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Williams Jones Wealth Management’s NextEra Energy NEE Stock Holding History

Williams Jones Wealth Management’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 		$3.12M Sell
33,638
-33
-0.1% -$2.93K 0.04% 162
2025
Q4 		$2.7M Buy
33,671
+3,524
+12% +$292K 0.03% 174
2025
Q3 		$2.28M Buy
30,147
+125
+0.4% +$9.13K 0.03% 178
2025
Q2 		$2.08M Hold
30,022
– – 0.02% 185
2025
Q1 		$2.13M Sell
30,022
-100
-0.3% -$7.06K 0.03% 180
2024
Q4 		$2.16M Buy
30,122
+904
+3% +$70.2K 0.03% 183
2024
Q3 		$2.47M Sell
29,218
-263
-0.9% -$20.5K 0.03% 181
2024
Q2 		$2.09M Buy
29,481
+124
+0.4% +$8.8K 0.03% 187
2024
Q1 		$1.88M Buy
29,357
+376
+1% +$22K 0.02% 200
2023
Q4 		$1.76M Sell
28,981
-41,302
-59% -$2.35M 0.02% 201
2023
Q3 		$4.03M Sell
70,283
-6,292
-8% -$436K 0.06% 135
2023
Q2 		$5.68M Sell
76,575
-4,655
-6% -$352K 0.09% 128
2023
Q1 		$6.26M Sell
81,230
-724
-0.9% -$55.7K 0.1% 128
2022
Q4 		$6.85M Sell
81,954
-1,846
-2% -$149K 0.11% 121
2022
Q3 		$6.57M Sell
83,800
-1,379
-2% -$117K 0.11% 121
2022
Q2 		$6.6M Buy
85,179
+14,490
+20% +$1.1M 0.11% 126
2022
Q1 		$5.99M Sell
70,689
-2,667
-4% -$214K 0.08% 135
2021
Q4 		$6.85M Sell
73,356
-349
-0.5% -$30.2K 0.09% 126
2021
Q3 		$5.79M Sell
73,705
-1,173
-2% -$94.6K 0.08% 132
2021
Q2 		$5.49M Sell
74,878
-17,652
-19% -$1.32M 0.08% 140
2021
Q1 		$7M Sell
92,530
-490
-0.5% -$38.2K 0.11% 116
2020
Q4 		$7.18M Sell
93,020
-5,008
-5% -$375K 0.12% 105
2020
Q3 		$6.8M Buy
98,028
+2,860
+3% +$197K 0.13% 97
2020
Q2 		$5.71M Sell
95,168
-6,392
-6% -$383K 0.12% 100
2020
Q1 		$6.11M Buy
101,560
+4,032
+4% +$253K 0.16% 86
2019
Q4 		$5.9M Sell
97,528
-8,064
-8% -$471K 0.11% 110
2019
Q3 		$6.15M Buy
+105,592
New +$5.71M 0.13% 100

Other funds holding NEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Williams Jones Wealth Management's NEE Position: Q1 2026 in Review

Williams Jones Wealth Management reduced its NextEra Energy (NEE) stake by 0.1% in Q1 2026, selling an estimated $2.93K and leaving 33,638 shares worth $3.12M. The position accounts for 0.04% of the portfolio, ranked #162.

Williams Jones Wealth Management first reported a position in NEE in Q3 2019 and has held it in 27 quarters since. The position peaked at $7.18M in Q4 2020. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Williams Jones Wealth Management held 33,638 shares of NextEra Energy worth $3.12M as of Q1 2026.
  • Williams Jones Wealth Management sold 33 NextEra Energy shares in Q1 2026, an estimated $2.93K.
  • NextEra Energy made up 0.04% of Williams Jones Wealth Management's portfolio in Q1 2026, its #162 holding.
  • Williams Jones Wealth Management first reported a position in NextEra Energy in Q3 2019 and has held it in 27 quarters since.
  • Williams Jones Wealth Management's NextEra Energy position peaked at $7.18M in Q4 2020.
  • 3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Williams Jones Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.