O'Brien Greene & Co’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
Q2 | $8.13M | Sell |
92,579
-91
| -0.1% | -$8.23K | 2.24% | 19 |
|
|
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
O'Brien Greene & Co's NEE Position: Q2 2026 in Review
O'Brien Greene & Co reduced its NextEra Energy (NEE) stake by 0.1% in Q2 2026, selling an estimated $8.23K and leaving 92,579 shares worth $8.13M. The position accounts for 2.24% of the portfolio, ranked #19.
O'Brien Greene & Co first reported a position in NEE in Q4 2018 and has held it in 31 quarters since. The position peaked at $20.8M in Q3 2022. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.
- O'Brien Greene & Co held 92,579 shares of NextEra Energy worth $8.13M as of Q2 2026.
- O'Brien Greene & Co sold 91 NextEra Energy shares in Q2 2026, an estimated $8.23K.
- NextEra Energy made up 2.24% of O'Brien Greene & Co's portfolio in Q2 2026, its #19 holding.
- O'Brien Greene & Co first reported a position in NextEra Energy in Q4 2018 and has held it in 31 quarters since.
- O'Brien Greene & Co's NextEra Energy position peaked at $20.8M in Q3 2022.
- 3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.
Based on O'Brien Greene & Co's 13F filing for Q2 2026, filed 6 Aug 2026.