Great Lakes Retirement’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
$1.76M Buy
20,054
+2,411
+14% +$218K 0.16% 130
2026
Q1
$1.64M Buy
17,643
+565
+3% +$50.2K 0.17% 121
2025
Q4
$1.37M Buy
17,078
+1,010
+6% +$83.7K 0.14% 137
2025
Q3
$1.21M Buy
16,068
+2,593
+19% +$189K 0.13% 139
2025
Q2
$935K Buy
13,475
+1,352
+11% +$93.9K 0.11% 148
2025
Q1
$859K Buy
12,123
+1,060
+10% +$74.8K 0.11% 152
2024
Q4
$793K Buy
11,063
+230
+2% +$17.9K 0.1% 154
2024
Q3
$916K Buy
10,833
+1,537
+17% +$120K 0.12% 148
2024
Q2
$658K Sell
9,296
-4,543
-33% -$322K 0.09% 156
2024
Q1
$884K Sell
13,839
-6,417
-32% -$376K 0.13% 146
2023
Q4
$1.23M Sell
20,256
-80,179
-80% -$4.57M 0.2% 109
2023
Q3
$5.75M Buy
100,435
+10,371
+12% +$718K 1.04% 25
2023
Q2
$6.68M Buy
90,064
+20,573
+30% +$1.56M 1.18% 19
2023
Q1
$5.36M Buy
69,491
+63,537
+1,067% +$4.89M 1.01% 19
2022
Q4
$498K Buy
+5,954
New +$481K 0.13% 115
2020
Q1
$359K Sell
6,084
-3,576
-37% -$225K 0.16% 98
2019
Q4
$580K Buy
+9,660
New +$564K 0.18% 115

Other funds holding NEE

Great Lakes Retirement's NEE Position: Q2 2026 in Review

Great Lakes Retirement increased its NextEra Energy (NEE) stake by 14% in Q2 2026, buying an estimated $218K and bringing the position to 20,054 shares worth $1.76M. The position accounts for 0.16% of the portfolio, ranked #130.

Great Lakes Retirement first reported a position in NEE in Q4 2019 and has held it in 17 quarters since. The position peaked at $6.68M in Q2 2023. 1,442 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Great Lakes Retirement held 20,054 shares of NextEra Energy worth $1.76M as of Q2 2026.
  • Great Lakes Retirement bought 2,411 NextEra Energy shares in Q2 2026, an estimated $218K.
  • NextEra Energy made up 0.16% of Great Lakes Retirement's portfolio in Q2 2026, its #130 holding.
  • Great Lakes Retirement first reported a position in NextEra Energy in Q4 2019 and has held it in 17 quarters since.
  • Great Lakes Retirement's NextEra Energy position peaked at $6.68M in Q2 2023.
  • 1,442 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Great Lakes Retirement's 13F filing for Q2 2026, filed 30 Jul 2026.