WA
NEE icon

Whipplewood Advisors’s NextEra Energy NEE Stock Holding History

Whipplewood Advisors’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 		$9.3K Sell
106
-1,536
-94% -$139K 0.01% 255
2026
Q1 		$153K Buy
1,642
+242
+17% +$21.5K 0.08% 151
2025
Q4 		$112K Hold
1,400
– – 0.07% 151
2025
Q3 		$106K Sell
1,400
-322
-19% -$23.5K 0.07% 152
2025
Q2 		$120K Buy
1,722
+304
+21% +$21.1K 0.07% 217
2025
Q1 		$122K Sell
1,418
-330
-19% -$23.3K 0.07% 204
2024
Q4 		$125K Buy
+1,748
New +$136K 0.07% 209

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

Whipplewood Advisors's NEE Position: Q2 2026 in Review

Whipplewood Advisors reduced its NextEra Energy (NEE) stake by 94% in Q2 2026, selling an estimated $139K and leaving 106 shares worth $9.3K. The position accounts for 0.01% of the portfolio, ranked #255.

Whipplewood Advisors first reported a position in NEE in Q4 2024 and has held it in 7 quarters since. The position peaked at $153K in Q1 2026. 1,190 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Whipplewood Advisors held 106 shares of NextEra Energy worth $9.3K as of Q2 2026.
  • Whipplewood Advisors sold 1,536 NextEra Energy shares in Q2 2026, an estimated $139K.
  • NextEra Energy made up 0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #255 holding.
  • Whipplewood Advisors first reported a position in NextEra Energy in Q4 2024 and has held it in 7 quarters since.
  • Whipplewood Advisors's NextEra Energy position peaked at $153K in Q1 2026.
  • 1,190 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.