Jefferies Group's NEE Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 163,446 shares of NextEra Energy, Inc. (NEE) worth $13.12 M, representing 0.07% of the portfolio. First purchased in 2022-Q4, this medium-term investment has been held for 13 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in NEE, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2025, adding 558,760 shares. Largest reduction occurred in Q2 2025, reducing 481,044 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's NextEra Energy (NEE) Holding Value Over Time
Track share changes against reported price movement
Quarterly NextEra Energy (NEE) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2022 | +15,056 | New Buy | 15,056 | $83.60 |
| Q1 2023 | -278 | Reduce 1.85% | 14,778 | $77.08 |
| Q2 2023 | +32,461 | Add 219.66% | 47,239 | $74.20 |
| Q3 2023 | -25,270 | Reduce 53.49% | 21,969 | $57.29 |
| Q4 2023 | +158,072 | Add 719.52% | 180,041 | $60.74 |
| Q1 2024 | -170,719 | Reduce 94.82% | 9,322 | $63.91 |
| Q2 2024 | +5,810 | Add 62.33% | 15,132 | $70.81 |
| Q3 2024 | +10,072 | Add 66.56% | 25,204 | $84.53 |
| Q4 2024 | +122,866 | Add 487.49% | 148,070 | $71.69 |
| Q1 2025 | +558,760 | Add 377.36% | 706,830 | $70.89 |
| Q2 2025 | -481,044 | Reduce 68.06% | 225,786 | $69.42 |
| Q3 2025 | +214,765 | Add 95.12% | 440,551 | $75.49 |
| Q4 2025 | -277,105 | Reduce 62.90% | 163,446 | $80.28 |
Jefferies Group's NextEra Energy Investment FAQs
Jefferies Group first purchased NextEra Energy, Inc. (NEE) in Q4 2022, acquiring 15,056 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held NextEra Energy, Inc. (NEE) for 13 quarters since Q4 2022.
Jefferies Group's largest addition to NextEra Energy, Inc. (NEE) was in Q1 2025, adding 706,830 shares worth $50.11 M.
According to the latest 13F filing for Q4 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 163,446 shares of NextEra Energy, Inc. (NEE), valued at approximately $13.12 M.
As of the Q4 2025 filing, NextEra Energy, Inc. (NEE) represents approximately 0.07% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in NextEra Energy, Inc. (NEE) was 706,830 shares, as reported at the end of Q1 2025.