Exited position

Tom Russo’s NextEra Energy (NEE) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Gardner Russo & Quinn · formerly Gardner Russo & GardnerVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ3 2011Earliest verified positive filing snapshot
Latest statusExited positionBased on the latest supported relationship state
Peak shares3.00KHighest verified quarter-end share count
Quarters reported6Verified quarters with shares above zero
What happened?

Gardner Russo & Quinn · formerly Gardner Russo & Gardner first reported NextEra Energy in Q3 2011. The reported position was reduced across later filings. The latest verified relationship event shows that Gardner Russo & Quinn · formerly Gardner Russo & Gardner sold the entire position in Q1 2018, and the stock is no longer reported in the latest verified portfolio.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q1 2018
Sold the entire position−550 shares · No shares reported at quarter-end
Q4 2017
New position+550 shares · 550 shares reported
Filing context

Quarter-end price $156.36 · Estimated holding basis $156.36

Q4 2012
Sold the entire position−200 shares · No shares reported at quarter-end
Q2 2012
Sold 89.5% of the position−1.70K shares · 200 shares remained
Filing context

Quarter-end price $70.00 · Estimated holding basis $54.00

Q1 2012
Sold 36.7% of the position−1.10K shares · 1.90K shares remained
Filing context

Quarter-end price $61.05 · Estimated holding basis $54.00

Q4 2011
New position+3.00K shares · 3.00K shares reported
Filing context

Quarter-end price $61.00 · Estimated holding basis $54.00

1 unchanged quarter is collapsed by default.

Portfolio importance

How important was NextEra Energy in Gardner Russo & Quinn · formerly Gardner Russo & Gardner’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Last reported portfolio weight0.0%Q4 2017
Last reported rank#137of 196 reported positions
Peak portfolio weight0.0%Q3 2011
Best historical rank#105Q4 2011
At peak importanceQ3 2011
NEE
0.0%
Largest holding
11.6%
Cross-investor discovery

Who else owns NextEra Energy?

Also reported by 1 other tracked investor in their latest verified filings.

Joel GreenblattGotham Asset Management
NEE0.0% of reported portfolio
Explore NextEra Energy across all tracked investors →
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$81.282026-09-17

Market context only; not an investor transaction price.

Latest verified investor filingQ2 2026 · filed 2026-08-13
Open SEC filing ↗

View NextEra Energy stock page →

This tracker follows the current SEC filer, Gardner Russo & Quinn LLC (formerly Gardner Russo & Gardner), not Tom Russo’s personal brokerage account. Form 13F reports quarter-end U.S.-listed positions and certain options, but it does not reveal exact trade dates, execution prices, short positions or the purpose of an option position.