Wilmington Savings Fund Society’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
Q2
$9.14M Sell
104,109
-2,252
-2% -$204K 0.2% 94
2026
Q1
$9.88M Sell
106,361
-93
-0.1% -$8.27K 0.24% 91
2025
Q4
$8.55M Sell
106,454
-1,063
-1% -$88K 0.2% 96
2025
Q3
$8.12M Sell
107,517
-51,989
-33% -$3.8M 0.2% 96
2025
Q2
$11.1M Sell
159,506
-5,075
-3% -$353K 0.2% 97
2025
Q1
$11.7M Sell
164,581
-24,408
-13% -$1.72M 0.22% 94
2024
Q4
$13.5M Sell
188,989
-5,189
-3% -$403K 0.24% 83
2024
Q3
$16.4M Buy
194,178
+55,612
+40% +$4.34M 0.29% 70
2024
Q2
$9.81M Sell
138,566
-4,004
-3% -$284K 0.38% 70
2024
Q1
$9.11M Buy
+142,570
New +$8.35M 0.35% 76
2023
Q3
$8.33M Buy
145,385
+398
+0.3% +$27.6K 0.37% 76
2023
Q2
$10.8M Sell
144,987
-5,352
-4% -$405K 0.45% 57
2023
Q1
$11.6M Buy
150,339
+1,107
+0.7% +$85.1K 0.51% 48
2022
Q4
$12.5M Sell
149,232
-1,394
-0.9% -$113K 0.57% 45
2022
Q3
$11.8M Sell
150,626
-1,882
-1% -$160K 0.58% 44
2022
Q2
$11.8M Buy
152,508
+689
+0.5% +$52.5K 0.54% 44
2022
Q1
$12.9M Buy
151,819
+19,499
+15% +$1.56M 0.5% 51
2021
Q4
$12.4M Sell
132,320
-7,293
-5% -$630K 0.44% 60
2021
Q3
$11M Sell
139,613
-2,194
-2% -$177K 0.42% 65
2021
Q2
$10.4M Sell
141,807
-1,084
-0.8% -$81.4K 0.4% 68
2021
Q1
$10.8M Sell
142,891
-1,913
-1% -$149K 0.43% 66
2020
Q4
$11.2M Sell
144,804
-2,796
-2% -$209K 0.47% 61
2020
Q3
$10.2M Sell
147,600
-452
-0.3% -$31.2K 0.47% 58
2020
Q2
$8.89M Sell
148,052
-3,948
-3% -$236K 0.44% 65
2020
Q1
$9.14M Buy
152,000
+4,096
+3% +$257K 0.54% 60
2019
Q4
$8.95M Buy
147,904
+396
+0.3% +$23.1K 0.45% 75
2019
Q3
$8.59M Sell
147,508
-2,204
-1% -$119K 0.47% 75
2019
Q2
$7.67M Sell
149,712
-2,636
-2% -$130K 0.41% 87
2019
Q1
$7.36M Sell
152,348
-5,964
-4% -$273K 0.4% 88
2018
Q4
$6.88M Sell
158,312
-2,612
-2% -$114K 0.42% 89
2018
Q3
$6.74M Sell
160,924
-7,236
-4% -$308K 0.35% 100
2018
Q2
$7.02M Sell
168,160
-7,344
-4% -$297K 0.39% 95
2018
Q1
$7.17M Sell
175,504
-59,292
-25% -$2.29M 0.41% 87
2017
Q4
$9.17M Sell
234,796
-4,468
-2% -$173K 0.5% 64
2017
Q3
$8.77M Buy
239,264
+1,268
+0.5% +$46.5K 0.5% 66
2017
Q2
$8.34M Sell
237,996
-192
-0.1% -$6.56K 0.5% 60
2017
Q1
$7.64M Sell
238,188
-2,108
-0.9% -$66.3K 0.46% 64
2016
Q4
$7.18M Sell
240,296
-13,516
-5% -$404K 0.45% 66
2016
Q3
$7.76M Buy
253,812
+40,744
+19% +$1.28M 0.49% 61
2016
Q2
$6.95M Sell
213,068
-1,336
-0.6% -$40.1K 0.44% 64
2016
Q1
$6.34M Sell
214,404
-3,992
-2% -$112K 0.41% 68
2015
Q4
$5.67M Sell
218,396
-6,560
-3% -$166K 0.36% 75
2015
Q3
$5.49M Buy
224,956
+604
+0.3% +$15.4K 0.35% 79
2015
Q2
$5.5M Sell
224,352
-4,944
-2% -$126K 0.32% 89
2015
Q1
$5.96M Sell
229,296
-2,920
-1% -$77K 0.34% 83
2014
Q4
$6.17M Sell
232,216
-3,012
-1% -$76.1K 0.35% 82
2014
Q3
$5.52M Sell
235,228
-4,056
-2% -$97.9K 0.31% 91
2014
Q2
$6.13M Sell
239,284
-8,452
-3% -$206K 0.34% 81
2014
Q1
$5.92M Sell
247,736
-6,104
-2% -$138K 0.33% 81
2013
Q4
$5.43M Sell
253,840
-5,372
-2% -$113K 0.31% 89
2013
Q3
$5.19M Buy
259,212
+3,024
+1% +$62.4K 0.32% 86
2013
Q2
$5.22M Buy
+256,188
New +$5.08M 0.34% 80

Other funds holding NEE

Wilmington Savings Fund Society's NEE Position: Q2 2026 in Review

Wilmington Savings Fund Society reduced its NextEra Energy (NEE) stake by 2.1% in Q2 2026, selling an estimated $204K and leaving 104,109 shares worth $9.14M. The position accounts for 0.2% of the portfolio, ranked #94.

Wilmington Savings Fund Society first reported a position in NEE in Q2 2013 and has held it in 52 quarters since. The position peaked at $16.4M in Q3 2024. 1,190 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Wilmington Savings Fund Society held 104,109 shares of NextEra Energy worth $9.14M as of Q2 2026.
  • Wilmington Savings Fund Society sold 2,252 NextEra Energy shares in Q2 2026, an estimated $204K.
  • NextEra Energy made up 0.2% of Wilmington Savings Fund Society's portfolio in Q2 2026, its #94 holding.
  • Wilmington Savings Fund Society first reported a position in NextEra Energy in Q2 2013 and has held it in 52 quarters since.
  • Wilmington Savings Fund Society's NextEra Energy position peaked at $16.4M in Q3 2024.
  • 1,190 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2026, filed 28 Jul 2026.