GW&K Investment Management’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
Q1 | $510K | Buy |
5,489
+376
| +7% | +$33.4K | ﹤0.01% | 348 |
|
|
2025
Q4 | $410K | Buy |
5,113
+65
| +1% | +$5.38K | ﹤0.01% | 357 |
|
|
2025
Q3 | $381K | Buy |
5,048
+161
| +3% | +$11.8K | ﹤0.01% | 360 |
|
|
2025
Q2 | $339K | Buy |
4,887
+343
| +8% | +$23.8K | ﹤0.01% | 355 |
|
|
2025
Q1 | $322K | Buy |
4,544
+462
| +11% | +$32.6K | ﹤0.01% | 358 |
|
|
2024
Q4 | $293K | Buy |
4,082
+1
| +0% | +$78 | ﹤0.01% | 354 |
|
|
2024
Q3 | $345K | Sell |
4,081
-112
| -3% | -$8.74K | ﹤0.01% | 341 |
|
|
2024
Q2 | $297K | Sell |
4,193
-86
| -2% | -$6.1K | ﹤0.01% | 343 |
|
|
2024
Q1 | $273K | Sell |
4,279
-2,246
| -34% | -$132K | ﹤0.01% | 340 |
|
|
2023
Q4 | $396K | Sell |
6,525
-8,813
| -57% | -$502K | ﹤0.01% | 336 |
|
|
2023
Q3 | $879K | Sell |
15,338
-181,258
| -92% | -$12.5M | 0.01% | 320 |
|
|
2023
Q2 | $14.6M | Sell |
196,596
-485,237
| -71% | -$36.7M | 0.14% | 206 |
|
|
2023
Q1 | $52.6M | Buy |
681,833
+3,455
| +0.5% | +$266K | 0.51% | 79 |
|
|
2022
Q4 | $56.7M | Sell |
678,378
-6,162
| -0.9% | -$498K | 0.58% | 51 |
|
|
2022
Q3 | $53.7M | Sell |
684,540
-12,014
| -2% | -$1.02M | 0.59% | 51 |
|
|
2022
Q2 | $54M | Sell |
696,554
-8,800
| -1% | -$670K | 0.58% | 53 |
|
|
2022
Q1 | $59.8M | Sell |
705,354
-428,993
| -38% | -$34.4M | 0.53% | 61 |
|
|
2021
Q4 | $106M | Sell |
1,134,347
-8,424
| -0.7% | -$728K | 0.89% | 14 |
|
|
2021
Q3 | $89.7M | Buy |
1,142,771
+1,644
| +0.1% | +$133K | 0.8% | 21 |
|
|
2021
Q2 | $83.6M | Buy |
1,141,127
+26,979
| +2% | +$2.02M | 0.73% | 26 |
|
|
2021
Q1 | $84.2M | Sell |
1,114,148
-27,012
| -2% | -$2.11M | 0.78% | 21 |
|
|
2020
Q4 | $88M | Sell |
1,141,160
-6,860
| -0.6% | -$513K | 0.92% | 11 |
|
|
2020
Q3 | $79.7M | Sell |
1,148,020
-12,916
| -1% | -$892K | 1.04% | 7 |
|
|
2020
Q2 | $69.7M | Buy |
1,160,936
+30,452
| +3% | +$1.82M | 0.98% | 12 |
|
|
2020
Q1 | $68M | Sell |
1,130,484
-71,792
| -6% | -$4.51M | 1.2% | 5 |
|
|
2019
Q4 | $72.8M | Sell |
1,202,276
-6,408
| -0.5% | -$374K | 0.97% | 12 |
|
|
2019
Q3 | $70.4M | Sell |
1,208,684
-23,996
| -2% | -$1.3M | 0.99% | 12 |
|
|
2019
Q2 | $63.1M | Sell |
1,232,680
-21,356
| -2% | -$1.05M | 0.96% | 9 |
|
|
2019
Q1 | $60.6M | Sell |
1,254,036
-9,896
| -0.8% | -$452K | 0.98% | 11 |
|
|
2018
Q4 | $54.9M | Sell |
1,263,932
-30,532
| -2% | -$1.34M | 1.08% | 10 |
|
|
2018
Q3 | $54.2M | Buy |
1,294,464
+36,300
| +3% | +$1.55M | 0.87% | 20 |
|
|
2018
Q2 | $52.5M | Sell |
1,258,164
-35,192
| -3% | -$1.42M | 0.86% | 20 |
|
|
2018
Q1 | $52.8M | Sell |
1,293,356
-48,328
| -4% | -$1.86M | 0.89% | 22 |
|
|
2017
Q4 | $52.4M | Sell |
1,341,684
-30,320
| -2% | -$1.17M | 0.9% | 23 |
|
|
2017
Q3 | $50.3M | Sell |
1,372,004
-10,900
| -0.8% | -$399K | 0.84% | 25 |
|
|
2017
Q2 | $48.4M | Buy |
1,382,904
+254,120
| +23% | +$8.69M | 0.84% | 29 |
|
|
2017
Q1 | $36.2M | Buy |
1,128,784
+25,500
| +2% | +$802K | 0.68% | 57 |
|
|
2016
Q4 | $33M | Buy |
1,103,284
+823,208
| +294% | +$24.6M | 0.64% | 57 |
|
|
2016
Q3 | $8.56M | Buy |
280,076
+42,332
| +18% | +$1.33M | 0.16% | 173 |
|
|
2016
Q2 | $7.75M | Sell |
237,744
-4,456
| -2% | -$134K | 0.16% | 166 |
|
|
2016
Q1 | $7.17M | Buy |
242,200
+512
| +0.2% | +$14.4K | 0.16% | 169 |
|
|
2015
Q4 | $6.28M | Buy |
241,688
+768
| +0.3% | +$19.4K | 0.15% | 162 |
|
|
2015
Q3 | $5.88M | Sell |
240,920
-5,056
| -2% | -$129K | 0.14% | 166 |
|
|
2015
Q2 | $6.03M | Sell |
245,976
-1,956
| -0.8% | -$49.7K | 0.14% | 164 |
|
|
2015
Q1 | $6.45M | Sell |
247,932
-6,456
| -3% | -$170K | 0.15% | 162 |
|
|
2014
Q4 | $6.76M | Sell |
254,388
-4,848
| -2% | -$122K | 0.16% | 153 |
|
|
2014
Q3 | $6.08M | Sell |
259,236
-1,200
| -0.5% | -$29K | 0.16% | 156 |
|
|
2014
Q2 | $6.67M | Sell |
260,436
-547,676
| -68% | -$13.3M | 0.17% | 149 |
|
|
2014
Q1 | $19.3M | Buy |
808,112
+21,572
| +3% | +$489K | 0.52% | 83 |
|
|
2013
Q4 | $16.8M | Buy |
786,540
+6,832
| +0.9% | +$144K | 0.46% | 90 |
|
|
2013
Q3 | $15.6M | Buy |
779,708
+28,988
| +4% | +$598K | 0.48% | 88 |
|
|
2013
Q2 | $15.3M | Buy |
+750,720
| New | +$14.9M | 0.57% | 84 |
|
Other funds holding NEE
VCM
VPM
GW&K Investment Management's NEE Position: Q1 2026 in Review
GW&K Investment Management increased its NextEra Energy (NEE) stake by 7.4% in Q1 2026, buying an estimated $33.4K and bringing the position to 5,489 shares worth $510K. The position accounts for ﹤0.01% of the portfolio, ranked #348.
GW&K Investment Management first reported a position in NEE in Q2 2013 and has held it in 52 quarters since. The position peaked at $106M in Q4 2021. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.
- GW&K Investment Management held 5,489 shares of NextEra Energy worth $510K as of Q1 2026.
- GW&K Investment Management bought 376 NextEra Energy shares in Q1 2026, an estimated $33.4K.
- NextEra Energy made up ﹤0.01% of GW&K Investment Management's portfolio in Q1 2026, its #348 holding.
- GW&K Investment Management first reported a position in NextEra Energy in Q2 2013 and has held it in 52 quarters since.
- GW&K Investment Management's NextEra Energy position peaked at $106M in Q4 2021.
- 3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.
Based on GW&K Investment Management's 13F filing for Q1 2026, filed 13 May 2026.