Wendell David Associates Inc / NEE
Wendell David Associates Inc’s Nextera Energy Inc Position
Does Wendell David Associates Inc own Nextera Energy Inc (NEE)? Yes — 249.4K shares worth $23M (+2.52% of its 13F portfolio) as of Q1 2026, down from 250.7K shares the prior filed quarter.
Position Value
$23M
Q1 2026
Shares
249.4K
% of Portfolio
+2.52%
Quarters Held
29
currently held
Position History NEE
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 249.4K | $23M | +2.52% |
| Q4 2025 | 250.7K | $20M | +2.04% |
| Q3 2025 | 249.1K | $19M | +1.86% |
| Q2 2025 | 248.3K | $17M | +1.73% |
| Q1 2025 | 253.5K | $18M | +1.79% |
| Q4 2024 | 253.0K | $18M | +1.79% |
| Q3 2024 | 253.1K | $21M | +2.05% |
| Q2 2024 | 247.3K | $18M | +1.78% |
| Q1 2024 | 240.1K | $15M | +1.55% |
| Q4 2023 | 235.2K | $14M | +1.54% |
| Q3 2023 | 228.0K | $13M | +1.54% |
| Q2 2023 | 216.6K | $16M | +1.82% |
| Q1 2023 | 219.2K | $17M | +2.00% |
| Q4 2022 | 220.4K | $18M | +2.26% |
| Q3 2022 | 221.4K | $17M | +2.34% |
| Q2 2022 | 221.7K | $17M | +2.18% |
| Q1 2022 | 220.7K | $19M | +2.08% |
| Q4 2021 | 220.9K | $21M | +2.09% |
| Q3 2021 | 229.3K | $18M | +2.01% |
| Q2 2021 | 225.4K | $17M | +1.85% |
| Q1 2021 | 220.0K | $17M | +2.00% |
| Q4 2020 | 212.7K | $16M | +2.01% |
| Q3 2020 | 52.6K | $15M | +1.95% |
| Q2 2020 | 53.0K | $13M | +1.84% |
| Q1 2020 | 53.5K | $13M | +2.18% |
| Q4 2019 | 54.7K | $13M | +1.83% |
| Q3 2019 | 54.8K | $13M | +1.87% |
| Q2 2019 | 55.3K | $11M | +1.70% |
| Q1 2019 | 55.3K | $11M | +1.66% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wendell David Associates Inc’s full portfolio or all institutional holders of NEE.