31B	Sell	5,426,710 -2,595,307	-32%	-$624M	0.35%	64
2019 Q4	$1.94B	Sell	8,022,017 -1,592,744	-17%	-$386M	0.41%	56
2019 Q3	$2.24B	Sell	9,614,761 -2,667,205	-22%	-$621M	0.51%	49
2019 Q2	$2.52B	Sell	12,281,966 -849,410	-6%	-$174M	0.56%	39
2019 Q1	$2.54B	Sell	13,131,376 -1,975,803	-13%	-$382M	0.57%	38
2018 Q4	$2.63B	Sell	15,107,179 -1,951,191	-11%	-$339M	0.66%	30
2018 Q3	$2.86B	Sell	17,058,370 -203,786	-1%	-$34.2M	0.6%	32
2018 Q2	$2.88B	Sell	17,262,156 -344,402	-2%	-$57.5M	0.64%	28
2018 Q1	$2.88B	Sell	17,606,558 -2,448,766	-12%	-$400M	0.65%	26
2017 Q4	$3.13B	Sell	20,055,324 -15,354	-0.1%	-$2.4M	0.69%	27
2017 Q3	$2.94B	Sell	20,070,678 -8,534	-0%	-$1.25M	0.68%	31
2017 Q2	$2.81B	Buy	20,079,212 +117,668	+0.6%	+$16.5M	0.66%	33
2017 Q1	$2.56B	Buy	19,961,544 +167,275	+0.8%	+$21.5M	0.62%	35
2016 Q4	$2.36B	Buy	19,794,269 +772,937	+4%	+$92.3M	0.59%	35
2016 Q3	$2.33B	Sell	19,021,332 -411,386	-2%	-$50.3M	0.58%	43
2016 Q2	$2.53B	Sell	19,432,718 -52,422	-0.3%	-$6.84M	0.66%	34
2016 Q1	$2.31B	Buy	19,485,140 +2,480,652	+15%	+$294M	0.61%	35
2015 Q4	$1.77B	Buy	17,004,488 +2,817,472	+20%	+$293M	0.46%	52
2015 Q3	$1.38B	Sell	14,187,016 -134,276	-0.9%	-$13.1M	0.39%	65
2015 Q2	$1.4B	Sell	14,321,292 -90,489	-0.6%	-$8.87M	0.36%	68
2015 Q1	$1.5B	Sell	14,411,781 -47,190	-0.3%	-$4.91M	0.39%	62
2014 Q4	$1.54B	Buy	14,458,971 +61,520	+0.4%	+$6.54M	0.41%	54
2014 Q3	$1.35B	Sell	14,397,451 -2,509,990	-15%	-$236M	0.37%	58
2014 Q2	$1.73B	Sell	16,907,441 -336,056	-2%	-$34.4M	0.47%	50
2014 Q1	$1.65B	Sell	17,243,497 -928,319	-5%	-$88.8M	0.46%	49
2013 Q4	$1.56B	Sell	18,171,816 -165,956	-0.9%	-$14.2M	0.45%	49
2013 Q3	$1.47B	Sell	18,337,772 -158,276	-0.9%	-$12.7M	0.46%	49
2013 Q2	$1.51B	Buy	+18,496,048	New	+$1.51B	0.49%	47