Cramer Rosenthal McGlynn’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $9.93M | Buy |
106,951
+100,064
| +1,453% | +$8.9M | 0.73% | 54 |
|
|
2025
Q4 | $553K | Sell |
6,887
-140,957
| -95% | -$11.7M | 0.04% | 87 |
|
|
2025
Q3 | $11.2M | Buy |
147,844
+40,719
| +38% | +$2.98M | 0.7% | 54 |
|
|
2025
Q2 | $7.44M | Buy |
107,125
+12,196
| +13% | +$847K | 0.51% | 64 |
|
|
2025
Q1 | $6.73M | Buy |
94,929
+38,516
| +68% | +$2.72M | 0.48% | 65 |
|
|
2024
Q4 | $4.04M | Sell |
56,413
-113,556
| -67% | -$8.82M | 0.23% | 89 |
|
|
2024
Q3 | $14.4M | Buy |
169,969
+10,343
| +6% | +$807K | 0.8% | 52 |
|
|
2024
Q2 | $11.3M | Buy |
159,626
+6,438
| +4% | +$457K | 0.66% | 58 |
|
|
2024
Q1 | $9.79M | Sell |
153,188
-3,713
| -2% | -$218K | 0.53% | 59 |
|
|
2023
Q4 | $9.53M | Sell |
156,901
-44,835
| -22% | -$2.56M | 0.52% | 67 |
|
|
2023
Q3 | $11.6M | Sell |
201,736
-60,199
| -23% | -$4.17M | 0.65% | 59 |
|
|
2023
Q2 | $19.4M | Sell |
261,935
-3,193
| -1% | -$242K | 0.97% | 42 |
|
|
2023
Q1 | $20.4M | Buy |
265,128
+36,227
| +16% | +$2.79M | 0.92% | 44 |
|
|
2022
Q4 | $19.1M | Buy |
228,901
+17,405
| +8% | +$1.41M | 0.84% | 52 |
|
|
2022
Q3 | $16.6M | Sell |
211,496
-18,536
| -8% | -$1.57M | 0.8% | 50 |
|
|
2022
Q2 | $17.8M | Buy |
230,032
+57,057
| +33% | +$4.34M | 0.82% | 50 |
|
|
2022
Q1 | $14.7M | Sell |
172,975
-35,965
| -17% | -$2.88M | 0.57% | 66 |
|
|
2021
Q4 | $19.5M | Buy |
208,940
+7,586
| +4% | +$656K | 0.63% | 63 |
|
|
2021
Q3 | $15.8M | Buy |
201,354
+2,654
| +1% | +$214K | 0.54% | 71 |
|
|
2021
Q2 | $14.6M | Buy |
198,700
+37,527
| +23% | +$2.82M | 0.47% | 73 |
|
|
2021
Q1 | $12.2M | Sell |
161,173
-3,806
| -2% | -$297K | 0.4% | 74 |
|
|
2020
Q4 | $12.7M | Buy |
164,979
+25,507
| +18% | +$1.91M | 0.4% | 74 |
|
|
2020
Q3 | $9.68M | Sell |
139,472
-75,164
| -35% | -$5.19M | 0.39% | 74 |
|
|
2020
Q2 | $12.9M | Sell |
214,636
-94,588
| -31% | -$5.66M | 0.52% | 63 |
|
|
2020
Q1 | $18.6M | Sell |
309,224
-280,044
| -48% | -$17.6M | 0.88% | 53 |
|
|
2019
Q4 | $35.7M | Sell |
589,268
-47,080
| -7% | -$2.75M | 1.01% | 35 |
|
|
2019
Q3 | $37.1M | Buy |
636,348
+237,372
| +59% | +$12.8M | 1.05% | 33 |
|
|
2019
Q2 | $20.4M | Sell |
398,976
-333,164
| -46% | -$16.4M | 0.56% | 71 |
|
|
2019
Q1 | $35.4M | Sell |
732,140
-39,780
| -5% | -$1.82M | 0.84% | 45 |
|
|
2018
Q4 | $33.5M | Buy |
771,920
+139,060
| +22% | +$6.08M | 0.85% | 49 |
|
|
2018
Q3 | $26.5M | Sell |
632,860
-165,304
| -21% | -$7.04M | 0.51% | 76 |
|
|
2018
Q2 | $33.3M | Sell |
798,164
-385,808
| -33% | -$15.6M | 0.6% | 70 |
|
|
2018
Q1 | $48.3M | Sell |
1,183,972
-45,940
| -4% | -$1.77M | 0.79% | 58 |
|
|
2017
Q4 | $48M | Sell |
1,229,912
-72,340
| -6% | -$2.79M | 0.77% | 59 |
|
|
2017
Q3 | $47.7M | Sell |
1,302,252
-998,524
| -43% | -$36.6M | 0.77% | 53 |
|
|
2017
Q2 | $80.6M | Sell |
2,300,776
-344,528
| -13% | -$11.8M | 1.23% | 18 |
|
|
2017
Q1 | $84.9M | Buy |
2,645,304
+287,100
| +12% | +$9.03M | 1.3% | 9 |
|
|
2016
Q4 | $70.4M | Buy |
2,358,204
+108,980
| +5% | +$3.26M | 1.05% | 23 |
|
|
2016
Q3 | $68.8M | Buy |
2,249,224
+807,524
| +56% | +$25.4M | 1.06% | 23 |
|
|
2016
Q2 | $47M | Sell |
1,441,700
-277,060
| -16% | -$8.32M | 0.76% | 49 |
|
|
2016
Q1 | $50.9M | Sell |
1,718,760
-147,540
| -8% | -$4.14M | 0.8% | 44 |
|
|
2015
Q4 | $48.5M | Buy |
1,866,300
+9,620
| +0.5% | +$243K | 0.73% | 58 |
|
|
2015
Q3 | $45.3M | Buy |
+1,856,680
| New | +$47.2M | 0.61% | 71 |
|
Other funds holding NEE
VCM
VPM
Cramer Rosenthal McGlynn's NEE Position: Q1 2026 in Review
Cramer Rosenthal McGlynn increased its NextEra Energy (NEE) stake by 1,453% in Q1 2026, buying an estimated $8.9M and bringing the position to 106,951 shares worth $9.93M. The position accounts for 0.73% of the portfolio, ranked #54.
Cramer Rosenthal McGlynn first reported a position in NEE in Q3 2015 and has held it in 43 quarters since. The position peaked at $84.9M in Q1 2017. 3,028 funds tracked by Wall St. Rank hold NEE as of Q1 2026.
- Cramer Rosenthal McGlynn held 106,951 shares of NextEra Energy worth $9.93M as of Q1 2026.
- Cramer Rosenthal McGlynn bought 100,064 NextEra Energy shares in Q1 2026, an estimated $8.9M.
- NextEra Energy made up 0.73% of Cramer Rosenthal McGlynn's portfolio in Q1 2026, its #54 holding.
- Cramer Rosenthal McGlynn first reported a position in NextEra Energy in Q3 2015 and has held it in 43 quarters since.
- Cramer Rosenthal McGlynn's NextEra Energy position peaked at $84.9M in Q1 2017.
- 3,028 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.
Based on Cramer Rosenthal McGlynn's 13F filing for Q1 2026, filed 15 May 2026.