Joel Greenblatt's NEE Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 31,894 shares of NextEra Energy, Inc. (NEE) worth $2.41 M, representing 0.01% of the portfolio. First purchased in 2017-Q3, this long-term strategic position has been held for 31 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in NEE, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2018, adding 228,392 shares. Largest reduction occurred in Q2 2018, reducing 228,392 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's NextEra Energy (NEE) Holding Value Over Time
Track share changes against reported price movement
Quarterly NextEra Energy (NEE) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2017 | +8,504 | New Buy | 8,504 | $36.69 |
| Q4 2017 | -8,504 | Sold Out | 0 | $0.00 |
| Q1 2018 | +228,392 | New Buy | 228,392 | $40.83 |
| Q2 2018 | -228,392 | Sold Out | 0 | $0.00 |
| Q1 2019 | +70,356 | New Buy | 70,356 | $48.33 |
| Q2 2019 | -62,000 | Reduce 88.12% | 8,356 | $51.22 |
| Q3 2019 | -2,884 | Reduce 34.51% | 5,472 | $58.30 |
| Q4 2019 | +880 | Add 16.08% | 6,352 | $60.61 |
| Q1 2020 | +13,804 | Add 217.32% | 20,156 | $60.13 |
| Q2 2020 | -9,056 | Reduce 44.93% | 11,100 | $60.00 |
| Q3 2020 | -5,060 | Reduce 45.59% | 6,040 | $69.37 |
| Q4 2020 | +4,230 | Add 70.03% | 10,270 | $77.12 |
| Q1 2021 | +1,255 | Add 12.22% | 11,525 | $75.57 |
| Q2 2021 | +8,775 | Add 76.14% | 20,300 | $73.30 |
| Q3 2021 | -13,382 | Reduce 65.92% | 6,918 | $78.49 |
| Q4 2021 | +2,259 | Add 32.65% | 9,177 | $93.39 |
| Q1 2022 | -1,399 | Reduce 15.24% | 7,778 | $84.73 |
| Q2 2022 | -1,841 | Reduce 23.67% | 5,937 | $77.48 |
| Q3 2022 | +4,716 | Add 79.43% | 10,653 | $78.38 |
| Q4 2022 | -468 | Reduce 4.39% | 10,185 | $83.60 |
| Q1 2023 | -4,121 | Reduce 40.46% | 6,064 | $77.08 |
| Q2 2023 | +2,843 | Add 46.88% | 8,907 | $74.20 |
| Q3 2023 | +12,634 | Add 141.84% | 21,541 | $57.29 |
| Q4 2023 | +7,374 | Add 34.23% | 28,915 | $60.74 |
| Q1 2024 | -21,603 | Reduce 74.71% | 7,312 | $63.91 |
| Q2 2024 | +1,378 | Add 18.85% | 8,690 | $70.81 |
| Q3 2024 | +6,007 | Add 69.13% | 14,697 | $84.53 |
| Q4 2024 | -296 | Reduce 2.01% | 14,401 | $71.69 |
| Q1 2025 | +9,331 | Add 64.79% | 23,732 | $70.89 |
| Q2 2025 | +3,541 | Add 14.92% | 27,273 | $69.42 |
| Q3 2025 | +4,621 | Add 16.94% | 31,894 | $75.49 |
Joel Greenblatt's NextEra Energy Investment FAQs
Joel Greenblatt first purchased NextEra Energy, Inc. (NEE) in Q3 2017, acquiring 8,504 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held NextEra Energy, Inc. (NEE) for 31 quarters since Q3 2017.
Joel Greenblatt's largest addition to NextEra Energy, Inc. (NEE) was in Q1 2018, adding 228,392 shares worth $9.33 M.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 31,894 shares of NextEra Energy, Inc. (NEE), valued at approximately $2.41 M.
As of the Q3 2025 filing, NextEra Energy, Inc. (NEE) represents approximately 0.01% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in NextEra Energy, Inc. (NEE) was 228,392 shares, as reported at the end of Q1 2018.