ZWJ Investment Counsel’s NextEra Energy NEE Stock Holding History

ZWJ Investment Counsel’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	$1.89M	Buy	21,501 +78	+0.4%	+$7.06K	0.06%	109
2026 Q1	$1.99M	Buy	21,423 +218	+1%	+$19.4K	0.07%	99
2025 Q4	$1.7M	Sell	21,205 -250	-1%	-$20.7K	0.06%	99
2025 Q3	$1.62M	Sell	21,455 -117	-0.5%	-$8.55K	0.06%	101
2025 Q2	$1.5M	Sell	21,572 -1,113	-5%	-$77.3K	0.06%	103
2025 Q1	$1.61M	Buy	22,685 +144	+0.6%	+$10.2K	0.07%	104
2024 Q4	$1.62M	Sell	22,541 -524	-2%	-$40.7K	0.07%	100
2024 Q3	$1.95M	Sell	23,065 -582	-2%	-$45.4K	0.08%	96
2024 Q2	$1.67M	Sell	23,647 -3,000	-11%	-$213K	0.07%	96
2024 Q1	$1.7M	Buy	26,647 +3,773	+16%	+$221K	0.08%	93
2023 Q4	$1.39M	Buy	22,874 +242	+1%	+$13.8K	0.07%	95
2023 Q3	$1.3M	Buy	22,632 +1,241	+6%	+$85.9K	0.07%	97
2023 Q2	$1.59M	Sell	21,391 -647	-3%	-$49K	0.08%	91
2023 Q1	$1.7M	Buy	22,038 +6,947	+46%	+$534K	0.09%	89
2022 Q4	$1.26M	Buy	15,091 +9,184	+155%	+$742K	0.07%	97
2022 Q3	$463K	Buy	5,907 +50	+0.9%	+$4.24K	0.03%	128
2022 Q2	$454K	Buy	5,857 +800	+16%	+$60.9K	0.03%	138
2022 Q1	$428K	Hold	5,057	–	–	0.02%	131
2021 Q4	$472K	Buy	5,057 +250	+5%	+$21.6K	0.02%	131
2021 Q3	$377K	Hold	4,807	–	–	0.02%	139
2021 Q2	$352K	Sell	4,807 -290	-6%	-$21.8K	0.02%	138
2021 Q1	$385K	Sell	5,097 -715	-12%	-$55.8K	0.02%	138
2020 Q4	$448K	Hold	5,812	–	–	0.03%	122
2020 Q3	$403K	Sell	5,812 -200	-3%	-$13.8K	0.03%	118
2020 Q2	$361K	Sell	6,012 -4,272	-42%	-$256K	0.03%	121
2020 Q1	$619K	Buy	10,284 +4,160	+68%	+$261K	0.06%	124
2019 Q4	$371K	Buy	6,124 +636	+12%	+$37.1K	0.03%	174
2019 Q3	$320K	Sell	5,488 -500	-8%	-$27.1K	0.03%	128
2019 Q2	$307K	Buy	5,988 +460	+8%	+$22.6K	0.02%	132
2019 Q1	$267K	Sell	5,528 -352	-6%	-$16.1K	0.02%	140
2018 Q4	$256K	Buy	5,880 +392	+7%	+$17.1K	0.02%	144
2018 Q3	$230K	Hold	5,488	–	–	0.02%	148
2018 Q2	$229K	Hold	5,488	–	–	0.02%	146
2018 Q1	$224K	Sell	5,488 -380	-6%	-$14.7K	0.02%	147
2017 Q4	$229K	Sell	5,868 -240	-4%	-$9.27K	0.02%	269
2017 Q3	$224K	Buy	6,108 +100	+2%	+$3.66K	0.02%	276
2017 Q2	$210K	Sell	6,008 -1,100	-15%	-$37.6K	0.02%	285
2017 Q1	$228K	Buy	+7,108	New	+$223K	0.02%	288
2016 Q2	–	Sell	-6,968	Closed	-$206K	–	157
2016 Q1	$206K	Buy	+6,968	New	+$196K	0.02%	149
2015 Q2	–	Sell	-7,888	Closed	-$205K	–	149
2015 Q1	$205K	Buy	+7,888	New	+$208K	0.02%	140

Other funds holding NEE

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

ZWJ Investment Counsel's NEE Position: Q2 2026 in Review

ZWJ Investment Counsel increased its NextEra Energy (NEE) stake by 0.36% in Q2 2026, buying an estimated $7.06K and bringing the position to 21,501 shares worth $1.89M. The position accounts for 0.06% of the portfolio, ranked #109.

ZWJ Investment Counsel first reported a position in NEE in Q1 2015 and has held it in 40 quarters since. The position peaked at $1.99M in Q1 2026. 982 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

ZWJ Investment Counsel held 21,501 shares of NextEra Energy worth $1.89M as of Q2 2026.
ZWJ Investment Counsel bought 78 NextEra Energy shares in Q2 2026, an estimated $7.06K.
NextEra Energy made up 0.06% of ZWJ Investment Counsel's portfolio in Q2 2026, its #109 holding.
ZWJ Investment Counsel first reported a position in NextEra Energy in Q1 2015 and has held it in 40 quarters since.
ZWJ Investment Counsel's NextEra Energy position peaked at $1.99M in Q1 2026.
982 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on ZWJ Investment Counsel's 13F filing for Q2 2026, filed 16 Jul 2026.