HM Payson & Co’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
$8.04M Buy
91,564
+30,146
+49% +$2.73M 0.11% 99
2026
Q1
$5.7M Sell
61,418
-490
-0.8% -$43.6K 0.08% 110
2025
Q4
$4.97M Sell
61,908
-600
-1% -$49.7K 0.07% 112
2025
Q3
$4.72M Sell
62,508
-1,462
-2% -$107K 0.07% 109
2025
Q2
$4.44M Buy
63,970
+1,376
+2% +$95.6K 0.07% 104
2025
Q1
$4.44M Buy
62,594
+372
+0.6% +$26.3K 0.08% 109
2024
Q4
$4.46M Buy
62,222
+1,039
+2% +$80.7K 0.08% 111
2024
Q3
$5.17M Buy
61,183
+2,657
+5% +$207K 0.09% 107
2024
Q2
$4.14M Sell
58,526
-165
-0.3% -$11.7K 0.08% 114
2024
Q1
$3.75M Buy
58,691
+199
+0.3% +$11.7K 0.07% 121
2023
Q4
$3.55M Sell
58,492
-985
-2% -$56.1K 0.07% 123
2023
Q3
$3.41M Sell
59,477
-6,398
-10% -$443K 0.08% 117
2023
Q2
$4.89M Sell
65,875
-1,097
-2% -$83.1K 0.11% 98
2023
Q1
$5.16M Buy
66,972
+861
+1% +$66.2K 0.12% 94
2022
Q4
$5.53M Buy
66,111
+2,056
+3% +$166K 0.14% 86
2022
Q3
$5.02M Sell
64,055
-2,055
-3% -$174K 0.14% 88
2022
Q2
$5.12M Sell
66,110
-6,374
-9% -$485K 0.13% 96
2022
Q1
$6.14M Sell
72,484
-302
-0.4% -$24.2K 0.14% 92
2021
Q4
$6.79M Sell
72,786
-1,674
-2% -$145K 0.15% 92
2021
Q3
$5.85M Sell
74,460
-3,886
-5% -$313K 0.14% 98
2021
Q2
$5.74M Buy
78,346
+2,769
+4% +$208K 0.14% 99
2021
Q1
$5.71M Buy
75,577
+1,800
+2% +$140K 0.15% 99
2020
Q4
$5.69M Buy
73,777
+3,721
+5% +$278K 0.16% 100
2020
Q3
$4.86M Buy
70,056
+896
+1% +$61.9K 0.15% 97
2020
Q2
$4.15M Sell
69,160
-2,840
-4% -$170K 0.14% 101
2020
Q1
$4.33M Sell
72,000
-9,348
-11% -$588K 0.17% 89
2019
Q4
$4.92M Sell
81,348
-3,588
-4% -$209K 0.16% 96
2019
Q3
$4.95M Buy
84,936
+1,032
+1% +$55.9K 0.17% 94
2019
Q2
$4.3M Sell
83,904
-28
-0% -$1.38K 0.15% 96
2019
Q1
$4.06M Buy
+83,932
New +$3.84M 0.16% 102
2018
Q4
Sell
-82,052
Closed -$3.44M 262
2018
Q3
$3.44M Sell
82,052
-3,340
-4% -$142K 0.15% 103
2018
Q2
$3.57M Sell
85,392
-16
-0% -$646 0.15% 102
2018
Q1
$3.49M Sell
85,408
-1,948
-2% -$75.1K 0.14% 111
2017
Q4
$3.41M Buy
87,356
+5,524
+7% +$213K 0.14% 116
2017
Q3
$3M Sell
81,832
-4,784
-6% -$175K 0.13% 116
2017
Q2
$3.04M Sell
86,616
-2,104
-2% -$71.9K 0.14% 112
2017
Q1
$2.85M Sell
88,720
-2,792
-3% -$87.8K 0.13% 117
2016
Q4
$2.73M Sell
91,512
-1,200
-1% -$35.9K 0.13% 120
2016
Q3
$2.83M Sell
92,712
-6,892
-7% -$217K 0.14% 121
2016
Q2
$3.25M Sell
99,604
-7,928
-7% -$238K 0.16% 106
2016
Q1
$3.18M Sell
107,532
-2,400
-2% -$67.4K 0.17% 106
2015
Q4
$2.85M Buy
109,932
+4,484
+4% +$113K 0.15% 117
2015
Q3
$2.57M Sell
105,448
-1,092
-1% -$27.8K 0.14% 119
2015
Q2
$2.61M Buy
106,540
+4,020
+4% +$102K 0.13% 129
2015
Q1
$2.67M Sell
102,520
-1,900
-2% -$50.1K 0.13% 120
2014
Q4
$2.77M Sell
104,420
-6,548
-6% -$165K 0.14% 118
2014
Q3
$2.6M Buy
110,968
+1,204
+1% +$29.1K 0.13% 117
2014
Q2
$2.81M Sell
109,764
-1,076
-1% -$26.2K 0.14% 115
2014
Q1
$2.65M Sell
110,840
-3,080
-3% -$69.8K 0.14% 118
2013
Q4
$2.44M Sell
113,920
-400
-0.3% -$8.43K 0.13% 126
2013
Q3
$2.29M Sell
114,320
-1,192
-1% -$24.6K 0.13% 123
2013
Q2
$2.35M Buy
+115,512
New +$2.29M 0.14% 119

Other funds holding NEE

HM Payson & Co's NEE Position: Q2 2026 in Review

HM Payson & Co increased its NextEra Energy (NEE) stake by 49% in Q2 2026, buying an estimated $2.73M and bringing the position to 91,564 shares worth $8.04M. The position accounts for 0.11% of the portfolio, ranked #99.

HM Payson & Co first reported a position in NEE in Q2 2013 and has held it in 52 quarters since. 1,194 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • HM Payson & Co held 91,564 shares of NextEra Energy worth $8.04M as of Q2 2026.
  • HM Payson & Co bought 30,146 NextEra Energy shares in Q2 2026, an estimated $2.73M.
  • NextEra Energy made up 0.11% of HM Payson & Co's portfolio in Q2 2026, its #99 holding.
  • HM Payson & Co first reported a position in NextEra Energy in Q2 2013 and has held it in 52 quarters since.
  • 1,194 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.