Jeremy Grantham's NEE Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 219,451 shares of NextEra Energy, Inc. (NEE) worth $19.26 M, representing 0.04% of the portfolio. First purchased in 2015-Q3, this medium-term investment has been held for 11 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in NEE, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2026, adding 219,451 shares. Largest reduction occurred in Q1 2026, reducing 17,484 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's NextEra Energy (NEE) Holding Value Over Time
Track share changes against reported price movement
Quarterly NextEra Energy (NEE) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +219,451 | New Buy | 219,451 | $87.77 |
| Q1 2026 | -17,484 | Sold Out | 0 | $0.00 |
| Q3 2025 | +1,283 | Add 7.92% | 17,484 | $75.49 |
| Q2 2025 | +929 | Add 6.08% | 16,201 | $69.42 |
| Q1 2025 | -369 | Reduce 2.36% | 15,272 | $70.89 |
| Q4 2024 | +2,113 | Add 15.62% | 15,641 | $71.69 |
| Q3 2024 | +13,528 | New Buy | 13,528 | $84.53 |
| Q1 2016 | -12,800 | Sold Out | 0 | $0.00 |
| Q3 2015 | +12,800 | New Buy | 12,800 | $24.38 |
Jeremy Grantham's NextEra Energy Investment FAQs
Jeremy Grantham first purchased NextEra Energy, Inc. (NEE) in Q3 2015, acquiring 12,800 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held NextEra Energy, Inc. (NEE) for 11 quarters since Q3 2015.
Jeremy Grantham's largest addition to NextEra Energy, Inc. (NEE) was in Q2 2026, adding 219,451 shares worth $19.26 M.
According to the latest 13F filing for Q2 2026, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 219,451 shares of NextEra Energy, Inc. (NEE), valued at approximately $19.26 M.
As of the Q2 2026 filing, NextEra Energy, Inc. (NEE) represents approximately 0.04% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in NextEra Energy, Inc. (NEE) was 219,451 shares, as reported at the end of Q2 2026.