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Great Diamond Partners’s NextEra Energy NEE Stock Holding History

Great Diamond Partners’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 		$2.57M Sell
29,322
-882
-3% -$79.8K 0.44% 71
2026
Q1 		$2.81M Sell
30,204
-744
-2% -$66.1K 0.54% 51
2025
Q4 		$2.48M Sell
30,948
-400
-1% -$33.1K 0.48% 64
2025
Q3 		$2.37M Buy
+31,348
New +$2.29M 0.46% 68
2025
Q2 		– Sell
-23,781
Closed -$1.69M – 231
2025
Q1 		$1.69M Sell
23,781
-979
-4% -$69.1K 0.46% 65
2024
Q4 		$1.78M Sell
24,760
-172
-0.7% -$13.4K 0.46% 65
2024
Q3 		$2.11M Sell
24,932
-4,117
-14% -$321K 0.54% 53
2024
Q2 		$2.06M Sell
29,049
-419
-1% -$29.7K 0.48% 56
2024
Q1 		$1.88M Buy
29,468
+1,726
+6% +$101K 0.43% 65
2023
Q4 		$1.69M Sell
27,742
-10,857
-28% -$619K 0.42% 62
2023
Q3 		$2.21M Buy
38,599
+738
+2% +$51.1K 0.6% 47
2023
Q2 		$2.81M Sell
37,861
-278
-0.7% -$21K 0.74% 34
2023
Q1 		$2.94M Sell
38,139
-6,535
-15% -$503K 0.85% 31
2022
Q4 		$3.73M Sell
44,674
-1,481
-3% -$120K 1.15% 28
2022
Q3 		$3.62M Sell
46,155
-512
-1% -$43.4K 1.24% 24
2022
Q2 		$3.61M Buy
46,667
+4
+0% +$305 1.2% 21
2022
Q1 		$3.95M Sell
46,663
-406
-0.9% -$32.5K 1.1% 20
2021
Q4 		$4.39M Sell
47,069
-7,526
-14% -$650K 1.13% 19
2021
Q3 		$4.29M Buy
54,595
+496
+0.9% +$40K 1.17% 17
2021
Q2 		$3.96M Sell
54,099
-97
-0.2% -$7.28K 1.12% 18
2021
Q1 		$4.1M Sell
54,196
-1,719
-3% -$134K 1.26% 14
2020
Q4 		$4.31M Buy
55,915
+231
+0.4% +$17.3K 1.37% 13
2020
Q3 		$3.86M Buy
55,684
+1,708
+3% +$118K 1.42% 13
2020
Q2 		$3.24M Sell
53,976
-584
-1% -$35K 1.34% 13
2020
Q1 		$3.28M Sell
54,560
-500
-0.9% -$31.4K 1.69% 9
2019
Q4 		$3.33M Buy
+55,060
New +$3.21M 1.27% 14

Other funds holding NEE

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Great Diamond Partners's NEE Position: Q2 2026 in Review

Great Diamond Partners reduced its NextEra Energy (NEE) stake by 2.9% in Q2 2026, selling an estimated $79.8K and leaving 29,322 shares worth $2.57M. The position accounts for 0.44% of the portfolio, ranked #71.

Great Diamond Partners first reported a position in NEE in Q4 2019 and has held it in 26 quarters since. The position peaked at $4.39M in Q4 2021. 1,451 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Great Diamond Partners held 29,322 shares of NextEra Energy worth $2.57M as of Q2 2026.
  • Great Diamond Partners sold 882 NextEra Energy shares in Q2 2026, an estimated $79.8K.
  • NextEra Energy made up 0.44% of Great Diamond Partners's portfolio in Q2 2026, its #71 holding.
  • Great Diamond Partners first reported a position in NextEra Energy in Q4 2019 and has held it in 26 quarters since.
  • Great Diamond Partners's NextEra Energy position peaked at $4.39M in Q4 2021.
  • 1,451 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Great Diamond Partners's 13F filing for Q2 2026, filed 17 Jul 2026.