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Northeast Investment Management’s NextEra Energy NEE Stock Holding History

Northeast Investment Management’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 		$32.9M Buy
374,676
+2,433
+0.7% +$220K 1.21% 26
2026
Q1 		$34.6M Sell
372,243
-6,274
-2% -$558K 1.43% 23
2025
Q4 		$30.4M Sell
378,517
-9,250
-2% -$766K 1.19% 27
2025
Q3 		$29.3M Sell
387,767
-14,577
-4% -$1.07M 1.18% 27
2025
Q2 		$27.9M Sell
402,344
-6,214
-2% -$432K 1.19% 26
2025
Q1 		$29M Sell
408,558
-3,312
-0.8% -$234K 1.35% 25
2024
Q4 		$29.5M Sell
411,870
-2,300
-0.6% -$179K 1.31% 23
2024
Q3 		$35M Buy
414,170
+1,235
+0.3% +$96.4K 1.57% 21
2024
Q2 		$29.2M Buy
412,935
+861
+0.2% +$61.1K 1.38% 22
2024
Q1 		$26.3M Sell
412,074
-24,221
-6% -$1.42M 1.29% 26
2023
Q4 		$26.5M Sell
436,295
-10,216
-2% -$582K 1.42% 24
2023
Q3 		$25.6M Sell
446,511
-2,303
-0.5% -$159K 1.5% 22
2023
Q2 		$33.3M Sell
448,814
-3,906
-0.9% -$296K 1.88% 17
2023
Q1 		$34.9M Buy
452,720
+2,401
+0.5% +$185K 2.12% 15
2022
Q4 		$37.6M Sell
450,319
-9,135
-2% -$738K 2.4% 14
2022
Q3 		$36M Buy
459,454
+5,105
+1% +$433K 2.44% 13
2022
Q2 		$35.2M Buy
454,349
+1,236
+0.3% +$94.1K 2.25% 14
2022
Q1 		$38.4M Buy
453,113
+3,146
+0.7% +$252K 2.02% 16
2021
Q4 		$42M Sell
449,967
-178
-0% -$15.4K 2.05% 17
2021
Q3 		$35.3M Buy
450,145
+5,493
+1% +$443K 1.89% 20
2021
Q2 		$32.6M Buy
444,652
+5,252
+1% +$394K 1.75% 22
2021
Q1 		$33.2M Buy
439,400
+5,517
+1% +$431K 1.96% 19
2020
Q4 		$33.5M Sell
433,883
-4,209
-1% -$315K 2.04% 18
2020
Q3 		$30.4M Buy
438,092
+5,460
+1% +$377K 2.02% 18
2020
Q2 		$26M Buy
432,632
+2,928
+0.7% +$175K 1.94% 18
2020
Q1 		$25.8M Buy
429,704
+1,404
+0.3% +$88.3K 2.37% 15
2019
Q4 		$25.9M Buy
428,300
+30,976
+8% +$1.81M 1.91% 18
2019
Q3 		$23.1M Buy
397,324
+15,076
+4% +$816K 1.85% 19
2019
Q2 		$19.6M Buy
382,248
+38,060
+11% +$1.87M 1.55% 20
2019
Q1 		$16.6M Buy
344,188
+67,868
+25% +$3.1M 1.4% 24
2018
Q4 		$12M Buy
276,320
+128,396
+87% +$5.61M 1.16% 31
2018
Q3 		$6.2M Buy
147,924
+92,476
+167% +$3.94M 0.5% 53
2018
Q2 		$2.31M Buy
55,448
+22,052
+66% +$891K 0.2% 78
2018
Q1 		$1.36M Buy
33,396
+15,676
+88% +$604K 0.12% 89
2017
Q4 		$692K Sell
17,720
-1,160
-6% -$44.8K 0.06% 107
2017
Q3 		$692K Sell
18,880
-396
-2% -$14.5K 0.06% 104
2017
Q2 		$675K Hold
19,276
– – 0.06% 106
2017
Q1 		$619K Hold
19,276
– – 0.06% 104
2016
Q4 		$576K Buy
19,276
+2,000
+12% +$59.8K 0.06% 108
2016
Q3 		$528K Sell
17,276
-264
-2% -$8.32K 0.05% 112
2016
Q2 		$572K Buy
17,540
+676
+4% +$20.3K 0.06% 111
2016
Q1 		$499K Sell
16,864
-612
-4% -$17.2K 0.05% 116
2015
Q4 		$454K Hold
17,476
– – 0.05% 117
2015
Q3 		$426K Sell
17,476
-800
-4% -$20.3K 0.05% 118
2015
Q2 		$448K Sell
18,276
-908
-5% -$23.1K 0.05% 117
2015
Q1 		$499K Sell
19,184
-2,268
-11% -$59.8K 0.05% 119
2014
Q4 		$570K Sell
21,452
-540
-2% -$13.6K 0.06% 120
2014
Q3 		$516K Buy
21,992
+1,540
+8% +$37.2K 0.05% 126
2014
Q2 		$524K Sell
20,452
-532
-3% -$12.9K 0.05% 125
2014
Q1 		$502K Sell
20,984
-1,964
-9% -$44.5K 0.05% 126
2013
Q4 		$491K Buy
22,948
+11,016
+92% +$232K 0.05% 119
2013
Q3 		$239K Hold
11,932
– – 0.03% 148
2013
Q2 		$243K Buy
+11,932
New +$237K 0.03% 137

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
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
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Northeast Investment Management's NEE Position: Q2 2026 in Review

Northeast Investment Management increased its NextEra Energy (NEE) stake by 0.65% in Q2 2026, buying an estimated $220K and bringing the position to 374,676 shares worth $32.9M. The position accounts for 1.21% of the portfolio, ranked #26.

Northeast Investment Management first reported a position in NEE in Q2 2013 and has held it in 53 quarters since. The position peaked at $42M in Q4 2021. 637 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Northeast Investment Management held 374,676 shares of NextEra Energy worth $32.9M as of Q2 2026.
  • Northeast Investment Management bought 2,433 NextEra Energy shares in Q2 2026, an estimated $220K.
  • NextEra Energy made up 1.21% of Northeast Investment Management's portfolio in Q2 2026, its #26 holding.
  • Northeast Investment Management first reported a position in NextEra Energy in Q2 2013 and has held it in 53 quarters since.
  • Northeast Investment Management's NextEra Energy position peaked at $42M in Q4 2021.
  • 637 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Northeast Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.