NEE NEXTERA ENERGY INC

Ownership history in O'Brien Greene & Co. Inc  ·  29 quarters on record

AI Ownership Summary

O'Brien Greene & Co. Inc reported NEXTERA ENERGY INC (NEE) in 29 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.41% in 2024 Q3. The latest visible filing shows NEE at 2.18% 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 O'Brien Greene & Co. Inc'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 2.18% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.41% 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 O'Brien Greene & Co. Inc 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 ADDED 91,499 +2,789 +3.1% 2.18% $7.3M 2026-02-14 (Est.) $93.16
2025 Q3 REDUCED 88,710 -2,762 -3.0% 2.06% $6.7M 2025-11-10 $83.63
2025 Q2 ADDED 91,472 +1,177 +1.3% 2.08% $6.4M 2025-08-06 $69.06
2025 Q1 REDUCED 90,295 -1,615 -1.8% 2.15% $6.4M 2025-05-12 $67.68
2024 Q4 ADDED 91,910 +363 +0.4% 2.14% $6.6M 2025-02-03 $68.43
2024 Q3 REDUCED 91,547 -789 -0.9% 2.41% $7.7M 2024-11-15 $73.05
2024 Q2 ADDED 92,336 +3,635 +4.1% 2.07% $6.5M 2024-08-12 $73.75
2024 Q1 REDUCED 88,701 -4,579 -4.9% 1.86% $5.7M 2024-05-02 $65.03
2023 Q4 REDUCED 93,280 -380 -0.4% 1.99% $5.7M 2024-02-02 $54.42
20 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About O'Brien Greene & Co. Inc and NEE

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

How long has O'Brien Greene & Co. Inc reported owning NEE?

O'Brien Greene & Co. Inc reported NEE across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported NEE position in O'Brien Greene & Co. Inc's portfolio?

The largest reported portfolio weight for NEE was 2.41% in 2024 Q3.

What is the latest reported NEE position on this page?

The most recent filing on this page is 2025 Q4, when O'Brien Greene & Co. Inc reported 91,499 shares, equal to 2.18% of portfolio, with an estimated market value of $7.3M.

What does the chart on this NEE ownership page compare?

The chart compares O'Brien Greene & Co. Inc'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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