NEE NextEra Energy, Inc.

Ownership history in M. Kraus & Co  ·  49 quarters on record

AI Ownership Summary

M. Kraus & Co reported NextEra Energy, Inc. (NEE) in 49 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 3.51% in 2024 Q3. The latest visible filing shows NEE at 2.99% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this NEE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was M. Kraus & Co's position in NextEra Energy, Inc., and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

NEE was reported at 2.99% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.51% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How M. Kraus & Co held NEE — position size vs. price
% of Fund (quarterly)    NEE price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 133,445 -1,326 -1.0% 2.99% $10.7M 2026-02-14 (Est.) $93.16
2025 Q3 REDUCED 134,771 -2,410 -1.8% 2.84% $10.2M 2025-10-14 $83.50
2025 Q2 REDUCED 137,181 -1,685 -1.2% 2.80% $9.5M 2025-07-24 $70.46
2025 Q1 REDUCED 138,866 -1,752 -1.2% 2.99% $9.8M 2025-04-17 $64.39
2024 Q4 REDUCED 140,618 -1,285 -0.9% 3.02% $10.1M 2025-01-14 $65.48
2024 Q3 REDUCED 141,903 -3,517 -2.4% 3.51% $12.0M 2024-10-11 $78.32
2024 Q2 REDUCED 145,420 -1,890 -1.3% 3.16% $10.3M 2024-07-10 $69.30
2024 Q1 ADDED 147,310 +3,251 +2.3% 2.86% $9.4M 2024-04-10 $60.46
2023 Q4 ADDED 144,059 +1,848 +1.3% 2.85% $8.8M 2024-01-10 $58.29
2023 Q3 ADDED 142,211 +1,680 +1.2% 2.89% $8.1M 2023-10-16 $50.48
39 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About M. Kraus & Co and NEE

These are the practical questions this page is built to answer before you even open the full history table.

How long has M. Kraus & Co reported owning NEE?

M. Kraus & Co reported NEE across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported NEE position in M. Kraus & Co's portfolio?

The largest reported portfolio weight for NEE was 3.51% in 2024 Q3.

What is the latest reported NEE position on this page?

The most recent filing on this page is 2025 Q4, when M. Kraus & Co reported 133,445 shares, equal to 2.99% of portfolio, with an estimated market value of $10.7M.

What does the chart on this NEE ownership page compare?

The chart compares M. Kraus & Co's quarterly NEE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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