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
COPPSERS
DC
BTCPP
BCWM
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.