Form 13-F position report

NEXTERA ENERGY INC COM

Reported by WRIGHT INVESTORS SERVICE INC

NEE CUSIP 65339F101 Manager CIK 0000108572

Reported 62,076 shares, up 5,591 (9.9%) from the prior quarter.

Reported value 5.8%; share count 9.9% vs. the prior quarter.

Added
% of reported 13F value 1.3% This manager · Q2 2023
Shares 62,076 Quarter-end amount reported
Reported value $4,606,015 Fair value at quarter end
Consecutive quarters held 41 Through Q2 2023

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Reported position value by quarter
Date Holding Value
2021-12-31 5380000
2022-03-31 5018000
2022-06-30 4575000
2022-09-30 4388000
2022-12-31 4766008
2023-03-31 4353838
2023-06-30 4606015
2023-09-30 3558835
2023-12-31 3368255
2024-03-31 3580632
2024-06-30 2937837
2024-09-30 3882632
2024-12-31 2658122
2025-03-31 2600671
2025-06-30 2771802
2025-09-30 3711692
2025-12-31 3944397
2026-03-31 3745107
2026-06-30 3485522
2026-09-30 1549716

Quarterly position history

How this manager's reported quarter-end position changed over time.

20 quarters
Quarterly reported position history for NEXTERA ENERGY INC COM held by WRIGHT INVESTORS SERVICE INC.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
Q3 2026 Reduced 20,461 -19,251 (-48.5%) 0.43% $1,549,716 2026-11-02
Q2 2026 Reduced 39,712 -610 (-1.5%) 0.95% $3,485,522 2026-08-05
Q1 2026 Reduced 40,322 -8,811 (-17.9%) 1.18% $3,745,107 2026-04-29
Q4 2025 Reduced 49,133 -35 (-0.1%) 1.18% $3,944,397 2026-01-26
Q3 2025 Added 49,168 +9,240 (23.1%) 1.07% $3,711,692 2025-10-28
Q2 2025 Added 39,928 +3,242 (8.8%) 0.84% $2,771,802 2025-07-11
Q1 2025 Reduced 36,686 -392 (-1.1%) 0.86% $2,600,671 2025-04-09
Q4 2024 Reduced 37,078 -8,854 (-19.3%) 0.86% $2,658,122 2025-01-13
Q3 2024 Added 45,932 +4,443 (10.7%) 1.02% $3,882,632 2024-10-04
Q2 2024 Reduced 41,489 -14,537 (-25.9%) 0.77% $2,937,837 2024-07-26
Q1 2024 Added 56,026 +572 (1.0%) 0.91% $3,580,632 2024-05-02
Q4 2023 Reduced 55,454 -6,666 (-10.7%) 0.95% $3,368,255 2024-01-31
Q3 2023 Added 62,120 +44 (0.1%) 1.03% $3,558,835 2023-10-31
Q2 2023 Added 62,076 +5,591 (9.9%) 1.3% $4,606,015 2023-07-27
Q1 2023 Reduced 56,485 -525 (-0.9%) 1.24% $4,353,838 2023-04-26
Q4 2022 Added 57,010 +1,059 (1.9%) 1.37% $4,766,008 2023-01-27
Q3 2022 Reduced 55,951 -3,111 (-5.3%) 1.38% $4,388,000 2022-11-01
Q2 2022 Reduced 59,062 -184 (-0.3%) 1.31% $4,575,000 2022-08-02
Q1 2022 Added 59,246 +1,625 (2.8%) 1.25% $5,018,000 2022-04-22
Q4 2021 Added 57,621 +3,040 (5.6%) 1.36% $5,380,000 2022-01-27
Five years are shown. A free account unlocks the complete reported history. Unlock full history

Who else reported the position

2535 managers reported NEXTERA ENERGY INC COM for Q2 2023.

Managers reporting NEXTERA ENERGY INC COM in Q2 2023.
Manager Activity Shares Change % of reported 13F Reported value Tenure
VANGUARD GROUP INC Added 196,474,019 +2,058,660 0.35% $14,578,372,211 41 qtrs
BlackRock Inc Added 151,277,846 +1,859,585 0.31% $11,224,816,198 41 qtrs
STATE STREET CORPORATION Added 111,485,770 +2,895,216 0.43% $8,272,244,134 41 qtrs
JPMorgan Chase & Co Added 75,360,627 +2,776,120 0.61% $5,591,758,637 41 qtrs
MORGAN STANLEY Added 50,763,670 +3,982,528 0.37% $3,766,664,567 41 qtrs
Bank of America Corporation Reduced 41,386,261 -2,804,080 0.32% $3,070,860,571 41 qtrs
NORGES BANK Added 36,729,936 +1,664,851 0.54% $2,725,361,251 41 qtrs
GEODE CAPITAL MANAGEMENT LLC Added 36,670,792 +1,437,501 0.32% $2,712,616,172 41 qtrs
WELLINGTON MANAGEMENT GROUP LLP Added 30,217,933 +324,531 0.43% $2,242,170,628 41 qtrs
WELLS FARGO & COMPANY MN Added 28,745,976 +2,008,335 0.59% $2,132,951,403 41 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
June 30, 2023
Filed
July 27, 2023
Filing type
13F-HR
Position type
COM

Voting authority reported

Sole
59,871
Shared
0
None
2,205

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.