S&CO Inc’s NextEra Energy NEE Stock Holding History

S&CO Inc’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	$2.63M	Buy	29,940 +1,220	+4%	+$110K	0.15%	103
2026 Q1	$2.67M	Hold	28,720	–	–	0.17%	99
2025 Q4	$2.31M	Buy	28,720 +240	+0.8%	+$19.9K	0.14%	109
2025 Q3	$2.15M	Buy	28,480 +220	+0.8%	+$16.1K	0.13%	115
2025 Q2	$1.96M	Hold	28,260	–	–	0.13%	119
2025 Q1	$2M	Hold	28,260	–	–	0.13%	112
2024 Q4	$2.02M	Hold	28,260	–	–	0.14%	108
2024 Q3	$2.39M	Hold	28,260	–	–	0.16%	104
2024 Q2	$2M	Hold	28,260	–	–	0.14%	110
2024 Q1	$1.81M	Buy	28,260 +11,100	+65%	+$650K	0.13%	116
2023 Q4	$1.04M	Buy	17,160 +400	+2%	+$22.8K	0.08%	126
2023 Q3	$960K	Buy	16,760 +3,900	+30%	+$270K	0.08%	118
2023 Q2	$954K	Hold	12,860	–	–	0.08%	120
2023 Q1	$991K	Hold	12,860	–	–	0.08%	118
2022 Q4	$1.07M	Hold	12,860	–	–	0.09%	110
2022 Q3	$1.01M	Hold	12,860	–	–	0.09%	112
2022 Q2	$996K	Buy	12,860 +100	+0.8%	+$7.61K	0.08%	115
2022 Q1	$1.08M	Buy	12,760 +4,460	+54%	+$357K	0.08%	120
2021 Q4	$774K	Buy	+8,300	New	+$717K	0.05%	139

Other funds holding NEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

S&CO Inc's NEE Position: Q2 2026 in Review

S&CO Inc increased its NextEra Energy (NEE) stake by 4.2% in Q2 2026, buying an estimated $110K and bringing the position to 29,940 shares worth $2.63M. The position accounts for 0.15% of the portfolio, ranked #103.

S&CO Inc first reported a position in NEE in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.67M in Q1 2026. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

S&CO Inc held 29,940 shares of NextEra Energy worth $2.63M as of Q2 2026.
S&CO Inc bought 1,220 NextEra Energy shares in Q2 2026, an estimated $110K.
NextEra Energy made up 0.15% of S&CO Inc's portfolio in Q2 2026, its #103 holding.
S&CO Inc first reported a position in NextEra Energy in Q4 2021 and has held it in 19 quarters since.
S&CO Inc's NextEra Energy position peaked at $2.67M in Q1 2026.
3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on S&CO Inc's 13F filing for Q2 2026, filed 6 Aug 2026.