WAM
NEE icon

WNY Asset Management’s NextEra Energy NEE Stock Holding History

WNY Asset 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 		$452K Buy
+4,871
New +$433K 0.05% 164
2025
Q3 		$380K Buy
5,035
+15
+0.3% +$1.1K 0.04% 169
2025
Q2 		$348K Buy
5,020
+222
+5% +$15.4K 0.04% 167
2025
Q1 		$340K Buy
4,798
+203
+4% +$14.3K 0.04% 174
2024
Q4 		$329K Sell
4,595
-656
-12% -$51K 0.04% 160
2024
Q3 		$444K Sell
5,251
-540
-9% -$42.1K 0.05% 153
2024
Q2 		$410K Buy
5,791
+214
+4% +$15.2K 0.05% 161
2024
Q1 		$356K Buy
5,577
+19
+0.3% +$1.11K 0.05% 174
2023
Q4 		$338K Buy
5,558
+378
+7% +$21.5K 0.06% 174
2023
Q3 		$297K Buy
5,180
+441
+9% +$30.5K 0.06% 176
2023
Q2 		$352K Buy
4,739
+36
+0.8% +$2.73K 0.07% 148
2023
Q1 		$362K Sell
4,703
-804
-15% -$61.8K 0.09% 143
2022
Q4 		$460K Buy
5,507
+1,924
+54% +$155K 0.12% 119
2022
Q3 		$280K Hold
3,583
– – 0.1% 130
2022
Q2 		$278K Sell
3,583
-60
-2% -$4.57K 0.09% 126
2022
Q1 		$309K Sell
3,643
-4
-0.1% -$321 0.1% 129
2021
Q4 		$338K Sell
3,647
-108
-3% -$9.33K 0.1% 121
2021
Q3 		$295K Sell
3,755
-2
-0.1% -$161 0.1% 119
2021
Q2 		$275K Buy
3,757
+123
+3% +$9.23K 0.1% 122
2021
Q1 		$275K Buy
3,634
+208
+6% +$16.2K 0.11% 106
2020
Q4 		$264K Buy
+3,426
New +$256K 0.13% 74

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

WNY Asset Management's NEE Position: Q1 2026 in Review

WNY Asset Management opened a new position in NextEra Energy (NEE) in Q1 2026: 4,871 shares worth $452K. The stake represents 0.05% of the portfolio and ranks #164 among its holdings. This is a return to the name: WNY Asset Management previously reported a position in NEE as recently as Q3 2025.

WNY Asset Management first reported a position in NEE in Q4 2020 and has held it in 21 quarters since. The position peaked at $460K in Q4 2022. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • WNY Asset Management held 4,871 shares of NextEra Energy worth $452K as of Q1 2026.
  • NextEra Energy was a new WNY Asset Management position in Q1 2026.
  • NextEra Energy made up 0.05% of WNY Asset Management's portfolio in Q1 2026, its #164 holding.
  • WNY Asset Management first reported a position in NextEra Energy in Q4 2020 and has held it in 21 quarters since.
  • WNY Asset Management's NextEra Energy position peaked at $460K in Q4 2022.
  • 3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on WNY Asset Management's 13F filing for Q1 2026, filed 22 May 2026.