Searle & Co’s NextEra Energy NEE Stock Holding History

Searle & 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 Q3	$2.45M	Sell	32,404 -500	-2%	-$42.3K	0.59%	45
2026 Q2	$2.89M	Buy	32,904 +600	+2%	+$54.3K	0.65%	44
2026 Q1	$3M	Buy	32,304 +700	+2%	+$62.2K	0.75%	34
2025 Q4	$2.54M	Hold	31,604	–	–	0.65%	42
2025 Q3	$2.39M	Sell	31,604 -500	-2%	-$36.5K	0.63%	44
2025 Q2	$2.23M	Buy	32,104 +4,200	+15%	+$292K	0.63%	47
2025 Q1	$1.98M	Buy	27,904 +10,580	+61%	+$747K	0.56%	50
2024 Q4	$1.24M	Buy	17,324 +2,500	+17%	+$194K	0.36%	64
2024 Q3	$1.25M	Sell	14,824 -326	-2%	-$25.4K	0.31%	64
2024 Q2	$1.07M	Buy	15,150 +326	+2%	+$23.1K	0.25%	77
2024 Q1	$947K	Hold	14,824	–	–	0.24%	77
2023 Q4	$900K	Buy	14,824 +1,176	+9%	+$67K	0.25%	77
2023 Q3	$782K	Hold	13,648	–	–	0.27%	76
2023 Q2	$1M	Hold	13,648	–	–	0.31%	66
2023 Q1	$1.05M	Hold	13,648	–	–	0.34%	66
2022 Q4	$1.14M	Hold	13,648	–	–	0.39%	61
2022 Q3	$1.07M	Hold	13,648	–	–	0.41%	64
2022 Q2	$1.06M	Hold	13,648	–	–	0.42%	66
2022 Q1	$1.16M	Hold	13,648	–	–	0.43%	64
2021 Q4	$1.27M	Hold	13,648	–	–	0.46%	63
2021 Q3	$1.07M	Hold	13,648	–	–	0.44%	63
2021 Q2	$1M	Hold	13,648	–	–	0.41%	67
2021 Q1	$1.03M	Hold	13,648	–	–	0.46%	61
2020 Q4	$1.05M	Hold	13,648	–	–	0.51%	59
2020 Q3	$947K	Hold	13,648	–	–	0.52%	57
2020 Q2	$819K	Hold	13,648	–	–	0.48%	62
2020 Q1	$821K	Hold	13,648	–	–	0.58%	52
2019 Q4	$826K	Hold	13,648	–	–	0.45%	65
2019 Q3	$795K	Hold	13,648	–	–	0.47%	60
2019 Q2	$699K	Hold	13,648	–	–	0.43%	63
2019 Q1	$660K	Buy	13,648 +448	+3%	+$20.5K	0.41%	67
2018 Q4	$574K	Sell	13,200 -5,400	-29%	-$236K	0.4%	70
2018 Q3	$779K	Hold	18,600	–	–	0.46%	64
2018 Q2	$777K	Hold	18,600	–	–	0.49%	61
2018 Q1	$759K	Hold	18,600	–	–	0.49%	61
2017 Q4	$726K	Hold	18,600	–	–	0.46%	69
2017 Q3	$681K	Hold	18,600	–	–	0.45%	69
2017 Q2	$652K	Hold	18,600	–	–	0.45%	69
2017 Q1	$597K	Hold	18,600	–	–	0.42%	72
2016 Q4	$555K	Hold	18,600	–	–	0.46%	69
2016 Q3	$553K	Buy	+18,600	New	+$586K	0.48%	61
2016 Q2	–	Sell	-18,600	Closed	-$552K	–	72
2016 Q1	$552K	Buy	18,600 +3,000	+19%	+$84.2K	0.51%	59
2015 Q4	$404K	Buy	15,600 +4,000	+34%	+$101K	0.39%	73
2015 Q3	$283K	Sell	11,600 -4,000	-26%	-$102K	0.29%	88
2015 Q2	$382K	Hold	15,600	–	–	0.32%	84
2015 Q1	$405K	Hold	15,600	–	–	0.35%	73
2014 Q4	$414K	Buy	+15,600	New	+$394K	0.35%	75

Other funds holding NEE

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Searle & Co's NEE Position: Q3 2026 in Review

Searle & Co reduced its NextEra Energy (NEE) stake by 1.5% in Q3 2026, selling an estimated $42.3K and leaving 32,404 shares worth $2.45M. The position accounts for 0.59% of the portfolio, ranked #45.

Searle & Co first reported a position in NEE in Q4 2014 and has held it in 47 quarters since. The position peaked at $3M in Q1 2026. 1,733 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

Searle & Co held 32,404 shares of NextEra Energy worth $2.45M as of Q3 2026.
Searle & Co sold 500 NextEra Energy shares in Q3 2026, an estimated $42.3K.
NextEra Energy made up 0.59% of Searle & Co's portfolio in Q3 2026, its #45 holding.
Searle & Co first reported a position in NextEra Energy in Q4 2014 and has held it in 47 quarters since.
Searle & Co's NextEra Energy position peaked at $3M in Q1 2026.
1,733 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Searle & Co's 13F filing for Q3 2026, filed 4 Nov 2026.