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Gries Financial’s NextEra Energy NEE Stock Holding History

Gries Financial’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
2025
Q3 		$2.12M Buy
28,102
+22,916
+442% +$1.67M 0.34% 66
2025
Q2 		$360K Sell
5,186
-224
-4% -$15.6K 0.07% 198
2025
Q1 		$384K Sell
5,410
-1,094
-17% -$77.2K 0.07% 187
2024
Q4 		$466K Buy
6,504
+1,375
+27% +$107K 0.08% 170
2024
Q3 		$434K Sell
5,129
-7
-0.1% -$546 0.08% 171
2024
Q2 		$364K Buy
5,136
+931
+22% +$66.1K 0.07% 169
2024
Q1 		$269K Buy
4,205
+826
+24% +$48.4K 0.04% 233
2023
Q4 		$205K Sell
3,379
-958
-22% -$54.6K 0.05% 207
2023
Q3 		$248K Buy
4,337
+740
+21% +$51.2K 0.07% 165
2023
Q2 		$267K Hold
3,597
– – 0.07% 144
2023
Q1 		$277K Sell
3,597
-733
-17% -$56.4K 0.08% 147
2022
Q4 		$362K Sell
4,330
-7,200
-62% -$582K 0.12% 119
2022
Q3 		$904K Sell
11,530
-44
-0.4% -$3.73K 0.38% 79
2022
Q2 		$897K Hold
11,574
– – 0.43% 66
2022
Q1 		$980K Hold
11,574
– – 0.36% 78
2021
Q4 		$1.08M Buy
11,574
+128
+1% +$11.1K 0.44% 62
2021
Q3 		$899K Buy
11,446
+230
+2% +$18.5K 0.28% 86
2021
Q2 		$896K Hold
11,216
– – 0.29% 81
2021
Q1 		$815K Buy
+11,216
New +$875K 0.26% 90

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Gries Financial's NEE Position: Q3 2025 in Review

Gries Financial increased its NextEra Energy (NEE) stake by 442% in Q3 2025, buying an estimated $1.67M and bringing the position to 28,102 shares worth $2.12M. The position accounts for 0.34% of the portfolio, ranked #66.

Gries Financial first reported a position in NEE in Q1 2021 and has held it in 19 quarters since. 2,749 funds tracked by Wall St. Rank hold NEE as of Q3 2025.

  • Gries Financial held 28,102 shares of NextEra Energy worth $2.12M as of Q3 2025.
  • Gries Financial bought 22,916 NextEra Energy shares in Q3 2025, an estimated $1.67M.
  • NextEra Energy made up 0.34% of Gries Financial's portfolio in Q3 2025, its #66 holding.
  • Gries Financial first reported a position in NextEra Energy in Q1 2021 and has held it in 19 quarters since.
  • 2,749 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2025.

Based on Gries Financial's 13F filing for Q3 2025, filed 22 Oct 2025.