Westwood Holdings 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 | $77M | Sell |
829,101
-66,683
| -7% | -$5.93M | 0.56% | 40 |
|
|
2025
Q4 | $71.9M | Sell |
895,784
-75,766
| -8% | -$6.28M | 0.58% | 45 |
|
|
2025
Q3 | $73.3M | Sell |
971,550
-74,290
| -7% | -$5.43M | 0.52% | 66 |
|
|
2025
Q2 | $72.6M | Sell |
1,045,840
-132,936
| -11% | -$9.23M | 0.52% | 74 |
|
|
2025
Q1 | $83.6M | Buy |
1,178,776
+73,149
| +7% | +$5.16M | 0.63% | 49 |
|
|
2024
Q4 | $79.3M | Buy |
1,105,627
+64,550
| +6% | +$5.01M | 0.61% | 53 |
|
|
2024
Q3 | $88M | Sell |
1,041,077
-69,294
| -6% | -$5.41M | 0.37% | 84 |
|
|
2024
Q2 | $78.6M | Sell |
1,110,371
-144,363
| -12% | -$10.2M | 0.37% | 83 |
|
|
2024
Q1 | $80.2M | Buy |
1,254,734
+103,379
| +9% | +$6.06M | 0.63% | 50 |
|
|
2023
Q4 | $69.9M | Buy |
1,151,355
+133,640
| +13% | +$7.62M | 0.59% | 64 |
|
|
2023
Q3 | $58.3M | Buy |
1,017,715
+56,834
| +6% | +$3.93M | 0.54% | 72 |
|
|
2023
Q2 | $71.3M | Buy |
960,881
+8,071
| +0.8% | +$611K | 0.64% | 56 |
|
|
2023
Q1 | $73.4M | Buy |
952,810
+103,568
| +12% | +$7.96M | 0.66% | 48 |
|
|
2022
Q4 | $71M | Sell |
849,242
-3,198
| -0.4% | -$258K | 0.63% | 49 |
|
|
2022
Q3 | $66.8M | Sell |
852,440
-170,435
| -17% | -$14.5M | 0.79% | 36 |
|
|
2022
Q2 | $79.2M | Buy |
1,022,875
+57,116
| +6% | +$4.35M | 0.86% | 26 |
|
|
2022
Q1 | $81.8M | Buy |
965,759
+90,409
| +10% | +$7.25M | 0.76% | 40 |
|
|
2021
Q4 | $81.7M | Buy |
875,350
+20,566
| +2% | +$1.78M | 0.73% | 44 |
|
|
2021
Q3 | $67.1M | Sell |
854,784
-43,190
| -5% | -$3.48M | 0.73% | 42 |
|
|
2021
Q2 | $65.8M | Buy |
897,974
+88,982
| +11% | +$6.68M | 0.67% | 54 |
|
|
2021
Q1 | $61.2M | Buy |
808,992
+64,209
| +9% | +$5.01M | 0.61% | 56 |
|
|
2020
Q4 | $57.5M | Sell |
744,783
-59,093
| -7% | -$4.42M | 0.66% | 45 |
|
|
2020
Q3 | $55.8M | Sell |
803,876
-36,420
| -4% | -$2.51M | 0.71% | 42 |
|
|
2020
Q2 | $50.5M | Sell |
840,296
-25,044
| -3% | -$1.5M | 0.67% | 45 |
|
|
2020
Q1 | $52.1M | Sell |
865,340
-268,392
| -24% | -$16.9M | 0.78% | 36 |
|
|
2019
Q4 | $68.6M | Sell |
1,133,732
-20,024
| -2% | -$1.17M | 0.73% | 36 |
|
|
2019
Q3 | $67.2M | Sell |
1,153,756
-669,608
| -37% | -$36.2M | 0.74% | 38 |
|
|
2019
Q2 | $93.4M | Sell |
1,823,364
-484,860
| -21% | -$23.9M | 1.02% | 21 |
|
|
2019
Q1 | $112M | Sell |
2,308,224
-102,376
| -4% | -$4.68M | 1.16% | 16 |
|
|
2018
Q4 | $105M | Sell |
2,410,600
-555,656
| -19% | -$24.3M | 1.2% | 17 |
|
|
2018
Q3 | $124M | Sell |
2,966,256
-107,612
| -4% | -$4.58M | 1.09% | 21 |
|
|
2018
Q2 | $128M | Sell |
3,073,868
-352,700
| -10% | -$14.2M | 1.08% | 18 |
|
|
2018
Q1 | $140M | Sell |
3,426,568
-218,108
| -6% | -$8.41M | 1.14% | 22 |
|
|
2017
Q4 | $142M | Sell |
3,644,676
-5,852
| -0.2% | -$226K | 1.07% | 26 |
|
|
2017
Q3 | $134M | Sell |
3,650,528
-312,700
| -8% | -$11.5M | 1.06% | 24 |
|
|
2017
Q2 | $139M | Sell |
3,963,228
-228,128
| -5% | -$7.8M | 1.13% | 22 |
|
|
2017
Q1 | $135M | Sell |
4,191,356
-256,472
| -6% | -$8.06M | 1.09% | 22 |
|
|
2016
Q4 | $133M | Buy |
4,447,828
+780,840
| +21% | +$23.3M | 1.08% | 23 |
|
|
2016
Q3 | $112M | Sell |
3,666,988
-292,148
| -7% | -$9.2M | 0.95% | 24 |
|
|
2016
Q2 | $129M | Sell |
3,959,136
-144,364
| -4% | -$4.33M | 1.15% | 19 |
|
|
2016
Q1 | $121M | Sell |
4,103,500
-1,243,660
| -23% | -$34.9M | 1.05% | 19 |
|
|
2015
Q4 | $139M | Sell |
5,347,160
-106,820
| -2% | -$2.7M | 1.21% | 18 |
|
|
2015
Q3 | $133M | Sell |
5,453,980
-41,524
| -0.8% | -$1.06M | 1.15% | 17 |
|
|
2015
Q2 | $135M | Buy |
5,495,504
+17,056
| +0.3% | +$434K | 1.01% | 19 |
|
|
2015
Q1 | $143M | Sell |
5,478,448
-62,984
| -1% | -$1.66M | 1.09% | 18 |
|
|
2014
Q4 | $147M | Sell |
5,541,432
-451,736
| -8% | -$11.4M | 1.14% | 19 |
|
|
2014
Q3 | $141M | Buy |
5,993,168
+204,664
| +4% | +$4.94M | 1.11% | 23 |
|
|
2014
Q2 | $148M | Sell |
5,788,504
-375,572
| -6% | -$9.14M | 1.09% | 24 |
|
|
2014
Q1 | $147M | Sell |
6,164,076
-610,668
| -9% | -$13.8M | 1.13% | 22 |
|
|
2013
Q4 | $145M | Buy |
6,774,744
+315,052
| +5% | +$6.64M | 1.11% | 23 |
|
|
2013
Q3 | $129M | Sell |
6,459,692
-33,792
| -0.5% | -$697K | 1.09% | 20 |
|
|
2013
Q2 | $132M | Buy |
+6,493,484
| New | +$129M | 1.16% | 16 |
|
Other funds holding NEE
VCM
VPM
Westwood Holdings Group's NEE Position: Q1 2026 in Review
Westwood Holdings Group reduced its NextEra Energy (NEE) stake by 7.4% in Q1 2026, selling an estimated $5.93M and leaving 829,101 shares worth $77M. The position accounts for 0.56% of the portfolio, ranked #40.
Westwood Holdings Group first reported a position in NEE in Q2 2013 and has held it in 52 quarters since. The position peaked at $148M in Q2 2014. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.
- Westwood Holdings Group held 829,101 shares of NextEra Energy worth $77M as of Q1 2026.
- Westwood Holdings Group sold 66,683 NextEra Energy shares in Q1 2026, an estimated $5.93M.
- NextEra Energy made up 0.56% of Westwood Holdings Group's portfolio in Q1 2026, its #40 holding.
- Westwood Holdings Group first reported a position in NextEra Energy in Q2 2013 and has held it in 52 quarters since.
- Westwood Holdings Group's NextEra Energy position peaked at $148M in Q2 2014.
- 3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.
Based on Westwood Holdings Group's 13F filing for Q1 2026, filed 15 May 2026.