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 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 $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

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

Winthrop Capital Management increased its NextEra Energy (NEE) stake by 0.58% in Q1 2026, buying an estimated $33K and bringing the position to 64,131 shares worth $5.96M. The position accounts for 1.53% of the portfolio, ranked #22.

Winthrop Capital Management first reported a position in NEE in Q4 2023 and has held it in 10 quarters since. 3,032 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Winthrop Capital Management held 64,131 shares of NextEra Energy worth $5.96M as of Q1 2026.
Winthrop Capital Management bought 371 NextEra Energy shares in Q1 2026, an estimated $33K.
NextEra Energy made up 1.53% of Winthrop Capital Management's portfolio in Q1 2026, its #22 holding.
Winthrop Capital Management first reported a position in NextEra Energy in Q4 2023 and has held it in 10 quarters since.
3,032 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Winthrop Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.