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Grimes & Company’s NextEra Energy NEE Stock Holding History

Grimes & Company’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 		$2.51M Buy
28,547
+9,724
+52% +$880K 0.05% 179
2026
Q1 		$1.75M Buy
18,823
+446
+2% +$39.7K 0.05% 191
2025
Q4 		$1.48M Buy
18,377
+762
+4% +$63.1K 0.04% 216
2025
Q3 		$1.33M Buy
17,615
+223
+1% +$16.3K 0.03% 213
2025
Q2 		$1.21M Buy
17,392
+3,322
+24% +$231K 0.03% 199
2025
Q1 		$997K Sell
14,070
-884
-6% -$62.4K 0.03% 187
2024
Q4 		$1.07M Buy
14,954
+4,182
+39% +$325K 0.03% 191
2024
Q3 		$911K Buy
10,772
+621
+6% +$48.5K 0.02% 189
2024
Q2 		$719K Sell
10,151
-798
-7% -$56.6K 0.02% 195
2024
Q1 		$700K Sell
10,949
-502
-4% -$29.4K 0.02% 201
2023
Q4 		$696K Sell
11,451
-1,949
-15% -$111K 0.02% 197
2023
Q3 		$768K Sell
13,400
-441
-3% -$30.5K 0.03% 178
2023
Q2 		$1.03M Buy
13,841
+966
+8% +$73.1K 0.04% 156
2023
Q1 		$992K Buy
12,875
+18
+0.1% +$1.38K 0.04% 155
2022
Q4 		$1.07M Sell
12,857
-4,027
-24% -$325K 0.05% 156
2022
Q3 		$1.32M Sell
16,884
-27
-0.2% -$2.29K 0.07% 125
2022
Q2 		$1.31M Buy
16,911
+63
+0.4% +$4.8K 0.07% 128
2022
Q1 		$1.43M Buy
16,848
+230
+1% +$18.4K 0.07% 135
2021
Q4 		$1.55M Sell
16,618
-128
-0.8% -$11.1K 0.07% 134
2021
Q3 		$1.31M Sell
16,746
-83
-0.5% -$6.69K 0.06% 137
2021
Q2 		$1.23M Buy
16,829
+248
+1% +$18.6K 0.05% 140
2021
Q1 		$1.25M Sell
16,581
-5,251
-24% -$410K 0.06% 134
2020
Q4 		$1.68M Buy
21,832
+5,704
+35% +$427K 0.09% 115
2020
Q3 		$1.12M Hold
16,128
– – 0.07% 122
2020
Q2 		$969K Hold
16,128
– – 0.07% 126
2020
Q1 		$970K Buy
16,128
+44
+0.3% +$2.77K 0.09% 117
2019
Q4 		$974K Buy
16,084
+2,020
+14% +$118K 0.06% 134
2019
Q3 		$819K Sell
14,064
-60
-0.4% -$3.25K 0.06% 138
2019
Q2 		$724K Hold
14,124
– – 0.05% 146
2019
Q1 		$682K Buy
14,124
+52
+0.4% +$2.38K 0.05% 139
2018
Q4 		$611K Sell
14,072
-280
-2% -$12.2K 0.06% 134
2018
Q3 		$601K Sell
14,352
-380
-3% -$16.2K 0.05% 148
2018
Q2 		$615K Buy
14,732
+80
+0.5% +$3.23K 0.05% 146
2018
Q1 		$598K Buy
14,652
+3,488
+31% +$135K 0.06% 144
2017
Q4 		$436K Buy
11,164
+112
+1% +$4.32K 0.04% 155
2017
Q3 		$405K Hold
11,052
– – 0.04% 149
2017
Q2 		$388K Hold
11,052
– – 0.04% 150
2017
Q1 		$354K Hold
11,052
– – 0.04% 156
2016
Q4 		$330K Sell
11,052
-40
-0.4% -$1.2K 0.04% 161
2016
Q3 		$339K Hold
11,092
– – 0.05% 151
2016
Q2 		$362K Hold
11,092
– – 0.05% 148
2016
Q1 		$328K Sell
11,092
-800
-7% -$22.5K 0.04% 146
2015
Q4 		$309K Buy
11,892
+800
+7% +$20.2K 0.04% 151
2015
Q3 		$271K Hold
11,092
– – 0.03% 151
2015
Q2 		$272K Sell
11,092
-1,040
-9% -$26.4K 0.04% 151
2015
Q1 		$316K Buy
12,132
+1,064
+10% +$28.1K 0.08% 116
2014
Q4 		$294K Buy
11,068
+64
+0.6% +$1.62K 0.08% 123
2014
Q3 		$258K Buy
11,004
+72
+0.7% +$1.74K 0.07% 123
2014
Q2 		$280K Sell
10,932
-1,080
-9% -$26.3K 0.07% 125
2014
Q1 		$287K Buy
12,012
+872
+8% +$19.8K 0.08% 120
2013
Q4 		$238K Buy
11,140
+72
+0.7% +$1.52K 0.07% 121
2013
Q3 		$222K Buy
11,068
+76
+0.7% +$1.57K 0.08% 121
2013
Q2 		$224K Buy
+10,992
New +$218K 0.08% 107

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

Grimes & Company's NEE Position: Q2 2026 in Review

Grimes & Company increased its NextEra Energy (NEE) stake by 52% in Q2 2026, buying an estimated $880K and bringing the position to 28,547 shares worth $2.51M. The position accounts for 0.05% of the portfolio, ranked #179.

Grimes & Company first reported a position in NEE in Q2 2013 and has held it in 53 quarters since. 1,451 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Grimes & Company held 28,547 shares of NextEra Energy worth $2.51M as of Q2 2026.
  • Grimes & Company bought 9,724 NextEra Energy shares in Q2 2026, an estimated $880K.
  • NextEra Energy made up 0.05% of Grimes & Company's portfolio in Q2 2026, its #179 holding.
  • Grimes & Company first reported a position in NextEra Energy in Q2 2013 and has held it in 53 quarters since.
  • 1,451 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.