SEC 13F Intelligence

Wd Rutherford LLC / NEE

Wd Rutherford LLC’s Nextera Energy Inc Position

Does Wd Rutherford LLC own Nextera Energy Inc (NEE)? Yes33.4K shares worth $3M (+1.38% of its 13F portfolio) as of Q1 2026, up from 33.3K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
33.4K
% of Portfolio
+1.38%
Quarters Held
22
currently held

Position History NEE

Reported value by quarter
Q4 ’20: $1MQ4 ’20Q1 ’21: $1MQ2 ’21: $1MQ3 ’21: $1MQ3 ’21Q4 ’21: $1MQ1 ’22: $1MQ2 ’22: $1MQ2 ’22Q3 ’22: $1MQ4 ’22: $1MQ1 ’23: $982,230Q1 ’23Q2 ’23: $917,335Q3 ’23: $1MQ4 ’23: $1MQ4 ’23Q1 ’24: $1MQ2 ’24: $2MQ3 ’24: $2MQ3 ’24Q4 ’24: $2MQ1 ’25: $2MQ2 ’25: $2MQ2 ’25Q3 ’25: $2MQ4 ’25: $3MQ1 ’26: $3MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202633.4K$3M+1.38%
Q4 202533.3K$3M+1.12%
Q3 202532.8K$2M+1.05%
Q2 202531.9K$2M+1.02%
Q1 202529.2K$2M+1.05%
Q4 202424.7K$2M+0.84%
Q3 202423.7K$2M+0.98%
Q2 202422.7K$2M+0.81%
Q1 202420.8K$1M+0.69%
Q4 202319.3K$1M+0.64%
Q3 202321.7K$1M+0.85%
Q2 202312.4K$917,335+0.59%
Q1 202312.7K$982,230+0.69%
Q4 202212.8K$1M+0.84%
Q3 202213.6K$1M+0.86%
Q2 202214.3K$1M+0.86%
Q1 202214.3K$1M+0.69%
Q4 202114.4K$1M+0.68%
Q3 202114.5K$1M+0.62%
Q2 202114.6K$1M+0.59%
Q1 202114.3K$1M+0.67%
Q4 202013.2K$1M+0.64%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wd Rutherford LLC’s full portfolio or all institutional holders of NEE.