Hemenway Trust Hemenway Trust’s NextEra Energy NEE Stock Holding History

Hemenway Trust Hemenway Trust’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 Q1	$14.3M	Buy	153,453 +38,391	+33%	+$3.41M	1.15%	30
2025 Q4	$9.24M	Buy	115,062 +2,193	+2%	+$182K	0.71%	37
2025 Q3	$8.52M	Buy	112,869 +355	+0.3%	+$25.9K	0.65%	38
2025 Q2	$7.81M	Sell	112,514 -395	-0.3%	-$27.4K	0.6%	37
2025 Q1	$8M	Buy	112,909 +8,929	+9%	+$630K	0.65%	35
2024 Q4	$7.45M	Buy	103,980 +6,547	+7%	+$509K	0.6%	36
2024 Q3	$8.24M	Buy	97,433 +7,787	+9%	+$608K	0.65%	37
2024 Q2	$6.35M	Buy	89,646 +4,641	+5%	+$329K	0.54%	34
2024 Q1	$5.43M	Buy	85,005 +15,729	+23%	+$921K	0.47%	39
2023 Q4	$4.21M	Buy	69,276 +20,580	+42%	+$1.17M	0.4%	38
2023 Q3	$2.79M	Sell	48,696 -2,222	-4%	-$154K	0.29%	45
2023 Q2	$3.78M	Buy	50,918 +2,309	+5%	+$175K	0.37%	41
2023 Q1	$3.75M	Buy	48,609 +973	+2%	+$74.8K	0.4%	41
2022 Q4	$3.98M	Buy	47,636 +5,272	+12%	+$426K	0.44%	42
2022 Q3	$3.32M	Buy	42,364 +1,533	+4%	+$130K	0.39%	44
2022 Q2	$3.16M	Buy	40,831 +7,253	+22%	+$552K	0.36%	45
2022 Q1	$2.84M	Buy	33,578 +4,702	+16%	+$377K	0.27%	48
2021 Q4	$2.7M	Buy	28,876 +1,511	+6%	+$131K	0.25%	50
2021 Q3	$2.15M	Buy	27,365 +2,298	+9%	+$185K	0.22%	50
2021 Q2	$1.84M	Buy	25,067 +6,983	+39%	+$524K	0.19%	55
2021 Q1	$1.37M	Buy	18,084 +528	+3%	+$41.2K	0.15%	66
2020 Q4	$1.35M	Buy	17,556 +3,184	+22%	+$238K	0.15%	63
2020 Q3	$997K	Buy	14,372 +3,676	+34%	+$254K	0.13%	66
2020 Q2	$642K	Buy	10,696 +288	+3%	+$17.2K	0.09%	77
2020 Q1	$626K	Buy	10,408 +748	+8%	+$47K	0.11%	72
2019 Q4	$585K	Buy	9,660 +200	+2%	+$11.7K	0.08%	81
2019 Q3	$551K	Sell	9,460 -748	-7%	-$40.5K	0.09%	78
2019 Q2	$523K	Buy	10,208 +3,000	+42%	+$148K	0.08%	84
2019 Q1	$348K	Buy	7,208 +700	+11%	+$32K	0.06%	103
2018 Q4	$283K	Sell	6,508 -500	-7%	-$21.9K	0.06%	105
2018 Q3	$294K	Hold	7,008	–	–	0.05%	109
2018 Q2	$293K	Hold	7,008	–	–	0.05%	113
2018 Q1	$286K	Sell	7,008 -5,232	-43%	-$202K	0.05%	120
2017 Q4	$478K	Hold	12,240	–	–	0.09%	98
2017 Q3	$448K	Sell	12,240 -240	-2%	-$8.79K	0.09%	88
2017 Q2	$437K	Buy	12,480 +1,200	+11%	+$41K	0.1%	89
2017 Q1	$362K	Sell	11,280 -1,200	-10%	-$37.7K	0.08%	95
2016 Q4	$373K	Hold	12,480	–	–	0.09%	91
2016 Q3	$382K	Buy	12,480 +400	+3%	+$12.6K	0.1%	94
2016 Q2	$394K	Sell	12,080 -120	-1%	-$3.6K	0.1%	88
2016 Q1	$361K	Hold	12,200	–	–	0.1%	95
2015 Q4	$317K	Sell	12,200 -344	-3%	-$8.7K	0.08%	115
2015 Q3	$306K	Sell	12,544 -1,000	-7%	-$25.4K	0.08%	123
2015 Q2	$332K	Hold	13,544	–	–	0.09%	130
2015 Q1	$352K	Hold	13,544	–	–	0.09%	124
2014 Q4	$360K	Sell	13,544 -400	-3%	-$10.1K	0.11%	99
2014 Q3	$327K	Sell	13,944 -56	-0.4%	-$1.35K	0.1%	106
2014 Q2	$359K	Sell	14,000 -400	-3%	-$9.73K	0.11%	103
2014 Q1	$344K	Hold	14,400	–	–	0.11%	101
2013 Q4	$308K	Buy	14,400 +12,000	+500%	+$253K	0.1%	113
2013 Q3	$48K	Sell	2,400 -444	-16%	-$9.16K	0.02%	159
2013 Q2	$58K	Buy	+2,844	New	+$56.4K	0.02%	130

Other funds holding NEE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Hemenway Trust Hemenway Trust's NEE Position: Q1 2026 in Review

Hemenway Trust Hemenway Trust increased its NextEra Energy (NEE) stake by 33% in Q1 2026, buying an estimated $3.41M and bringing the position to 153,453 shares worth $14.3M. The position accounts for 1.15% of the portfolio, ranked #30.

Hemenway Trust Hemenway Trust first reported a position in NEE in Q2 2013 and has held it in 52 quarters since. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Hemenway Trust Hemenway Trust held 153,453 shares of NextEra Energy worth $14.3M as of Q1 2026.
Hemenway Trust Hemenway Trust bought 38,391 NextEra Energy shares in Q1 2026, an estimated $3.41M.
NextEra Energy made up 1.15% of Hemenway Trust Hemenway Trust's portfolio in Q1 2026, its #30 holding.
Hemenway Trust Hemenway Trust first reported a position in NextEra Energy in Q2 2013 and has held it in 52 quarters since.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Hemenway Trust Hemenway Trust's 13F filing for Q1 2026, filed 7 May 2026.