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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wilson & Boucher Capital Management's NEE Position: Q1 2026 in Review

Wilson & Boucher Capital Management increased its NextEra Energy (NEE) stake by 0.01% in Q1 2026, buying an estimated $178 and bringing the position to 18,631 shares worth $1.73M. The position accounts for 1.15% of the portfolio, ranked #24.

Wilson & Boucher Capital Management first reported a position in NEE in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.02M in Q4 2021. 3,033 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Wilson & Boucher Capital Management held 18,631 shares of NextEra Energy worth $1.73M as of Q1 2026.
Wilson & Boucher Capital Management bought 2 NextEra Energy shares in Q1 2026, an estimated $178.
NextEra Energy made up 1.15% of Wilson & Boucher Capital Management's portfolio in Q1 2026, its #24 holding.
Wilson & Boucher Capital Management first reported a position in NextEra Energy in Q4 2021 and has held it in 18 quarters since.
Wilson & Boucher Capital Management's NextEra Energy position peaked at $2.02M in Q4 2021.
3,033 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Wilson & Boucher Capital Management's 13F filing for Q1 2026, filed 18 May 2026.