NEE NEXTERA ENERGY INC COM COM

Ownership history in MIDDLETON & CO INC/MA  ·  62 quarters on record

AI Ownership Summary

MIDDLETON & CO INC/MA reported NEXTERA ENERGY INC COM COM (NEE) in 62 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.91% in 2024 Q3. The latest visible filing shows NEE at 1.51% 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 MIDDLETON & CO INC/MA's position in NEXTERA ENERGY INC COM COM, 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 1.51% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.91% 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 Q4 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 MIDDLETON & CO INC/MA held NEE — position size vs. price
% of Fund (quarterly)    NEE price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 176,981 -3,314 -1.8% 1.51% $14.2M 2026-02-14 (Est.) $93.16
2025 Q3 REDUCED 180,295 -5,363 -2.9% 1.47% $13.6M 2025-10-29 $80.66
2025 Q2 REDUCED 185,658 -8,681 -4.5% 1.45% $12.9M 2025-08-06 $69.06
2025 Q1 REDUCED 194,339 -9,820 -4.8% 1.61% $13.8M 2025-05-09 $68.28
2024 Q4 REDUCED 204,159 -429 -0.2% 1.62% $14.6M 2025-02-05 $66.65
2024 Q3 REDUCED 204,588 -377 -0.2% 1.91% $17.3M 2024-10-23 $81.29
2024 Q2 REDUCED 204,965 -1,404 -0.7% 1.69% $14.5M 2024-08-12 $73.75
2024 Q1 ADDED 206,369 +9,571 +4.9% 1.52% $13.2M 2024-05-14 $71.23
2023 Q4 ADDED 196,798 +44,825 +29.5% 1.49% $12.0M 2024-02-13 $51.71
53 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About MIDDLETON & CO INC/MA and NEE

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

How long has MIDDLETON & CO INC/MA reported owning NEE?

MIDDLETON & CO INC/MA reported NEE across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported NEE position in MIDDLETON & CO INC/MA's portfolio?

The largest reported portfolio weight for NEE was 1.91% in 2024 Q3.

What is the latest reported NEE position on this page?

The most recent filing on this page is 2025 Q4, when MIDDLETON & CO INC/MA reported 176,981 shares, equal to 1.51% of portfolio, with an estimated market value of $14.2M.

What does the chart on this NEE ownership page compare?

The chart compares MIDDLETON & CO INC/MA'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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