JGIA
NEE icon

Jackson Grant Investment Advisers’s NextEra Energy NEE Stock Holding History

Jackson Grant Investment Advisers’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 		$432K Hold
4,926
– – 0.13% 81
2026
Q1 		$457K Hold
4,926
– – 0.15% 78
2025
Q4 		$395K Hold
4,926
– – 0.13% 82
2025
Q3 		$372K Buy
4,926
+3,300
+203% +$241K 0.12% 85
2025
Q2 		$113K Hold
1,626
– – 0.04% 141
2025
Q1 		$115K Hold
1,626
– – 0.04% 137
2024
Q4 		$117K Sell
1,626
-284
-15% -$22.1K 0.04% 134
2024
Q3 		$161K Sell
1,910
-3,873
-67% -$302K 0.06% 118
2024
Q2 		$410K Hold
5,783
– – 0.17% 70
2024
Q1 		$370K Sell
5,783
-190
-3% -$11.1K 0.15% 73
2023
Q4 		$363K Sell
5,973
-232
-4% -$13.2K 0.16% 74
2023
Q3 		$356K Sell
6,205
-80
-1% -$5.54K 0.17% 71
2023
Q2 		$466K Buy
6,285
+1
+0% +$76 0.22% 65
2023
Q1 		$484K Buy
6,284
+81
+1% +$6.23K 0.23% 61
2022
Q4 		$519K Buy
6,203
+1
+0% +$81 0.25% 59
2022
Q3 		$486K Buy
6,202
+1
+0% +$85 0.25% 58
2022
Q2 		$480K Buy
6,201
+1
+0% +$76 0.24% 60
2022
Q1 		$525K Buy
6,200
+1
+0% +$80 0.22% 58
2021
Q4 		$579K Buy
6,199
+1
+0% +$86 0.3% 47
2021
Q3 		$487K Hold
6,198
– – 0.22% 61
2021
Q2 		$454K Buy
6,198
+33
+0.5% +$2.48K 0.2% 66
2021
Q1 		$466K Buy
6,165
+393
+7% +$30.7K 0.21% 63
2020
Q4 		$445K Hold
5,772
– – 0.23% 55
2020
Q3 		$401K Hold
5,772
– – 0.24% 54
2020
Q2 		$347K Hold
5,772
– – 0.22% 58
2020
Q1 		$347K Buy
5,772
+12
+0.2% +$754 0.26% 54
2019
Q4 		$349K Buy
5,760
+8
+0.1% +$467 0.19% 65
2019
Q3 		$335K Buy
5,752
+8
+0.1% +$433 0.19% 63
2019
Q2 		$294K Buy
5,744
+8
+0.1% +$394 0.17% 68
2019
Q1 		$277K Buy
5,736
+12
+0.2% +$549 0.17% 67
2018
Q4 		$249K Buy
5,724
+96
+2% +$4.2K 0.18% 68
2018
Q3 		$236K Buy
5,628
+8
+0.1% +$341 0.15% 77
2018
Q2 		$235K Buy
5,620
+12
+0.2% +$485 0.16% 74
2018
Q1 		$229K Buy
5,608
+8
+0.1% +$308 0.16% 75
2017
Q4 		$219K Buy
5,600
+1,276
+30% +$49.3K 0.15% 77
2017
Q3 		$158K Hold
4,324
– – 0.11% 86
2017
Q2 		$151K Hold
4,324
– – 0.12% 82
2017
Q1 		$139K Hold
4,324
– – 0.11% 84
2016
Q4 		$129K Buy
4,324
+4
+0.1% +$120 0.11% 80
2016
Q3 		$132K Hold
4,320
– – 0.11% 74
2016
Q2 		$141K Buy
4,320
+284
+7% +$8.53K 0.12% 66
2016
Q1 		$119K Hold
4,036
– – 0.11% 71
2015
Q4 		$105K Buy
+4,036
New +$102K 0.1% 76

Other funds holding NEE

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

Jackson Grant Investment Advisers's NEE Position: Q2 2026 in Review

Jackson Grant Investment Advisers held its NextEra Energy (NEE) position steady in Q2 2026 at 4,926 shares worth $432K. The position accounts for 0.13% of the portfolio, ranked #81.

Jackson Grant Investment Advisers first reported a position in NEE in Q4 2015 and has held it in 43 quarters since. The position peaked at $579K in Q4 2021. 1,382 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Jackson Grant Investment Advisers held 4,926 shares of NextEra Energy worth $432K as of Q2 2026.
  • Jackson Grant Investment Advisers left its NextEra Energy share count unchanged in Q2 2026.
  • NextEra Energy made up 0.13% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #81 holding.
  • Jackson Grant Investment Advisers first reported a position in NextEra Energy in Q4 2015 and has held it in 43 quarters since.
  • Jackson Grant Investment Advisers's NextEra Energy position peaked at $579K in Q4 2021.
  • 1,382 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.