Jones Financial Companies’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
Q1 | $146M | Buy |
1,591,960
+663,911
| +72% | +$59M | 0.07% | 144 |
|
|
2025
Q4 | $74.5M | Buy |
928,049
+78,697
| +9% | +$6.52M | 0.05% | 127 |
|
|
2025
Q3 | $64.4M | Buy |
849,352
+57,711
| +7% | +$4.22M | 0.04% | 130 |
|
|
2025
Q2 | $55.9M | Buy |
791,641
+115,678
| +17% | +$8.04M | 0.04% | 130 |
|
|
2025
Q1 | $47.7M | Buy |
675,963
+158,037
| +31% | +$11.2M | 0.04% | 114 |
|
|
2024
Q4 | $37.1M | Buy |
517,926
+146,407
| +39% | +$11.4M | 0.04% | 110 |
|
|
2024
Q3 | $31.4M | Buy |
371,519
+117,267
| +46% | +$9.15M | 0.03% | 99 |
|
|
2024
Q2 | $18M | Buy |
254,252
+116,512
| +85% | +$8.27M | 0.02% | 105 |
|
|
2024
Q1 | $8.8M | Buy |
137,740
+13,953
| +11% | +$817K | 0.01% | 125 |
|
|
2023
Q4 | $7.52M | Buy |
123,787
+1,230
| +1% | +$70.1K | 0.01% | 121 |
|
|
2023
Q3 | $7.02M | Sell |
122,557
-925
| -0.7% | -$64K | 0.01% | 114 |
|
|
2023
Q2 | $9.16M | Sell |
123,482
-4,403
| -3% | -$333K | 0.01% | 101 |
|
|
2023
Q1 | $9.86M | Buy |
127,885
+1,034
| +0.8% | +$79.5K | 0.02% | 92 |
|
|
2022
Q4 | $10.6M | Sell |
126,851
-32
| -0% | -$2.58K | 0.02% | 87 |
|
|
2022
Q3 | $9.95M | Sell |
126,883
-4,406
| -3% | -$374K | 0.02% | 83 |
|
|
2022
Q2 | $10.2M | Sell |
131,289
-3,419
| -3% | -$260K | 0.02% | 83 |
|
|
2022
Q1 | $11.4M | Buy |
134,708
+2,391
| +2% | +$192K | 0.02% | 86 |
|
|
2021
Q4 | $12.4M | Sell |
132,317
-3,046
| -2% | -$263K | 0.02% | 87 |
|
|
2021
Q3 | $10.6M | Sell |
135,363
-1,431
| -1% | -$115K | 0.02% | 90 |
|
|
2021
Q2 | $10M | Sell |
136,794
-3,084
| -2% | -$231K | 0.02% | 94 |
|
|
2021
Q1 | $10.6M | Buy |
139,878
+3,773
| +3% | +$294K | 0.02% | 92 |
|
|
2020
Q4 | $10.5M | Buy |
136,105
+2,421
| +2% | +$181K | 0.02% | 87 |
|
|
2020
Q3 | $9.28M | Buy |
133,684
+832
| +0.6% | +$57.4K | 0.02% | 87 |
|
|
2020
Q2 | $7.98M | Sell |
132,852
-460
| -0.3% | -$27.5K | 0.02% | 94 |
|
|
2020
Q1 | $8.02M | Buy |
133,312
+6,776
| +5% | +$426K | 0.02% | 91 |
|
|
2019
Q4 | $7.66M | Buy |
126,536
+14,580
| +13% | +$851K | 0.02% | 93 |
|
|
2019
Q3 | $6.52M | Sell |
111,956
-1,300
| -1% | -$70.4K | 0.01% | 98 |
|
|
2019
Q2 | $5.8M | Buy |
113,256
+1,152
| +1% | +$56.7K | 0.01% | 103 |
|
|
2019
Q1 | $5.42M | Buy |
112,104
+6,816
| +6% | +$312K | 0.01% | 103 |
|
|
2018
Q4 | $4.58M | Sell |
105,288
-1,488
| -1% | -$65.1K | 0.01% | 104 |
|
|
2018
Q3 | $4.47M | Buy |
106,776
+4,052
| +4% | +$172K | 0.01% | 103 |
|
|
2018
Q2 | $4.29M | Buy |
102,724
+6,920
| +7% | +$279K | 0.01% | 104 |
|
|
2018
Q1 | $3.91M | Buy |
95,804
+16,944
| +21% | +$653K | 0.01% | 105 |
|
|
2017
Q4 | $3.08M | Buy |
78,860
+656
| +0.8% | +$25.3K | 0.01% | 116 |
|
|
2017
Q3 | $2.87M | Buy |
78,204
+9,076
| +13% | +$332K | 0.01% | 118 |
|
|
2017
Q2 | $2.42M | Buy |
69,128
+4,768
| +7% | +$163K | 0.01% | 124 |
|
|
2017
Q1 | $2.06M | Buy |
64,360
+20,296
| +46% | +$638K | 0.01% | 125 |
|
|
2016
Q4 | $1.32M | Buy |
44,064
+11,452
| +35% | +$342K | ﹤0.01% | 135 |
|
|
2016
Q3 | $997K | Sell |
32,612
-1,320
| -4% | -$41.6K | ﹤0.01% | 146 |
|
|
2016
Q2 | $1.11M | Sell |
33,932
-8,792
| -21% | -$264K | ﹤0.01% | 149 |
|
|
2016
Q1 | $1.26M | Sell |
42,724
-17,948
| -30% | -$504K | 0.01% | 135 |
|
|
2015
Q4 | $1.58M | Sell |
60,672
-4,356
| -7% | -$110K | 0.01% | 133 |
|
|
2015
Q3 | $1.59M | Sell |
65,028
-8,956
| -12% | -$228K | 0.01% | 131 |
|
|
2015
Q2 | $1.81M | Sell |
73,984
-988
| -1% | -$25.1K | 0.01% | 128 |
|
|
2015
Q1 | $1.95M | Sell |
74,972
-12,764
| -15% | -$337K | 0.01% | 125 |
|
|
2014
Q4 | $2.33M | Sell |
87,736
-5,028
| -5% | -$127K | 0.02% | 118 |
|
|
2014
Q3 | $2.18M | Sell |
92,764
-4,876
| -5% | -$118K | 0.02% | 121 |
|
|
2014
Q2 | $2.5M | Sell |
97,640
-15,188
| -13% | -$369K | 0.02% | 113 |
|
|
2014
Q1 | $2.7M | Sell |
112,828
-24,240
| -18% | -$549K | 0.02% | 107 |
|
|
2013
Q4 | $2.93M | Sell |
137,068
-5,508
| -4% | -$116K | 0.03% | 98 |
|
|
2013
Q3 | $2.86M | Sell |
142,576
-12,444
| -8% | -$257K | 0.03% | 91 |
|
|
2013
Q2 | $3.16M | Buy |
+155,020
| New | +$3.08M | 0.03% | 81 |
|
Other funds holding NEE
VCM
VPM
Jones Financial Companies's NEE Position: Q1 2026 in Review
Jones Financial Companies increased its NextEra Energy (NEE) stake by 72% in Q1 2026, buying an estimated $59M and bringing the position to 1,591,960 shares worth $146M. The position accounts for 0.07% of the portfolio, ranked #144.
Jones Financial Companies 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.
- Jones Financial Companies held 1,591,960 shares of NextEra Energy worth $146M as of Q1 2026.
- Jones Financial Companies bought 663,911 NextEra Energy shares in Q1 2026, an estimated $59M.
- NextEra Energy made up 0.07% of Jones Financial Companies's portfolio in Q1 2026, its #144 holding.
- Jones Financial Companies 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 Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.