Windward Capital Management’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 | $36.9M | Sell |
420,166
-364
| -0.1% | -$32.9K | 2.79% | 10 |
|
|
2026
Q1 | $39.1M | Sell |
420,530
-8
| -0% | -$711 | 3.18% | 7 |
|
|
2025
Q4 | $33.8M | Sell |
420,538
-14,970
| -3% | -$1.24M | 2.67% | 9 |
|
|
2025
Q3 | $32.9M | Sell |
435,508
-1,215
| -0.3% | -$88.8K | 2.62% | 9 |
|
|
2025
Q2 | $30.3M | Sell |
436,723
-1,853
| -0.4% | -$129K | 2.57% | 11 |
|
|
2025
Q1 | $31.1M | Sell |
438,576
-3,760
| -0.9% | -$265K | 2.68% | 11 |
|
|
2024
Q4 | $31.7M | Sell |
442,336
-2,685
| -0.6% | -$209K | 2.42% | 11 |
|
|
2024
Q3 | $37.6M | Buy |
445,021
+1,425
| +0.3% | +$111K | 2.87% | 11 |
|
|
2024
Q2 | $31.4M | Sell |
443,596
-7,736
| -2% | -$549K | 2.64% | 11 |
|
|
2024
Q1 | $28.8M | Sell |
451,332
-5,580
| -1% | -$327K | 2.41% | 14 |
|
|
2023
Q4 | $27.8M | Sell |
456,912
-1,412
| -0.3% | -$80.5K | 2.41% | 14 |
|
|
2023
Q3 | $26.3M | Sell |
458,324
-4,992
| -1% | -$346K | 2.57% | 12 |
|
|
2023
Q2 | $34.4M | Buy |
463,316
+1,814
| +0.4% | +$137K | 3.1% | 10 |
|
|
2023
Q1 | $35.6M | Buy |
461,502
+6,479
| +1% | +$498K | 3.28% | 7 |
|
|
2022
Q4 | $38M | Sell |
455,023
-2,008
| -0.4% | -$162K | 4.13% | 2 |
|
|
2022
Q3 | $35.8M | Buy |
457,031
+1,017
| +0.2% | +$86.3K | 4.05% | 3 |
|
|
2022
Q2 | $35.3M | Buy |
456,014
+2,796
| +0.6% | +$213K | 3.8% | 5 |
|
|
2022
Q1 | $38.4M | Sell |
453,218
-1,765
| -0.4% | -$141K | 3.43% | 9 |
|
|
2021
Q4 | $42.5M | Buy |
454,983
+1,044
| +0.2% | +$90.2K | 3.52% | 9 |
|
|
2021
Q3 | $35.6M | Sell |
453,939
-1,670
| -0.4% | -$135K | 3.3% | 8 |
|
|
2021
Q2 | $33.4M | Sell |
455,609
-535
| -0.1% | -$40.2K | 3.1% | 9 |
|
|
2021
Q1 | $34.5M | Sell |
456,144
-1,696
| -0.4% | -$132K | 3.45% | 6 |
|
|
2020
Q4 | $35.3M | Sell |
457,840
-32,428
| -7% | -$2.43M | 3.56% | 6 |
|
|
2020
Q3 | $34M | Sell |
490,268
-2,376
| -0.5% | -$164K | 3.44% | 6 |
|
|
2020
Q2 | $29.6M | Sell |
492,644
-7,992
| -2% | -$478K | 3.35% | 6 |
|
|
2020
Q1 | $30.1M | Buy |
500,636
+94,556
| +23% | +$5.94M | 4.03% | 5 |
|
|
2019
Q4 | $24.6M | Buy |
406,080
+67,048
| +20% | +$3.91M | 2.63% | 14 |
|
|
2019
Q3 | $19.7M | Buy |
339,032
+5,532
| +2% | +$299K | 2.36% | 18 |
|
|
2019
Q2 | $17.1M | Sell |
333,500
-4,792
| -1% | -$236K | 2.13% | 21 |
|
|
2019
Q1 | $16.3M | Buy |
338,292
+52
| +0% | +$2.38K | 2.09% | 22 |
|
|
2018
Q4 | $14.7M | Buy |
338,240
+4,068
| +1% | +$178K | 2.12% | 22 |
|
|
2018
Q3 | $14M | Buy |
+334,172
| New | +$14.2M | 1.74% | 22 |
|
Other funds holding NEE
Windward Capital Management's NEE Position: Q2 2026 in Review
Windward Capital Management reduced its NextEra Energy (NEE) stake by 0.09% in Q2 2026, selling an estimated $32.9K and leaving 420,166 shares worth $36.9M. The position accounts for 2.79% of the portfolio, ranked #10.
Windward Capital Management first reported a position in NEE in Q3 2018 and has held it in 32 quarters since. The position peaked at $42.5M in Q4 2021. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.
- Windward Capital Management held 420,166 shares of NextEra Energy worth $36.9M as of Q2 2026.
- Windward Capital Management sold 364 NextEra Energy shares in Q2 2026, an estimated $32.9K.
- NextEra Energy made up 2.79% of Windward Capital Management's portfolio in Q2 2026, its #10 holding.
- Windward Capital Management first reported a position in NextEra Energy in Q3 2018 and has held it in 32 quarters since.
- Windward Capital Management's NextEra Energy position peaked at $42.5M in Q4 2021.
- 3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.
Based on Windward Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.