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Wilson & Boucher Capital Management’s NextEra Energy NEE Stock Holding History

Wilson & Boucher Capital 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
Q2 		$1.64M Buy
18,653
+22
+0.1% +$1.99K 0.96% 26
2026
Q1 		$1.73M Buy
18,631
+2
+0% +$178 1.15% 24
2025
Q4 		$1.5M Buy
18,629
+92
+0.5% +$7.62K 0.98% 26
2025
Q3 		$1.4M Sell
18,537
-39
-0.2% -$2.85K 0.92% 28
2025
Q2 		$1.29M Buy
18,576
+77
+0.4% +$5.35K 0.9% 31
2025
Q1 		$1.31M Sell
18,499
-59
-0.3% -$4.16K 0.98% 28
2024
Q4 		$1.33M Buy
18,558
+2
+0% +$155 0.94% 28
2024
Q3 		$1.57M Sell
18,556
-311
-2% -$24.3K 1.08% 23
2024
Q2 		$1.34M Sell
18,867
-9
-0% -$639 1.02% 26
2024
Q1 		$1.21M Sell
18,876
-3,317
-15% -$194K 0.95% 29
2023
Q4 		$1.35M Buy
22,193
+101
+0.5% +$5.76K 1.14% 25
2023
Q3 		$1.27M Sell
22,092
-1,099
-5% -$76.1K 1.2% 24
2023
Q2 		$1.72M Buy
23,191
+1
+0% +$76 1.55% 18
2023
Q1 		$1.79M Sell
23,190
-145
-0.6% -$11.2K 1.72% 17
2022
Q4 		$1.95M Buy
23,335
+726
+3% +$58.6K 2% 15
2022
Q3 		$1.77M Buy
22,609
+400
+2% +$33.9K 2.06% 13
2022
Q2 		$1.72M Buy
22,209
+1
+0% +$76 1.89% 13
2022
Q1 		$1.88M Buy
22,208
+625
+3% +$50.1K 1.7% 16
2021
Q4 		$2.02M Buy
+21,583
New +$1.87M 1.82% 14

Other funds holding NEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wilson & Boucher Capital Management's NEE Position: Q2 2026 in Review

Wilson & Boucher Capital Management increased its NextEra Energy (NEE) stake by 0.12% in Q2 2026, buying an estimated $1.99K and bringing the position to 18,653 shares worth $1.64M. The position accounts for 0.96% of the portfolio, ranked #26.

Wilson & Boucher Capital Management first reported a position in NEE in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.02M in Q4 2021. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Wilson & Boucher Capital Management held 18,653 shares of NextEra Energy worth $1.64M as of Q2 2026.
  • Wilson & Boucher Capital Management bought 22 NextEra Energy shares in Q2 2026, an estimated $1.99K.
  • NextEra Energy made up 0.96% of Wilson & Boucher Capital Management's portfolio in Q2 2026, its #26 holding.
  • Wilson & Boucher Capital Management first reported a position in NextEra Energy in Q4 2021 and has held it in 19 quarters since.
  • Wilson & Boucher Capital Management's NextEra Energy position peaked at $2.02M in Q4 2021.
  • 3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Wilson & Boucher Capital Management's 13F filing for Q2 2026, filed 19 Aug 2026.