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Gradient Investments’s NextEra Energy NEE Stock Holding History

Gradient Investments’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 		$26.4M Buy
300,571
+53,055
+21% +$4.8M 0.36% 83
2026
Q1 		$23M Sell
247,516
-18,182
-7% -$1.62M 0.36% 85
2025
Q4 		$21.3M Sell
265,698
-176,748
-40% -$14.6M 0.34% 92
2025
Q3 		$33.4M Buy
442,446
+17,248
+4% +$1.26M 0.56% 62
2025
Q2 		$29.5M Buy
425,198
+21,987
+5% +$1.53M 0.54% 63
2025
Q1 		$28.6M Buy
403,211
+33,699
+9% +$2.38M 0.58% 59
2024
Q4 		$26.5M Buy
369,512
+26,388
+8% +$2.05M 0.54% 56
2024
Q3 		$29M Sell
343,124
-88,960
-21% -$6.94M 0.6% 55
2024
Q2 		$30.6M Sell
432,084
-33,858
-7% -$2.4M 0.69% 43
2024
Q1 		$29.8M Buy
465,942
+61,053
+15% +$3.58M 0.69% 42
2023
Q4 		$24.6M Buy
404,889
+22,556
+6% +$1.29M 0.59% 44
2023
Q3 		$21.9M Buy
382,333
+13,295
+4% +$920K 0.58% 49
2023
Q2 		$27.4M Buy
369,038
+24,350
+7% +$1.84M 0.71% 39
2023
Q1 		$26.6M Buy
344,688
+248,979
+260% +$19.1M 0.72% 33
2022
Q4 		$8M Sell
95,709
-187,654
-66% -$15.2M 0.25% 121
2022
Q3 		$22.2M Buy
283,363
+845
+0.3% +$71.7K 0.68% 33
2022
Q2 		$21.9M Sell
282,518
-63,367
-18% -$4.82M 0.64% 27
2022
Q1 		$29.3M Sell
345,885
-4,882
-1% -$391K 0.75% 27
2021
Q4 		$32.7M Buy
350,767
+6,671
+2% +$577K 0.83% 25
2021
Q3 		$27M Buy
344,096
+218,747
+175% +$17.6M 0.76% 26
2021
Q2 		$9.19M Buy
125,349
+27,262
+28% +$2.05M 0.27% 109
2021
Q1 		$7.42M Buy
98,087
+81,719
+499% +$6.38M 0.24% 115
2020
Q4 		$4.54M Sell
16,368
-49,452
-75% -$3.7M 0.19% 115
2020
Q3 		$4.57M Buy
65,820
+8,924
+16% +$616K 0.19% 115
2020
Q2 		$3.42M Buy
56,896
+6,616
+13% +$396K 0.16% 120
2020
Q1 		$3.02M Buy
50,280
+3,640
+8% +$229K 0.16% 109
2019
Q4 		$2.82M Buy
46,640
+1,688
+4% +$98.6K 0.13% 114
2019
Q3 		$2.62M Buy
44,952
+5,080
+13% +$275K 0.13% 114
2019
Q2 		$2.04M Buy
39,872
+18,960
+91% +$933K 0.1% 117
2019
Q1 		$1.01M Buy
20,912
+4,712
+29% +$215K 0.07% 138
2018
Q4 		$704K Buy
16,200
+196
+1% +$8.57K 0.04% 151
2018
Q3 		$671K Hold
16,004
– – 0.03% 178
2018
Q2 		$668K Sell
16,004
-988
-6% -$39.9K 0.04% 178
2018
Q1 		$694K Sell
16,992
-388
-2% -$15K 0.04% 150
2017
Q4 		$679K Sell
17,380
-192
-1% -$7.41K 0.04% 154
2017
Q3 		$644K Buy
17,572
+320
+2% +$11.7K 0.04% 146
2017
Q2 		$604K Buy
17,252
+8
+0% +$273 0.04% 141
2017
Q1 		$553K Buy
17,244
+4,000
+30% +$126K 0.04% 123
2016
Q4 		$396K Sell
13,244
-448
-3% -$13.4K 0.03% 135
2016
Q3 		$419K Buy
13,692
+1,872
+16% +$59K 0.04% 130
2016
Q2 		$385K Buy
11,820
+9,896
+514% +$297K 0.04% 129
2016
Q1 		$57K Sell
1,924
-524
-21% -$14.7K 0.01% 239
2015
Q4 		$64K Buy
2,448
+108
+5% +$2.73K 0.01% 233
2015
Q3 		$57K Hold
2,340
– – 0.01% 223
2015
Q2 		$57K Sell
2,340
-168
-7% -$4.27K 0.01% 230
2015
Q1 		$65K Sell
2,508
-372
-13% -$9.81K 0.01% 219
2014
Q4 		$77K Buy
2,880
+1,196
+71% +$30.2K 0.01% 201
2014
Q3 		$40K Hold
1,684
– – 0.01% 230
2014
Q2 		$43K Buy
1,684
+1,524
+953% +$37.1K 0.01% 229
2014
Q1 		$4K Sell
160
-760
-83% -$17.2K ﹤0.01% 412
2013
Q4 		$20K Buy
+920
New +$19.4K 0.01% 302

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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Gradient Investments's NEE Position: Q2 2026 in Review

Gradient Investments increased its NextEra Energy (NEE) stake by 21% in Q2 2026, buying an estimated $4.8M and bringing the position to 300,571 shares worth $26.4M. The position accounts for 0.36% of the portfolio, ranked #83.

Gradient Investments first reported a position in NEE in Q4 2013 and has held it in 51 quarters since. The position peaked at $33.4M in Q3 2025. 1,163 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Gradient Investments held 300,571 shares of NextEra Energy worth $26.4M as of Q2 2026.
  • Gradient Investments bought 53,055 NextEra Energy shares in Q2 2026, an estimated $4.8M.
  • NextEra Energy made up 0.36% of Gradient Investments's portfolio in Q2 2026, its #83 holding.
  • Gradient Investments first reported a position in NextEra Energy in Q4 2013 and has held it in 51 quarters since.
  • Gradient Investments's NextEra Energy position peaked at $33.4M in Q3 2025.
  • 1,163 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.