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O'Brien Greene & Co’s NextEra Energy NEE Stock Holding History

O'Brien Greene & 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
Q1 		$8.61M Buy
92,670
+1,171
+1% +$104K 2.44% 17
2025
Q4 		$7.35M Buy
91,499
+2,789
+3% +$231K 2.18% 19
2025
Q3 		$6.7M Sell
88,710
-2,762
-3% -$202K 2.06% 20
2025
Q2 		$6.35M Buy
91,472
+1,177
+1% +$81.8K 2.08% 20
2025
Q1 		$6.4M Sell
90,295
-1,615
-2% -$114K 2.15% 19
2024
Q4 		$6.59M Buy
91,910
+363
+0.4% +$28.2K 2.14% 17
2024
Q3 		$7.74M Sell
91,547
-789
-0.9% -$61.6K 2.41% 14
2024
Q2 		$6.54M Buy
92,336
+3,635
+4% +$258K 2.07% 20
2024
Q1 		$5.67M Sell
88,701
-4,579
-5% -$268K 1.86% 25
2023
Q4 		$5.67M Sell
93,280
-380
-0.4% -$21.7K 1.99% 23
2023
Q3 		$5.37M Buy
93,660
+9,478
+11% +$656K 1.96% 22
2023
Q2 		$6.25M Sell
84,182
-1,847
-2% -$140K 2.17% 18
2023
Q1 		$6.63M Sell
86,029
-867
-1% -$66.7K 2.48% 14
2022
Q4 		$7.26M Sell
86,896
-178,046
-67% -$14.4M 2.75% 10
2022
Q3 		$20.8M Buy
264,942
+178,043
+205% +$15.1M 2.75% 10
2022
Q2 		$6.73M Buy
86,899
+1,364
+2% +$104K 2.54% 11
2022
Q1 		$7.25M Buy
85,535
+435
+0.5% +$34.9K 2.39% 12
2021
Q4 		$7.95M Buy
85,100
+365
+0.4% +$31.5K 2.61% 9
2021
Q3 		$6.65M Buy
84,735
+1,187
+1% +$95.7K 2.43% 10
2021
Q2 		$6.12M Buy
83,548
+88
+0.1% +$6.6K 2.19% 13
2021
Q1 		$6.31M Sell
83,460
-564
-0.7% -$44K 2.5% 10
2020
Q4 		$6.48M Buy
84,024
+1,456
+2% +$109K 2.67% 6
2020
Q3 		$5.73M Sell
82,568
-6,152
-7% -$425K 2.72% 10
2020
Q2 		$5.33M Buy
88,720
+340
+0.4% +$20.4K 2.82% 9
2020
Q1 		$5.32M Sell
88,380
-320
-0.4% -$20.1K 3.54% 5
2019
Q4 		$5.37M Sell
88,700
-4,080
-4% -$238K 2.73% 9
2019
Q3 		$5.41M Sell
92,780
-1,840
-2% -$99.6K 2.9% 7
2019
Q2 		$4.85M Sell
94,620
-700
-0.7% -$34.4K 2.54% 10
2019
Q1 		$4.61M Buy
95,320
+5,120
+6% +$234K 2.32% 12
2018
Q4 		$3.92M Buy
+90,200
New +$3.94M 2.34% 12

Other funds holding NEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

O'Brien Greene & Co's NEE Position: Q1 2026 in Review

O'Brien Greene & Co increased its NextEra Energy (NEE) stake by 1.3% in Q1 2026, buying an estimated $104K and bringing the position to 92,670 shares worth $8.61M. The position accounts for 2.44% of the portfolio, ranked #17.

O'Brien Greene & Co first reported a position in NEE in Q4 2018 and has held it in 30 quarters since. The position peaked at $20.8M in Q3 2022. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • O'Brien Greene & Co held 92,670 shares of NextEra Energy worth $8.61M as of Q1 2026.
  • O'Brien Greene & Co bought 1,171 NextEra Energy shares in Q1 2026, an estimated $104K.
  • NextEra Energy made up 2.44% of O'Brien Greene & Co's portfolio in Q1 2026, its #17 holding.
  • O'Brien Greene & Co first reported a position in NextEra Energy in Q4 2018 and has held it in 30 quarters since.
  • O'Brien Greene & Co's NextEra Energy position peaked at $20.8M in Q3 2022.
  • 3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on O'Brien Greene & Co's 13F filing for Q1 2026, filed 6 May 2026.