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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

S&CO Inc's NEE Position: Q1 2026 in Review

S&CO Inc held its NextEra Energy (NEE) position steady in Q1 2026 at 28,720 shares worth $2.67M. The position accounts for 0.17% of the portfolio, ranked #99.

S&CO Inc first reported a position in NEE in Q4 2021 and has held it in 18 quarters since. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

S&CO Inc held 28,720 shares of NextEra Energy worth $2.67M as of Q1 2026.
S&CO Inc left its NextEra Energy share count unchanged in Q1 2026.
NextEra Energy made up 0.17% of S&CO Inc's portfolio in Q1 2026, its #99 holding.
S&CO Inc first reported a position in NextEra Energy in Q4 2021 and has held it in 18 quarters since.
3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on S&CO Inc's 13F filing for Q1 2026, filed 7 May 2026.