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Windward Capital Management’s NextEra Energy NEE Stock Holding History

Windward 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 		$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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Windward Capital Management's NEE Position: Q1 2026 in Review

Windward Capital Management reduced its NextEra Energy (NEE) stake by 0% in Q1 2026, selling an estimated $711 and leaving 420,530 shares worth $39.1M. The position accounts for 3.18% of the portfolio, ranked #7.

Windward Capital Management first reported a position in NEE in Q3 2018 and has held it in 31 quarters since. The position peaked at $42.5M in Q4 2021. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Windward Capital Management held 420,530 shares of NextEra Energy worth $39.1M as of Q1 2026.
  • Windward Capital Management sold 8 NextEra Energy shares in Q1 2026, an estimated $711.
  • NextEra Energy made up 3.18% of Windward Capital Management's portfolio in Q1 2026, its #7 holding.
  • Windward Capital Management first reported a position in NextEra Energy in Q3 2018 and has held it in 31 quarters since.
  • Windward Capital Management's NextEra Energy position peaked at $42.5M in Q4 2021.
  • 3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Windward Capital Management's 13F filing for Q1 2026, filed 13 May 2026.