Wellington Shields Capital Management’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
Q2 | $2.75M | Buy |
31,300
+2,900
| +10% | +$262K | 0.35% | 67 |
|
|
2026
Q1 | $2.64M | Sell |
28,400
-83
| -0.3% | -$7.38K | 0.4% | 57 |
|
|
2025
Q4 | $2.29M | Hold |
28,483
| – | – | 0.33% | 62 |
|
|
2025
Q3 | $2.15M | Sell |
28,483
-154
| -0.5% | -$11.3K | 0.33% | 66 |
|
|
2025
Q2 | $1.99M | Buy |
28,637
+700
| +3% | +$48.6K | 0.34% | 69 |
|
|
2025
Q1 | $1.98M | Sell |
27,937
-202,334
| -88% | -$14.3M | 0.36% | 64 |
|
|
2024
Q4 | $2.32M | Buy |
230,271
+197,932
| +612% | +$15.4M | 0.41% | 49 |
|
|
2024
Q3 | $2.73M | Buy |
32,339
+970
| +3% | +$75.7K | 0.48% | 49 |
|
|
2024
Q2 | $2.22M | Buy |
31,369
+23,756
| +312% | +$1.69M | 0.4% | 54 |
|
|
2024
Q1 | $487K | Sell |
7,613
-450
| -6% | -$26.4K | 0.09% | 156 |
|
|
2023
Q4 | $490K | Sell |
8,063
-1,000
| -11% | -$57K | 0.06% | 146 |
|
|
2023
Q3 | $519K | Sell |
9,063
-184
| -2% | -$12.7K | 0.07% | 132 |
|
|
2023
Q2 | $686K | Sell |
9,247
-597
| -6% | -$45.2K | 0.08% | 128 |
|
|
2023
Q1 | $759K | Sell |
9,844
-11,625
| -54% | -$894K | 0.09% | 118 |
|
|
2022
Q4 | $1.79M | Buy |
21,469
+165
| +0.8% | +$13.3K | 0.22% | 61 |
|
|
2022
Q3 | $1.67M | Buy |
21,304
+450
| +2% | +$38.2K | 0.4% | 62 |
|
|
2022
Q2 | $1.61M | Buy |
20,854
+11,825
| +131% | +$900K | 0.2% | 68 |
|
|
2022
Q1 | $765K | Sell |
9,029
-17,915
| -66% | -$1.44M | 0.08% | 140 |
|
|
2021
Q4 | $2.52M | Buy |
26,944
+6,409
| +31% | +$554K | 0.32% | 71 |
|
|
2021
Q3 | $1.61M | Sell |
20,535
-2,979
| -13% | -$240K | 0.22% | 88 |
|
|
2021
Q2 | $1.72M | Hold |
23,514
| – | – | 0.21% | 99 |
|
|
2021
Q1 | $1.78M | Sell |
23,514
-240
| -1% | -$18.7K | 0.17% | 109 |
|
|
2020
Q4 | $1.83M | Buy |
23,754
+2,970
| +14% | +$222K | 0.25% | 82 |
|
|
2020
Q3 | $1.44M | Hold |
20,784
| – | – | 0.23% | 80 |
|
|
2020
Q2 | $1.25M | Buy |
20,784
+60
| +0.3% | +$3.59K | 0.2% | 92 |
|
|
2020
Q1 | $1.25M | Hold |
20,724
| – | – | 0.24% | 80 |
|
|
2019
Q4 | $1.25M | Hold |
20,724
| – | – | 0.19% | 105 |
|
|
2019
Q3 | $1.21M | Hold |
20,724
| – | – | 0.2% | 101 |
|
|
2019
Q2 | $1.06M | Buy |
20,724
+80
| +0.4% | +$3.94K | 0.18% | 108 |
|
|
2019
Q1 | $998K | Hold |
20,644
| – | – | 0.17% | 115 |
|
|
2018
Q4 | $897K | Buy |
20,644
+304
| +1% | +$13.3K | 0.17% | 119 |
|
|
2018
Q3 | $852K | Hold |
20,340
| – | – | 0.14% | 149 |
|
|
2018
Q2 | $849K | Buy |
20,340
+1,000
| +5% | +$40.4K | 0.14% | 142 |
|
|
2018
Q1 | $790K | Sell |
19,340
-748
| -4% | -$28.8K | 0.12% | 166 |
|
|
2017
Q4 | $784K | Buy |
20,088
+748
| +4% | +$28.9K | 0.12% | 170 |
|
|
2017
Q3 | $709K | Sell |
19,340
-4,000
| -17% | -$147K | 0.12% | 167 |
|
|
2017
Q2 | $818K | Hold |
23,340
| – | – | 0.13% | 154 |
|
|
2017
Q1 | $749K | Sell |
23,340
-240
| -1% | -$7.55K | 0.12% | 164 |
|
|
2016
Q4 | $704K | Sell |
23,580
-20,480
| -46% | -$612K | 0.12% | 162 |
|
|
2016
Q3 | $1.35M | Buy |
44,060
+480
| +1% | +$15.1K | 0.23% | 102 |
|
|
2016
Q2 | $1.42M | Sell |
43,580
-2,000
| -4% | -$60K | 0.24% | 87 |
|
|
2016
Q1 | $1.35M | Buy |
45,580
+18,080
| +66% | +$508K | 0.24% | 88 |
|
|
2015
Q4 | $714K | Hold |
27,500
| – | – | 0.12% | 146 |
|
|
2015
Q3 | $671K | Sell |
27,500
-400
| -1% | -$10.2K | 0.12% | 153 |
|
|
2015
Q2 | $684K | Sell |
27,900
-556
| -2% | -$14.1K | 0.1% | 186 |
|
|
2015
Q1 | $740K | Sell |
28,456
-1,044
| -4% | -$27.5K | 0.11% | 170 |
|
|
2014
Q4 | $784K | Hold |
29,500
| – | – | 0.12% | 162 |
|
|
2014
Q3 | $692K | Hold |
29,500
| – | – | 0.11% | 174 |
|
|
2014
Q2 | $756K | Buy |
29,500
+2,000
| +7% | +$48.7K | 0.12% | 166 |
|
|
2014
Q1 | $657K | Hold |
27,500
| – | – | 0.11% | 171 |
|
|
2013
Q4 | $589K | Hold |
27,500
| – | – | 0.11% | 177 |
|
|
2013
Q3 | $551K | Hold |
27,500
| – | – | 0.11% | 172 |
|
|
2013
Q2 | $560K | Buy |
+27,500
| New | +$546K | 0.1% | 179 |
|
Other funds holding NEE
Wellington Shields Capital Management's NEE Position: Q2 2026 in Review
Wellington Shields Capital Management increased its NextEra Energy (NEE) stake by 10% in Q2 2026, buying an estimated $262K and bringing the position to 31,300 shares worth $2.75M. The position accounts for 0.35% of the portfolio, ranked #67.
Wellington Shields Capital Management first reported a position in NEE in Q2 2013 and has held it in 53 quarters since. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.
- Wellington Shields Capital Management held 31,300 shares of NextEra Energy worth $2.75M as of Q2 2026.
- Wellington Shields Capital Management bought 2,900 NextEra Energy shares in Q2 2026, an estimated $262K.
- NextEra Energy made up 0.35% of Wellington Shields Capital Management's portfolio in Q2 2026, its #67 holding.
- Wellington Shields Capital Management first reported a position in NextEra Energy in Q2 2013 and has held it in 53 quarters since.
- 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.
Based on Wellington Shields Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.