MASSACHUSETTS FINANCIAL SERVICES CO /MA/ NEE/PRT NEXTERA ENERGY INC

Ownership history in MASSACHUSETTS FINANCIAL SERVICES CO /MA/  ·  7 quarters on record

AI Ownership Summary

MASSACHUSETTS FINANCIAL SERVICES CO /MA/ reported NEXTERA ENERGY INC (NEE/PRT) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 0.02% in 2026 Q2. The latest visible filing shows NEE/PRT at 0.02% 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.

What this NEE/PRT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MASSACHUSETTS FINANCIAL SERVICES CO /MA/'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
2026 Q2

NEE/PRT was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2026 Q2

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

Time in book
Holding Window
2024 Q4 to 2026 Q2

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 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ held NEE/PRT — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 7 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 1,186,600 +192,255 +19.3% 0.02% $60.3M 2026-08-03
2026 Q1 ADDED 994,345 +86,066 +9.5% 0.02% $53.5M 2026-05-14
2025 Q4 UNCHANGED 908,279 0% 0.01% $44.3M 2026-01-22
2025 Q3 REDUCED 908,279 -803 -0.1% 0.01% $42.7M 2025-10-29
2025 Q2 ADDED 909,082 +1,990 +0.2% 0.01% $40.2M 2025-08-08
2025 Q1 ADDED 907,092 +190,111 +26.5% 0.01% $41.3M 2025-05-02
2024 Q4 INITIATED 716,981 0.01% $32.7M 2025-02-12

FAQ About MASSACHUSETTS FINANCIAL SERVICES CO /MA/ and NEE/PRT

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

How long has MASSACHUSETTS FINANCIAL SERVICES CO /MA/ reported owning NEE/PRT?

MASSACHUSETTS FINANCIAL SERVICES CO /MA/ reported NEE/PRT across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported NEE/PRT position in MASSACHUSETTS FINANCIAL SERVICES CO /MA/'s portfolio?

The largest reported portfolio weight for NEE/PRT was 0.02% in 2026 Q2.

What is the latest reported NEE/PRT position on this page?

The most recent filing on this page is 2026 Q2, when MASSACHUSETTS FINANCIAL SERVICES CO /MA/ reported 1,186,600 shares, equal to 0.02% of portfolio, with an estimated market value of $60.3M.

What does the chart on this NEE/PRT ownership page compare?

The chart compares MASSACHUSETTS FINANCIAL SERVICES CO /MA/'s quarterly NEE/PRT 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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