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Wendell David Associates’s NextEra Energy NEE Stock Holding History

Wendell David Associates’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 		$21.7M Sell
247,598
-1,837
-0.7% -$166K 2.3% 11
2026
Q1 		$23.2M Sell
249,435
-1,216
-0.5% -$108K 2.52% 10
2025
Q4 		$20.1M Buy
250,651
+1,532
+0.6% +$127K 2.04% 15
2025
Q3 		$18.8M Buy
249,119
+858
+0.3% +$62.7K 1.86% 16
2025
Q2 		$17.2M Sell
248,261
-5,210
-2% -$362K 1.73% 16
2025
Q1 		$18M Buy
253,471
+490
+0.2% +$34.6K 1.79% 17
2024
Q4 		$18.1M Sell
252,981
-100
-0% -$7.77K 1.79% 16
2024
Q3 		$21.4M Buy
253,081
+5,760
+2% +$450K 2.05% 13
2024
Q2 		$17.5M Buy
247,321
+7,207
+3% +$511K 1.78% 18
2024
Q1 		$15.3M Buy
240,114
+4,910
+2% +$288K 1.55% 22
2023
Q4 		$14.3M Buy
235,204
+7,230
+3% +$412K 1.54% 21
2023
Q3 		$13.1M Buy
227,974
+11,377
+5% +$788K 1.54% 22
2023
Q2 		$16.1M Sell
216,597
-2,627
-1% -$199K 1.82% 18
2023
Q1 		$16.9M Sell
219,224
-1,190
-0.5% -$91.5K 2% 12
2022
Q4 		$18.4M Sell
220,414
-940
-0.4% -$75.9K 2.26% 12
2022
Q3 		$17.4M Sell
221,354
-335
-0.2% -$28.4K 2.34% 11
2022
Q2 		$17.2M Buy
221,689
+1,020
+0.5% +$77.7K 2.18% 14
2022
Q1 		$18.7M Sell
220,669
-245
-0.1% -$19.6K 2.08% 14
2021
Q4 		$20.6M Sell
220,914
-8,351
-4% -$722K 2.09% 15
2021
Q3 		$18M Buy
229,265
+3,830
+2% +$309K 2.01% 15
2021
Q2 		$16.5M Buy
225,435
+5,463
+2% +$410K 1.85% 17
2021
Q1 		$16.6M Buy
219,972
+7,264
+3% +$567K 2% 17
2020
Q4 		$16.4M Buy
212,708
+2,312
+1% +$173K 2.01% 17
2020
Q3 		$14.6M Sell
210,396
-1,540
-0.7% -$106K 1.95% 16
2020
Q2 		$12.7M Sell
211,936
-2,200
-1% -$132K 1.84% 17
2020
Q1 		$12.9M Sell
214,136
-4,820
-2% -$303K 2.18% 15
2019
Q4 		$13.3M Sell
218,956
-300
-0.1% -$17.5K 1.83% 16
2019
Q3 		$12.8M Sell
219,256
-2,000
-0.9% -$108K 1.87% 15
2019
Q2 		$11.3M Buy
221,256
+200
+0.1% +$9.84K 1.7% 17
2019
Q1 		$10.7M Buy
221,056
+3,860
+2% +$176K 1.66% 17
2018
Q4 		$9.44M Sell
217,196
-700
-0.3% -$30.6K 1.7% 17
2018
Q3 		$9.13M Buy
217,896
+3,040
+1% +$129K 1.42% 20
2018
Q2 		$8.97M Buy
214,856
+8,164
+4% +$330K 1.53% 20
2018
Q1 		$8.44M Buy
206,692
+2,660
+1% +$103K 1.52% 19
2017
Q4 		$7.97M Buy
204,032
+2,180
+1% +$84.2K 1.36% 24
2017
Q3 		$7.39M Buy
201,852
+40,000
+25% +$1.47M 1.31% 24
2017
Q2 		$5.67M Buy
161,852
+25,600
+19% +$875K 1.07% 28
2017
Q1 		$4.37M Sell
136,252
-968
-0.7% -$30.4K 0.84% 36
2016
Q4 		$4.1M Sell
137,220
-932
-0.7% -$27.8K 0.81% 38
2016
Q3 		$4.22M Sell
138,152
-2,600
-2% -$81.9K 0.83% 37
2016
Q2 		$4.57M Sell
140,752
-4,480
-3% -$135K 0.9% 34
2016
Q1 		$4.28M Sell
145,232
-8,664
-6% -$243K 0.83% 36
2015
Q4 		$4M Buy
153,896
+1,924
+1% +$48.7K 0.79% 38
2015
Q3 		$3.72M Sell
151,972
-340
-0.2% -$8.65K 0.76% 40
2015
Q2 		$3.73M Sell
152,312
-2,200
-1% -$55.9K 0.72% 40
2015
Q1 		$4.02M Buy
154,512
+2,916
+2% +$76.9K 0.77% 40
2014
Q4 		$4.02M Buy
151,596
+7,600
+5% +$192K 0.78% 39
2014
Q3 		$3.38M Buy
143,996
+2,000
+1% +$48.3K 0.71% 43
2014
Q2 		$3.62M Sell
141,996
-3,900
-3% -$94.9K 0.76% 42
2014
Q1 		$3.5M Buy
145,896
+2,132
+1% +$48.3K 0.76% 43
2013
Q4 		$3.09M Buy
143,764
+980
+0.7% +$20.7K 0.68% 46
2013
Q3 		$2.86M Sell
142,784
-2,360
-2% -$48.7K 0.68% 44
2013
Q2 		$2.94M Buy
+145,144
New +$2.88M 0.73% 42

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

Wendell David Associates's NEE Position: Q2 2026 in Review

Wendell David Associates reduced its NextEra Energy (NEE) stake by 0.74% in Q2 2026, selling an estimated $166K and leaving 247,598 shares worth $21.7M. The position accounts for 2.3% of the portfolio, ranked #11.

Wendell David Associates first reported a position in NEE in Q2 2013 and has held it in 53 quarters since. The position peaked at $23.2M in Q1 2026. 1,175 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Wendell David Associates held 247,598 shares of NextEra Energy worth $21.7M as of Q2 2026.
  • Wendell David Associates sold 1,837 NextEra Energy shares in Q2 2026, an estimated $166K.
  • NextEra Energy made up 2.3% of Wendell David Associates's portfolio in Q2 2026, its #11 holding.
  • Wendell David Associates first reported a position in NextEra Energy in Q2 2013 and has held it in 53 quarters since.
  • Wendell David Associates's NextEra Energy position peaked at $23.2M in Q1 2026.
  • 1,175 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Wendell David Associates's 13F filing for Q2 2026, filed 27 Jul 2026.