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Wimmer Associates 1’s NextEra Energy NEE Stock Holding History

Wimmer Associates 1’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 		$1.03M Buy
11,695
+8
+0.1% +$724 0.46% 51
2026
Q1 		$1.09M Buy
11,687
+7,607
+186% +$676K 0.53% 50
2025
Q4 		$328K Buy
4,080
+330
+9% +$27.3K 0.15% 90
2025
Q3 		$283K Hold
3,750
– – 0.14% 92
2025
Q2 		$260K Hold
3,750
– – 0.13% 99
2025
Q1 		$270K Sell
3,750
-60
-2% -$4.24K 0.14% 97
2024
Q4 		$273K Buy
3,810
+60
+2% +$4.66K 0.14% 99
2024
Q3 		$317K Hold
3,750
– – 0.16% 97
2024
Q2 		$266K Hold
3,750
– – 0.14% 103
2024
Q1 		$240K Sell
3,750
-50
-1% -$2.93K 0.13% 104
2023
Q4 		$231K Sell
3,800
-312
-8% -$17.8K 0.13% 105
2023
Q3 		$236K Buy
4,112
+151
+4% +$10.5K 0.15% 101
2023
Q2 		$294K Buy
3,961
+26
+0.7% +$1.97K 0.18% 94
2023
Q1 		$305K Buy
3,935
+135
+4% +$10.4K 0.19% 92
2022
Q4 		$318K Hold
3,800
– – 0.21% 88
2022
Q3 		$295K Sell
3,800
-140
-4% -$11.9K 0.2% 92
2022
Q2 		$305K Buy
3,940
+5
+0.1% +$381 0.2% 90
2022
Q1 		$333K Buy
3,935
+75
+2% +$6.01K 0.19% 95
2021
Q4 		$360K Sell
3,860
-175
-4% -$15.1K 0.19% 94
2021
Q3 		$317K Buy
4,035
+100
+3% +$8.06K 0.19% 97
2021
Q2 		$288K Buy
3,935
+45
+1% +$3.38K 0.17% 100
2021
Q1 		$294K Buy
3,890
+40
+1% +$3.12K 0.16% 96
2020
Q4 		$297K Buy
+3,850
New +$288K 0.18% 91

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 $3.37T AUM 44.26% 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

Wimmer Associates 1's NEE Position: Q2 2026 in Review

Wimmer Associates 1 increased its NextEra Energy (NEE) stake by 0.07% in Q2 2026, buying an estimated $724 and bringing the position to 11,695 shares worth $1.03M. The position accounts for 0.46% of the portfolio, ranked #51.

Wimmer Associates 1 first reported a position in NEE in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.09M in Q1 2026. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Wimmer Associates 1 held 11,695 shares of NextEra Energy worth $1.03M as of Q2 2026.
  • Wimmer Associates 1 bought 8 NextEra Energy shares in Q2 2026, an estimated $724.
  • NextEra Energy made up 0.46% of Wimmer Associates 1's portfolio in Q2 2026, its #51 holding.
  • Wimmer Associates 1 first reported a position in NextEra Energy in Q4 2020 and has held it in 23 quarters since.
  • Wimmer Associates 1's NextEra Energy position peaked at $1.09M in Q1 2026.
  • 3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Wimmer Associates 1's 13F filing for Q2 2026, filed 14 Aug 2026.