Robert Bruce's NEE Position Overview
Robert Bruce (via Bruce & Co., Inc.) currently holds 310,300 shares of NextEra Energy, Inc. (NEE) worth $24.91 M, representing 7.72% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 51 quarters.
Based on 13F filings since 2013, Robert Bruce has maintained a long-term strategic position in NEE, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2015, adding 470,800 shares. Largest reduction occurred in Q3 2022, reducing 110,000 shares.
Analysis based on 13F filings available since 2013 Q2
Robert Bruce's NextEra Energy (NEE) Holding Value Over Time
Track share changes against reported price movement
Quarterly NextEra Energy (NEE) Trades by Robert Bruce
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +496,000 | Add 0.00% | 496,000 | $19.42 |
| Q4 2014 | +4,000 | Add 0.81% | 500,000 | $26.57 |
| Q3 2015 | +2,000 | Add 0.40% | 502,000 | $24.39 |
| Q4 2015 | +470,800 | Add 93.78% | 972,800 | $25.97 |
| Q2 2018 | -800 | Reduce 0.08% | 972,000 | $41.76 |
| Q4 2018 | -1,200 | Reduce 0.12% | 970,800 | $43.46 |
| Q1 2019 | -80,000 | Reduce 8.24% | 890,800 | $48.33 |
| Q2 2019 | -103,600 | Reduce 11.63% | 787,200 | $51.21 |
| Q1 2020 | -40,000 | Reduce 5.08% | 747,200 | $60.19 |
| Q2 2020 | -80,000 | Reduce 10.71% | 667,200 | $60.04 |
| Q3 2020 | -40,000 | Reduce 6.00% | 627,200 | $69.39 |
| Q4 2020 | -60,000 | Reduce 9.57% | 567,200 | $77.15 |
| Q1 2021 | -20,700 | Reduce 3.65% | 546,500 | $75.61 |
| Q2 2021 | -3,500 | Reduce 0.64% | 543,000 | $73.28 |
| Q3 2021 | -41,600 | Reduce 7.66% | 501,400 | $78.52 |
| Q4 2021 | -11,000 | Reduce 2.19% | 490,400 | $93.36 |
| Q1 2022 | -400 | Reduce 0.08% | 490,000 | $84.71 |
| Q2 2022 | -30,000 | Reduce 6.12% | 460,000 | $77.46 |
| Q3 2022 | -110,000 | Reduce 23.91% | 350,000 | $78.41 |
| Q4 2022 | -2,500 | Reduce 0.71% | 347,500 | $83.60 |
| Q1 2023 | -2,386 | Reduce 0.69% | 345,114 | $77.08 |
| Q3 2023 | -21,514 | Reduce 6.23% | 323,600 | $57.29 |
| Q4 2023 | -30,000 | Reduce 9.27% | 293,600 | $60.74 |
| Q2 2024 | +39,700 | Add 13.52% | 333,300 | $70.81 |
| Q4 2024 | -18,300 | Reduce 5.49% | 315,000 | $71.69 |
| Q4 2025 | -4,700 | Reduce 1.49% | 310,300 | $80.28 |
Robert Bruce's NextEra Energy Investment FAQs
Robert Bruce first purchased NextEra Energy, Inc. (NEE) in Q2 2013, acquiring 496,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Robert Bruce has held NextEra Energy, Inc. (NEE) for 51 quarters since Q2 2013.
Robert Bruce's largest addition to NextEra Energy, Inc. (NEE) was in Q2 2013, adding 496,000 shares worth $9.63 M.
According to the latest 13F filing for Q4 2025, Robert Bruce's firm, Bruce & Co., Inc., owns 310,300 shares of NextEra Energy, Inc. (NEE), valued at approximately $24.91 M.
As of the Q4 2025 filing, NextEra Energy, Inc. (NEE) represents approximately 7.72% of Robert Bruce's publicly disclosed stock portfolio, making it one of their key holdings.
Robert Bruce's peak holding in NextEra Energy, Inc. (NEE) was 972,800 shares, as reported at the end of Q4 2015.