Woodmont Investment Counsel’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 | $842K | Sell |
9,590
-179
| -2% | -$16.2K | 0.05% | 153 |
|
|
2026
Q1 | $907K | Sell |
9,769
-300
| -3% | -$26.7K | 0.06% | 143 |
|
|
2025
Q4 | $808K | Sell |
10,069
-84
| -0.8% | -$6.96K | 0.05% | 151 |
|
|
2025
Q3 | $766K | Buy |
10,153
+924
| +10% | +$67.5K | 0.05% | 154 |
|
|
2025
Q2 | $641K | Sell |
9,229
-741
| -7% | -$51.5K | 0.04% | 183 |
|
|
2025
Q1 | $707K | Sell |
9,970
-149
| -1% | -$10.5K | 0.05% | 164 |
|
|
2024
Q4 | $725K | Buy |
10,119
+55
| +0.5% | +$4.27K | 0.05% | 158 |
|
|
2024
Q3 | $851K | Hold |
10,064
| – | – | 0.06% | 144 |
|
|
2024
Q2 | $713K | Buy |
10,064
+40
| +0.4% | +$2.84K | 0.06% | 153 |
|
|
2024
Q1 | $641K | Hold |
10,024
| – | – | 0.05% | 168 |
|
|
2023
Q4 | $609K | Sell |
10,024
-2,027
| -17% | -$116K | 0.06% | 164 |
|
|
2023
Q3 | $690K | Sell |
12,051
-72
| -0.6% | -$4.98K | 0.07% | 151 |
|
|
2023
Q2 | $900K | Sell |
12,123
-1,387
| -10% | -$105K | 0.09% | 135 |
|
|
2023
Q1 | $1.04M | Buy |
13,510
+479
| +4% | +$36.8K | 0.11% | 130 |
|
|
2022
Q4 | $1.09M | Hold |
13,031
| – | – | 0.12% | 121 |
|
|
2022
Q3 | $1.02M | Hold |
13,031
| – | – | 0.13% | 125 |
|
|
2022
Q2 | $1.01M | Buy |
13,031
+50
| +0.4% | +$3.81K | 0.12% | 127 |
|
|
2022
Q1 | $1.1M | Buy |
12,981
+6,219
| +92% | +$498K | 0.13% | 122 |
|
|
2021
Q4 | $631K | Sell |
6,762
-11
| -0.2% | -$951 | 0.08% | 144 |
|
|
2021
Q3 | $532K | Sell |
6,773
-75
| -1% | -$6.05K | 0.08% | 147 |
|
|
2021
Q2 | $502K | Buy |
6,848
+2,253
| +49% | +$169K | 0.08% | 136 |
|
|
2021
Q1 | $347K | Buy |
4,595
+11
| +0.2% | +$858 | 0.06% | 150 |
|
|
2020
Q4 | $354K | Hold |
4,584
| – | – | 0.07% | 141 |
|
|
2020
Q3 | $318K | Hold |
4,584
| – | – | 0.07% | 143 |
|
|
2020
Q2 | $275K | Hold |
4,584
| – | – | 0.07% | 151 |
|
|
2020
Q1 | $276K | Hold |
4,584
| – | – | 0.08% | 148 |
|
|
2019
Q4 | $278K | Hold |
4,584
| – | – | 0.06% | 161 |
|
|
2019
Q3 | $267K | Hold |
4,584
| – | – | 0.07% | 157 |
|
|
2019
Q2 | $235K | Hold |
4,584
| – | – | 0.06% | 163 |
|
|
2019
Q1 | $222K | Buy |
+4,584
| New | +$210K | 0.06% | 168 |
|
|
2018
Q1 | – | Sell |
-5,140
| Closed | -$201K | – | 182 |
|
|
2017
Q4 | $201K | Buy |
+5,140
| New | +$198K | 0.05% | 182 |
|
|
2016
Q4 | – | Sell |
-4,500
| Closed | -$138K | – | 461 |
|
|
2016
Q3 | $138K | Buy |
+4,500
| New | +$142K | 0.04% | 189 |
|
|
2016
Q2 | – | Sell |
-4,400
| Closed | -$130K | – | 356 |
|
|
2016
Q1 | $130K | Hold |
4,400
| – | – | 0.04% | 190 |
|
|
2015
Q4 | $114K | Sell |
4,400
-1,200
| -21% | -$30.4K | 0.03% | 208 |
|
|
2015
Q3 | $137K | Hold |
5,600
| – | – | 0.04% | 196 |
|
|
2015
Q2 | $137K | Buy |
+5,600
| New | +$142K | 0.04% | 194 |
|
Other funds holding NEE
COPPSERS
Woodmont Investment Counsel's NEE Position: Q2 2026 in Review
Woodmont Investment Counsel reduced its NextEra Energy (NEE) stake by 1.8% in Q2 2026, selling an estimated $16.2K and leaving 9,590 shares worth $842K. The position accounts for 0.05% of the portfolio, ranked #153.
Woodmont Investment Counsel first reported a position in NEE in Q2 2015 and has held it in 36 quarters since. The position peaked at $1.1M in Q1 2022. 1,679 funds tracked by Wall St. Rank hold NEE as of Q2 2026.
- Woodmont Investment Counsel held 9,590 shares of NextEra Energy worth $842K as of Q2 2026.
- Woodmont Investment Counsel sold 179 NextEra Energy shares in Q2 2026, an estimated $16.2K.
- NextEra Energy made up 0.05% of Woodmont Investment Counsel's portfolio in Q2 2026, its #153 holding.
- Woodmont Investment Counsel first reported a position in NextEra Energy in Q2 2015 and has held it in 36 quarters since.
- Woodmont Investment Counsel's NextEra Energy position peaked at $1.1M in Q1 2022.
- 1,679 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.
Based on Woodmont Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.