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Chesley Taft & Associates’s NextEra Energy NEE Stock Holding History

Chesley Taft & Associates’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 		$12.7M Buy
144,257
+5,724
+4% +$518K 0.49% 53
2026
Q1 		$12.9M Sell
138,533
-5,902
-4% -$525K 0.54% 51
2025
Q4 		$11.6M Buy
144,435
+243
+0.2% +$20.1K 0.46% 53
2025
Q3 		$10.9M Sell
144,192
-1,225
-0.8% -$89.5K 0.46% 54
2025
Q2 		$10.1M Sell
145,417
-2,062
-1% -$143K 0.45% 58
2025
Q1 		$10.5M Buy
147,479
+1,561
+1% +$110K 0.51% 55
2024
Q4 		$10.5M Sell
145,918
-2,223
-2% -$173K 0.49% 54
2024
Q3 		$12.5M Buy
148,141
+3,755
+3% +$293K 0.6% 49
2024
Q2 		$10.2M Buy
144,386
+13,225
+10% +$938K 0.51% 52
2024
Q1 		$8.38M Buy
131,161
+3,473
+3% +$203K 0.43% 59
2023
Q4 		$7.76M Buy
127,688
+539
+0.4% +$30.7K 0.44% 57
2023
Q3 		$7.28M Buy
127,149
+291
+0.2% +$20.1K 0.47% 54
2023
Q2 		$9.41M Sell
126,858
-2,528
-2% -$191K 0.58% 51
2023
Q1 		$9.97M Buy
129,386
+3,532
+3% +$272K 0.65% 44
2022
Q4 		$10.5M Buy
125,854
+574
+0.5% +$46.4K 0.72% 42
2022
Q3 		$9.82M Buy
125,280
+401
+0.3% +$34K 0.72% 40
2022
Q2 		$9.67M Buy
124,879
+40
+0% +$3.04K 0.66% 45
2022
Q1 		$10.5M Buy
124,839
+305
+0.2% +$24.4K 0.61% 48
2021
Q4 		$11.6M Buy
124,534
+340
+0.3% +$29.4K 0.6% 50
2021
Q3 		$9.75M Buy
124,194
+1,385
+1% +$112K 0.56% 51
2021
Q2 		$9M Sell
122,809
-100
-0.1% -$7.5K 0.52% 56
2021
Q1 		$9.44M Buy
122,909
+1,450
+1% +$113K 0.56% 55
2020
Q4 		$9.37M Buy
121,459
+1,991
+2% +$149K 0.6% 50
2020
Q3 		$8.29M Sell
119,468
-3,252
-3% -$225K 0.59% 49
2020
Q2 		$7.37M Buy
122,720
+600
+0.5% +$35.9K 0.56% 48
2020
Q1 		$7.35M Buy
122,120
+8,640
+8% +$543K 0.67% 43
2019
Q4 		$6.87M Buy
113,480
+15,780
+16% +$921K 0.49% 60
2019
Q3 		$5.69M Buy
97,700
+5,864
+6% +$317K 0.44% 63
2019
Q2 		$4.7M Buy
91,836
+3,440
+4% +$169K 0.37% 69
2019
Q1 		$4.27M Buy
88,396
+1,280
+1% +$58.5K 0.36% 70
2018
Q4 		$3.79M Buy
87,116
+37,100
+74% +$1.62M 0.37% 72
2018
Q3 		$2.1M Hold
50,016
– – 0.17% 114
2018
Q2 		$2.09M Hold
50,016
– – 0.18% 112
2018
Q1 		$2.04M Sell
50,016
-3,176
-6% -$122K 0.18% 112
2017
Q4 		$2.08M Sell
53,192
-1,192
-2% -$46K 0.18% 116
2017
Q3 		$1.99M Hold
54,384
– – 0.17% 120
2017
Q2 		$1.91M Hold
54,384
– – 0.17% 121
2017
Q1 		$1.75M Sell
54,384
-1,680
-3% -$52.8K 0.16% 120
2016
Q4 		$1.67M Sell
56,064
-1,200
-2% -$35.9K 0.17% 116
2016
Q3 		$1.75M Sell
57,264
-4,480
-7% -$141K 0.18% 111
2016
Q2 		$2.01M Sell
61,744
-300
-0.5% -$9.01K 0.21% 103
2016
Q1 		$1.84M Buy
62,044
+248
+0.4% +$6.96K 0.19% 103
2015
Q4 		$1.6M Sell
61,796
-4,000
-6% -$101K 0.17% 114
2015
Q3 		$1.6M Buy
65,796
+1,120
+2% +$28.5K 0.18% 107
2015
Q2 		$1.58M Hold
64,676
– – 0.16% 113
2015
Q1 		$1.68M Hold
64,676
– – 0.17% 110
2014
Q4 		$1.72M Buy
64,676
+400
+0.6% +$10.1K 0.17% 112
2014
Q3 		$1.51M Sell
64,276
-924
-1% -$22.3K 0.16% 117
2014
Q2 		$1.67M Sell
65,200
-2,520
-4% -$61.3K 0.17% 116
2014
Q1 		$1.62M Buy
67,720
+400
+0.6% +$9.06K 0.17% 113
2013
Q4 		$1.44M Hold
67,320
– – 0.14% 135
2013
Q3 		$1.35M Hold
67,320
– – 0.15% 136
2013
Q2 		$1.37M Buy
+67,320
New +$1.34M 0.16% 131

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
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Chesley Taft & Associates's NEE Position: Q2 2026 in Review

Chesley Taft & Associates increased its NextEra Energy (NEE) stake by 4.1% in Q2 2026, buying an estimated $518K and bringing the position to 144,257 shares worth $12.7M. The position accounts for 0.49% of the portfolio, ranked #53.

Chesley Taft & Associates first reported a position in NEE in Q2 2013 and has held it in 53 quarters since. The position peaked at $12.9M in Q1 2026. 560 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Chesley Taft & Associates held 144,257 shares of NextEra Energy worth $12.7M as of Q2 2026.
  • Chesley Taft & Associates bought 5,724 NextEra Energy shares in Q2 2026, an estimated $518K.
  • NextEra Energy made up 0.49% of Chesley Taft & Associates's portfolio in Q2 2026, its #53 holding.
  • Chesley Taft & Associates first reported a position in NextEra Energy in Q2 2013 and has held it in 53 quarters since.
  • Chesley Taft & Associates's NextEra Energy position peaked at $12.9M in Q1 2026.
  • 560 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.