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J.M. Forbes & Co’s NextEra Energy NEE Stock Holding History

J.M. Forbes & Co’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 		$19.2M Sell
218,837
-655
-0.3% -$59.2K 1.51% 19
2026
Q1 		$20.4M Buy
219,492
+929
+0.4% +$82.6K 1.72% 15
2025
Q4 		$17.5M Buy
218,563
+1,790
+0.8% +$148K 1.42% 19
2025
Q3 		$16.4M Buy
216,773
+169
+0.1% +$12.3K 1.36% 22
2025
Q2 		$15M Sell
216,604
-2,133
-1% -$148K 1.38% 22
2025
Q1 		$15.5M Buy
218,737
+6,037
+3% +$426K 1.5% 21
2024
Q4 		$15.2M Buy
212,700
+398
+0.2% +$30.9K 1.47% 20
2024
Q3 		$17.9M Sell
212,302
-1,542
-0.7% -$120K 1.75% 15
2024
Q2 		$15.1M Buy
213,844
+2,828
+1% +$201K 1.55% 19
2024
Q1 		$13.5M Sell
211,016
-2,901
-1% -$170K 1.46% 23
2023
Q4 		$13M Buy
213,917
+2,245
+1% +$128K 1.51% 23
2023
Q3 		$12.1M Buy
211,672
+1,240
+0.6% +$85.8K 1.58% 22
2023
Q2 		$15.6M Sell
210,432
-28,641
-12% -$2.17M 1.94% 16
2023
Q1 		$18.4M Sell
239,073
-1,994
-0.8% -$153K 2.52% 9
2022
Q4 		$20.2M Buy
241,067
+2,465
+1% +$199K 2.91% 7
2022
Q3 		$18.7M Buy
238,602
+2,522
+1% +$214K 2.93% 6
2022
Q2 		$18.3M Sell
236,080
-823
-0.3% -$62.7K 2.69% 8
2022
Q1 		$20.1M Sell
236,903
-78,606
-25% -$6.3M 2.54% 8
2021
Q4 		$29.5M Buy
315,509
+1,274
+0.4% +$110K 3.38% 6
2021
Q3 		$24.7M Sell
314,235
-1,186
-0.4% -$95.7K 3.11% 8
2021
Q2 		$23.1M Buy
315,421
+5,153
+2% +$387K 2.92% 8
2021
Q1 		$23.5M Buy
310,268
+2,086
+0.7% +$163K 3.27% 6
2020
Q4 		$23.8M Buy
308,182
+7,070
+2% +$529K 3.5% 6
2020
Q3 		$20.9M Buy
301,112
+464
+0.2% +$32K 3.34% 7
2020
Q2 		$18.1M Sell
300,648
-29,692
-9% -$1.78M 3.22% 7
2020
Q1 		$19.9M Buy
330,340
+17,164
+5% +$1.08M 4.44% 2
2019
Q4 		$19M Sell
313,176
-61,928
-17% -$3.62M 3.1% 5
2019
Q3 		$21.8M Buy
375,104
+2,036
+0.5% +$110K 4.2% 1
2019
Q2 		$19.1M Buy
373,068
+34,548
+10% +$1.7M 3.69% 2
2019
Q1 		$16.4M Buy
338,520
+3,588
+1% +$164K 3.5% 3
2018
Q4 		$14.6M Sell
334,932
-1,448
-0.4% -$63.3K 3.44% 3
2018
Q3 		$14.1M Sell
336,380
-1,552
-0.5% -$66.1K 3% 7
2018
Q2 		$14.1M Buy
337,932
+1,584
+0.5% +$64K 3.16% 5
2018
Q1 		$13.7M Buy
336,348
+9,060
+3% +$349K 3.2% 4
2017
Q4 		$12.8M Buy
327,288
+5,884
+2% +$227K 2.95% 4
2017
Q3 		$11.8M Sell
321,404
-4,292
-1% -$157K 2.94% 8
2017
Q2 		$11.4M Sell
325,696
-2,460
-0.7% -$84.1K 2.9% 7
2017
Q1 		$10.5M Sell
328,156
-1,988
-0.6% -$62.5K 2.75% 10
2016
Q4 		$9.86M Buy
330,144
+1,412
+0.4% +$42.2K 2.71% 11
2016
Q3 		$10.1M Sell
328,732
-1,440
-0.4% -$45.4K 2.75% 10
2016
Q2 		$10.8M Buy
330,172
+6,144
+2% +$184K 2.98% 7
2016
Q1 		$9.59M Buy
324,028
+7,180
+2% +$202K 2.74% 11
2015
Q4 		$8.23M Sell
316,848
-900
-0.3% -$22.8K 2.2% 19
2015
Q3 		$7.75M Sell
317,748
-964
-0.3% -$24.5K 2.2% 19
2015
Q2 		$7.81M Sell
318,712
-7,384
-2% -$188K 2.1% 20
2015
Q1 		$8.48M Sell
326,096
-6,292
-2% -$166K 2.25% 18
2014
Q4 		$8.96M Buy
332,388
+536
+0.2% +$13.5K 2.35% 15
2014
Q3 		$7.79M Sell
331,852
-2,208
-0.7% -$53.3K 1.97% 21
2014
Q2 		$8.56M Sell
334,060
-118,644
-26% -$2.89M 2.13% 20
2014
Q1 		$10.8M Sell
452,704
-10,328
-2% -$234K 2.81% 8
2013
Q4 		$9.91M Buy
463,032
+5,132
+1% +$108K 2.51% 10
2013
Q3 		$9.18M Buy
457,900
+6,928
+2% +$143K 2.6% 8
2013
Q2 		$9.19M Buy
+450,972
New +$8.95M 2.74% 7

Other funds holding NEE

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

J.M. Forbes & Co's NEE Position: Q2 2026 in Review

J.M. Forbes & Co reduced its NextEra Energy (NEE) stake by 0.3% in Q2 2026, selling an estimated $59.2K and leaving 218,837 shares worth $19.2M. The position accounts for 1.51% of the portfolio, ranked #19.

J.M. Forbes & Co first reported a position in NEE in Q2 2013 and has held it in 53 quarters since. The position peaked at $29.5M in Q4 2021. 704 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • J.M. Forbes & Co held 218,837 shares of NextEra Energy worth $19.2M as of Q2 2026.
  • J.M. Forbes & Co sold 655 NextEra Energy shares in Q2 2026, an estimated $59.2K.
  • NextEra Energy made up 1.51% of J.M. Forbes & Co's portfolio in Q2 2026, its #19 holding.
  • J.M. Forbes & Co first reported a position in NextEra Energy in Q2 2013 and has held it in 53 quarters since.
  • J.M. Forbes & Co's NextEra Energy position peaked at $29.5M in Q4 2021.
  • 704 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on J.M. Forbes & Co's 13F filing for Q2 2026, filed 20 Jul 2026.