Winthrop Capital Management’s NextEra Energy NEE Stock Holding History

Winthrop 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	$5.62M	Sell	64,052 -79	-0.1%	-$7.15K	1.36%	23
2026 Q1	$5.96M	Buy	64,131 +371	+0.6%	+$33K	1.53%	22
2025 Q4	$5.12M	Sell	63,760 -372	-0.6%	-$30.8K	1.19%	28
2025 Q3	$4.84M	Sell	64,132 -126	-0.2%	-$9.21K	1.17%	29
2025 Q2	$4.46M	Sell	64,258 -147	-0.2%	-$10.2K	1.13%	27
2025 Q1	$4.57M	Buy	64,405 +308	+0.5%	+$21.7K	1.26%	26
2024 Q4	$4.6M	Buy	64,097 +852	+1%	+$66.2K	1.22%	28
2024 Q3	$5.35M	Sell	63,245 -91	-0.1%	-$7.1K	2.55%	12
2024 Q2	$4.49M	Buy	63,336 +154	+0.2%	+$10.9K	2.24%	16
2024 Q1	$4.04M	Buy	63,182 +7,508	+13%	+$440K	1.86%	18
2023 Q4	$3.38M	Buy	+55,674	New	+$3.17M	1.1%	28

Other funds holding NEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Winthrop Capital Management's NEE Position: Q2 2026 in Review

Winthrop Capital Management reduced its NextEra Energy (NEE) stake by 0.12% in Q2 2026, selling an estimated $7.15K and leaving 64,052 shares worth $5.62M. The position accounts for 1.36% of the portfolio, ranked #23.

Winthrop Capital Management first reported a position in NEE in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.96M in Q1 2026. 3,048 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Winthrop Capital Management held 64,052 shares of NextEra Energy worth $5.62M as of Q2 2026.
Winthrop Capital Management sold 79 NextEra Energy shares in Q2 2026, an estimated $7.15K.
NextEra Energy made up 1.36% of Winthrop Capital Management's portfolio in Q2 2026, its #23 holding.
Winthrop Capital Management first reported a position in NextEra Energy in Q4 2023 and has held it in 11 quarters since.
Winthrop Capital Management's NextEra Energy position peaked at $5.96M in Q1 2026.
3,048 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Winthrop Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.