NEE — NEXTERA ENERGY INC COM

Ownership history in WINDWARD CAPITAL MANAGEMENT CO /CA  ·  30 quarters on record

AI Ownership Summary

WINDWARD CAPITAL MANAGEMENT CO /CA reported NEXTERA ENERGY INC COM (NEE) in 30 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.87% in 2024 Q3. The latest visible filing shows NEE at 2.67% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this NEE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WINDWARD CAPITAL MANAGEMENT CO /CA's position in NEXTERA ENERGY INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

NEE was reported at 2.67% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.87% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

NEE stock page WINDWARD CAPITAL MANAGEMENT CO /CA fund profile WINDWARD CAPITAL MANAGEMENT CO /CA full holdings
How WINDWARD CAPITAL MANAGEMENT CO /CA held NEE — position size vs. price
% of Fund (quarterly)    NEE price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 420,538 -14,970 -3.4% 2.67% $33.8M 2026-02-14 (Est.) $93.16
2025 Q3 REDUCED 435,508 -1,215 -0.3% 2.62% $32.9M 2025-10-30 $80.54
2025 Q2 REDUCED 436,723 -1,853 -0.4% 2.57% $30.3M 2025-08-12 $70.35
2025 Q1 REDUCED 438,576 -3,760 -0.9% 2.68% $31.1M 2025-05-13 $70.03
2024 Q4 REDUCED 442,336 -2,685 -0.6% 2.42% $31.7M 2025-01-27 $71.11
2024 Q3 ADDED 445,021 +1,425 +0.3% 2.87% $37.6M 2024-11-01 $74.01
2024 Q2 REDUCED 443,596 -7,736 -1.7% 2.64% $31.4M 2024-08-06 $73.17
2024 Q1 REDUCED 451,332 -5,580 -1.2% 2.41% $28.8M 2024-05-07 $67.96
2023 Q4 REDUCED 456,912 -1,412 -0.3% 2.37% $27.8M 2024-01-16 $56.48
21 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding NEE

As of 2026 Q1 — sorted by position size

Ausbil Investment Management Ltd 3Y 6.52% Asset Management Advisors, LLC 3Y 7Y 6.49% Constitution Capital LLC 3Y 5.36% Sulzberger Capital Advisors, Inc. 3.3% AVITY INVESTMENT MANAGEMENT INC. 3Y 7Y 3.2% VIKING FUND MANAGEMENT LLC 3Y 7Y 2.71% Bath Savings Trust Co 3Y 7Y 2.7% Somerset Trust Co 3Y 7Y 2.67% Northside Capital Management, LLC 3Y 7Y 2.46% McCollum Christoferson Group LLC 3Y 7Y 2.42%

FAQ About WINDWARD CAPITAL MANAGEMENT CO /CA and NEE

These are the practical questions this page is built to answer before you even open the full history table.

How long has WINDWARD CAPITAL MANAGEMENT CO /CA reported owning NEE?

WINDWARD CAPITAL MANAGEMENT CO /CA reported NEE across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported NEE position in WINDWARD CAPITAL MANAGEMENT CO /CA's portfolio?

The largest reported portfolio weight for NEE was 2.87% in 2024 Q3.

What is the latest reported NEE position on this page?

The most recent filing on this page is 2025 Q4, when WINDWARD CAPITAL MANAGEMENT CO /CA reported 420,538 shares, equal to 2.67% of portfolio, with an estimated market value of $33.8M.

What does the chart on this NEE ownership page compare?

The chart compares WINDWARD CAPITAL MANAGEMENT CO /CA's quarterly NEE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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