Joel Greenblatt - Gotham Asset Management
Holding/activity history for NextEra Energy, Inc. (NEE)
← All NEE superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 44,185 | 0.01 | Add 25.80% | <0.01 | $86.32–98.03 · VW $94.08i | $4,103,903 | SEC |
| 2025 Q4 | 35,123 | 0.01 | Add 10.12% | <0.01 | $78.36–89.19 · VW $85.15i | $2,819,674 | SEC |
| 2025 Q3 | 31,894 | 0.01 | Add 16.94% | <0.01 | $69.24–87.53 · VW $79.39i | $2,407,678 | SEC |
| 2025 Q2 | 27,273 | 0.01 | Add 14.92% | <0.01 | $63.88–78.46 · VW $71.13i | $1,893,292 | SEC |
| 2025 Q1 | 23,732 | 0.01 | Add 64.79% | <0.01 | $61.72–76.29 · VW $68.30i | $1,682,361 | SEC |
| 2024 Q4 | 14,401 | <0.01 | Reduce 2.01% | <0.01 | $65.89–79.46 · VW $72.30i | $1,032,408 | SEC |
| 2024 Q3 | 14,697 | 0.01 | Add 69.13% | <0.01 | $75.90–86.10 · VW $80.42i | $1,242,337 | SEC |
| 2024 Q2 | 8,690 | <0.01 | Add 18.85% | <0.01 | $66.74–80.47 · VW $74.53i | $615,339 | SEC |
| 2024 Q1 | 7,312 | <0.01 | Reduce 74.71% | 0.02 | $53.95–67.91 · VW $62.94i | $467,310 | SEC |
| 2023 Q4 | 28,915 | 0.03 | Add 34.23% | <0.01 | $53.81–64.59 · VW $59.01i | $1,756,297 | SEC |
| 2023 Q3 | 21,541 | 0.03 | Add 141.84% | 0.02 | $47.15–73.81 · VW $59.75i | $1,234,084 | SEC |
| 2023 Q2 | 8,907 | 0.01 | Add 46.88% | <0.01 | $70.85–78.53 · VW $74.23i | $660,899 | SEC |
| 2023 Q1 | 6,064 | 0.01 | Reduce 40.46% | <0.01 | $69.64–79.78 · VW $75.35i | $467,413 | SEC |
| 2022 Q4 | 10,185 | 0.02 | Reduce 4.39% | <0.01 | $73.35–88.61 · VW $78.86i | $851,466 | SEC |
| 2022 Q3 | 10,653 | 0.03 | Add 79.43% | 0.01 | $69.81–91.35 · VW $79.55i | $835,000 | SEC |
| 2022 Q2 | 5,937 | 0.01 | Reduce 23.67% | <0.01 | $67.22–86.27 · VW $79.33i | $460,000 | SEC |
| 2022 Q1 | 7,778 | 0.02 | Reduce 15.24% | <0.01 | $70.74–87.52 · VW $76.43i | $659,000 | SEC |
| 2021 Q4 | 9,177 | 0.03 | Add 32.65% | <0.01 | $69.79–93.73 · VW $80.55i | $857,000 | SEC |
| 2021 Q3 | 6,918 | 0.02 | Reduce 65.92% | 0.04 | $77.01–86.97 · VW $83.10i | $543,000 | SEC |
| 2021 Q2 | 20,300 | 0.06 | Add 76.14% | 0.03 | $71.20–78.85 · VW $75.98i | $1,488,000 | SEC |
| 2021 Q1 | 11,525 | 0.04 | Add 12.22% | <0.01 | $68.33–84.99 · VW $76.94i | $871,000 | SEC |
| 2020 Q4 | 10,270 | 0.03 | Add 70.03% | 0.01 | $71.94–87.69 · VW $80.17i | $792,000 | SEC |
| 2020 Q3 | 6,040 | 0.01 | Reduce 45.59% | <0.01 | $66.79–77.01 · VW $72.34i | $419,000 | SEC |
| 2020 Q2 | 11,100 | 0.02 | Reduce 44.93% | 0.02 | $55.65–71.41 · VW $65.75i | $666,000 | SEC |
| 2020 Q1 | 20,156 | 0.03 | Add 217.32% | 0.02 | $43.70–70.84 · VW $57.44i | $1,212,000 | SEC |
| 2019 Q4 | 6,352 | <0.01 | Add 16.08% | <0.01 | $55.17–67.67 · VW $63.29i | $385,000 | SEC |
| 2019 Q3 | 5,472 | <0.01 | Reduce 34.51% | <0.01 | $51.62–59.97 · VW $57.06i | $319,000 | SEC |
| 2019 Q2 | 8,356 | <0.01 | Reduce 88.12% | 0.04 | $46.83–53.13 · VW $50.58i | $428,000 | SEC |
| 2019 Q1 | 70,356 | 0.05 | Buy | 0.05 | $44.03–48.89 · VW $47.18i | $3,400,000 | SEC |
| 2018 Q2 | 0 | 0.00 | Sell 100.00% | 0.13 | $38.76–42.88 · VW $41.17i | SEC | |
| 2018 Q1 | 228,392 | 0.13 | Buy | 0.13 | $36.28–41.29 · VW $39.51i | $9,326,000 | SEC |
| 2017 Q4 | 0 | 0.00 | Sell 100.00% | <0.01 | $37.09–39.85 · VW $38.85i | SEC | |
| 2017 Q3 | 8,504 | <0.01 | Buy | <0.01 | $36.17–39.20 · VW $38.05i | $312,000 | SEC |
Price snapshot:
Current price$88.38
Avg. buy price$77.13
+/- since buy14.59%
52-week low$67.73
52-week high$98.03