Wellington Shields & Co’s NextEra Energy NEE Stock Holding History

Wellington Shields & Co’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 Q1	$1.11M	Sell	11,995 -469	-4%	-$41.7K	0.28%	85
2025 Q4	$1M	Sell	12,464 -1,750	-12%	-$145K	0.25%	89
2025 Q3	$1.07M	Sell	14,214 -100	-0.7%	-$7.31K	0.28%	84
2025 Q2	$994K	Buy	14,314 +900	+7%	+$62.5K	0.28%	84
2025 Q1	$951K	Buy	13,414 +200	+2%	+$14.1K	0.3%	84
2024 Q4	$947K	Sell	13,214 -200	-1%	-$15.5K	0.29%	87
2024 Q3	$1.13M	Sell	13,414 -550	-4%	-$42.9K	0.34%	73
2024 Q2	$989K	Sell	13,964 -220	-2%	-$15.6K	0.32%	76
2024 Q1	$906K	Buy	14,184 +100	+0.7%	+$5.86K	0.3%	81
2023 Q4	$855K	Sell	14,084 -1,475	-9%	-$84.1K	0.32%	75
2023 Q3	$891K	Hold	15,559	–	–	0.22%	66
2023 Q2	$1.15M	Sell	15,559 -650	-4%	-$49.2K	0.27%	50
2023 Q1	$1.25M	Sell	16,209 -1,250	-7%	-$96.1K	0.28%	50
2022 Q4	$1.46M	Buy	17,459 +1,090	+7%	+$88.1K	0.33%	40
2022 Q3	$1.28M	Buy	16,369 +1,269	+8%	+$108K	0.56%	42
2022 Q2	$1.17M	Hold	15,100	–	–	0.28%	50
2022 Q1	$1.28M	Hold	15,100	–	–	0.42%	58
2021 Q4	$1.41M	Sell	15,100 -500	-3%	-$43.2K	0.28%	56
2021 Q3	$1.23M	Buy	15,600 +500	+3%	+$40.3K	0.43%	59
2021 Q2	$1.11M	Sell	15,100 -500	-3%	-$37.5K	0.37%	68
2021 Q1	$1.18M	Sell	15,600 -500	-3%	-$39K	0.42%	63
2020 Q4	$1.24M	Buy	16,100 +500	+3%	+$37.4K	0.44%	52
2020 Q3	$1.08M	Hold	15,600	–	–	0.45%	53
2020 Q2	$937K	Hold	15,600	–	–	0.41%	61
2020 Q1	$938K	Hold	15,600	–	–	0.52%	52
2019 Q4	$944K	Buy	+15,600	New	+$911K	0.42%	67
2019 Q3	–	Sell	-15,600	Closed	-$799K	–	169
2019 Q2	$799K	Hold	15,600	–	–	0.38%	76
2019 Q1	$754K	Hold	15,600	–	–	0.38%	76
2018 Q4	$678K	Buy	15,600 +2,000	+15%	+$87.5K	0.39%	69
2018 Q3	$570K	Hold	13,600	–	–	0.31%	73
2018 Q2	$568K	Hold	13,600	–	–	0.29%	76
2018 Q1	$555K	Hold	13,600	–	–	0.3%	79
2017 Q4	$531K	Hold	13,600	–	–	0.29%	81
2017 Q3	$498K	Hold	13,600	–	–	0.16%	80
2017 Q2	$476K	Hold	13,600	–	–	0.16%	74
2017 Q1	$436K	Hold	13,600	–	–	0.13%	72
2016 Q4	$406K	Hold	13,600	–	–	0.21%	73
2016 Q3	$416K	Hold	13,600	–	–	0.21%	67
2016 Q2	$443K	Hold	13,600	–	–	0.28%	59
2016 Q1	$402K	Hold	13,600	–	–	0.27%	57
2015 Q4	$353K	Hold	13,600	–	–	0.23%	63
2015 Q3	$332K	Hold	13,600	–	–	0.25%	62
2015 Q2	$333K	Hold	13,600	–	–	0.11%	73
2015 Q1	$354K	Hold	13,600	–	–	0.21%	70
2014 Q4	$361K	Buy	13,600 +4,000	+42%	+$101K	0.21%	73
2014 Q3	$225K	Sell	9,600 -4,000	-29%	-$96.6K	0.14%	96
2014 Q2	$348K	Hold	13,600	–	–	0.22%	84
2014 Q1	$325K	Hold	13,600	–	–	0.21%	81
2013 Q4	$291K	Buy	13,600 +2,000	+17%	+$42.2K	0.2%	82
2013 Q3	$232K	Hold	11,600	–	–	0.18%	86
2013 Q2	$236	Buy	+11,600	New	+$230K	0.01%	95

Other funds holding NEE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Shields & Co's NEE Position: Q1 2026 in Review

Wellington Shields & Co reduced its NextEra Energy (NEE) stake by 3.8% in Q1 2026, selling an estimated $41.7K and leaving 11,995 shares worth $1.11M. The position accounts for 0.28% of the portfolio, ranked #85.

Wellington Shields & Co first reported a position in NEE in Q2 2013 and has held it in 51 quarters since. The position peaked at $1.46M in Q4 2022. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Wellington Shields & Co held 11,995 shares of NextEra Energy worth $1.11M as of Q1 2026.
Wellington Shields & Co sold 469 NextEra Energy shares in Q1 2026, an estimated $41.7K.
NextEra Energy made up 0.28% of Wellington Shields & Co's portfolio in Q1 2026, its #85 holding.
Wellington Shields & Co first reported a position in NextEra Energy in Q2 2013 and has held it in 51 quarters since.
Wellington Shields & Co's NextEra Energy position peaked at $1.46M in Q4 2022.
3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Wellington Shields & Co's 13F filing for Q1 2026, filed 4 May 2026.