Gemmer Asset Management’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
Q2 | $508K | Sell |
5,793
-33
| -0.6% | -$2.98K | 0.03% | 113 |
|
|
2026
Q1 | $541K | Buy |
5,826
+179
| +3% | +$15.9K | 0.04% | 105 |
|
|
2025
Q4 | $453K | Buy |
5,647
+17
| +0.3% | +$1.41K | 0.03% | 114 |
|
|
2025
Q3 | $425K | Buy |
5,630
+186
| +3% | +$13.6K | 0.03% | 111 |
|
|
2025
Q2 | $378K | Sell |
5,444
-350
| -6% | -$24.3K | 0.03% | 114 |
|
|
2025
Q1 | $411K | Buy |
5,794
+216
| +4% | +$15.2K | 0.04% | 106 |
|
|
2024
Q4 | $400K | Buy |
+5,578
| New | +$433K | 0.04% | 103 |
|
|
2022
Q2 | – | Sell |
-842
| Closed | -$71K | – | 773 |
|
|
2022
Q1 | $71K | Sell |
842
-200
| -19% | -$16K | 0.01% | 206 |
|
|
2021
Q4 | $97K | Hold |
1,042
| – | – | 0.01% | 182 |
|
|
2021
Q3 | $82K | Hold |
1,042
| – | – | 0.01% | 177 |
|
|
2021
Q2 | $76K | Buy |
1,042
+34
| +3% | +$2.55K | 0.01% | 210 |
|
|
2021
Q1 | $76K | Hold |
1,008
| – | – | 0.01% | 194 |
|
|
2020
Q4 | $78K | Hold |
1,008
| – | – | 0.01% | 170 |
|
|
2020
Q3 | $70K | Hold |
1,008
| – | – | 0.01% | 163 |
|
|
2020
Q2 | $61K | Hold |
1,008
| – | – | 0.01% | 180 |
|
|
2020
Q1 | $61K | Hold |
1,008
| – | – | 0.02% | 158 |
|
|
2019
Q4 | $61K | Sell |
1,008
-136
| -12% | -$7.94K | 0.01% | 174 |
|
|
2019
Q3 | $67K | Hold |
1,144
| – | – | 0.02% | 163 |
|
|
2019
Q2 | $59K | Hold |
1,144
| – | – | 0.02% | 172 |
|
|
2019
Q1 | $55K | Hold |
1,144
| – | – | 0.02% | 185 |
|
|
2018
Q4 | $50K | Hold |
1,144
| – | – | 0.02% | 176 |
|
|
2018
Q3 | $48K | Hold |
1,144
| – | – | 0.01% | 186 |
|
|
2018
Q2 | $48K | Hold |
1,144
| – | – | 0.02% | 189 |
|
|
2018
Q1 | $47K | Hold |
1,144
| – | – | 0.02% | 194 |
|
|
2017
Q4 | $45K | Hold |
1,144
| – | – | 0.02% | 204 |
|
|
2017
Q3 | $42K | Hold |
1,144
| – | – | 0.02% | 202 |
|
|
2017
Q2 | $40K | Hold |
1,144
| – | – | 0.02% | 212 |
|
|
2017
Q1 | $37K | Hold |
1,144
| – | – | 0.02% | 207 |
|
|
2016
Q4 | $34K | Hold |
1,144
| – | – | 0.02% | 209 |
|
|
2016
Q3 | $35K | Hold |
1,144
| – | – | 0.02% | 213 |
|
|
2016
Q2 | $37K | Hold |
1,144
| – | – | 0.02% | 195 |
|
|
2016
Q1 | $33K | Hold |
1,144
| – | – | 0.02% | 216 |
|
|
2015
Q4 | $30K | Hold |
1,144
| – | – | 0.02% | 219 |
|
|
2015
Q3 | $28K | Buy |
+1,144
| New | +$29.1K | 0.02% | 240 |
|
|
2014
Q3 | – | Sell |
-1,144
| Closed | -$29K | – | 1456 |
|
|
2014
Q2 | $29K | Hold |
1,144
| – | – | 0.02% | 241 |
|
|
2014
Q1 | $27K | Buy |
+1,144
| New | +$25.9K | 0.02% | 244 |
|
Other funds holding NEE
Gemmer Asset Management's NEE Position: Q2 2026 in Review
Gemmer Asset Management reduced its NextEra Energy (NEE) stake by 0.57% in Q2 2026, selling an estimated $2.98K and leaving 5,793 shares worth $508K. The position accounts for 0.03% of the portfolio, ranked #113.
Gemmer Asset Management first reported a position in NEE in Q1 2014 and has held it in 36 quarters since. The position peaked at $541K in Q1 2026. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.
- Gemmer Asset Management held 5,793 shares of NextEra Energy worth $508K as of Q2 2026.
- Gemmer Asset Management sold 33 NextEra Energy shares in Q2 2026, an estimated $2.98K.
- NextEra Energy made up 0.03% of Gemmer Asset Management's portfolio in Q2 2026, its #113 holding.
- Gemmer Asset Management first reported a position in NextEra Energy in Q1 2014 and has held it in 36 quarters since.
- Gemmer Asset Management's NextEra Energy position peaked at $541K in Q1 2026.
- 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.
Based on Gemmer Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.