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Edgar Lomax Company’s NextEra Energy NEE Stock Holding History

Edgar Lomax Company’s Portfolio NEE Stock Details NEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$39.2M Sell
446,640
-40,135
-8% -$3.63M 2.93% 11
2026
Q1 		$45.2M Buy
486,775
+252,890
+108% +$22.5M 3.23% 9
2025
Q4 		$18.8M Sell
233,885
-5,380
-2% -$446K 1.43% 31
2025
Q3 		$18.1M Sell
239,265
-70,495
-23% -$5.15M 1.41% 30
2025
Q2 		$21.5M Sell
309,760
-5,000
-2% -$347K 1.36% 32
2025
Q1 		$22.3M Buy
314,760
+82,750
+36% +$5.84M 1.4% 32
2024
Q4 		$16.6M Sell
232,010
-4,530
-2% -$352K 1.07% 33
2024
Q3 		$20M Sell
236,540
-3,720
-2% -$290K 1.22% 30
2024
Q2 		$17M Sell
240,260
-3,955
-2% -$281K 1.1% 34
2024
Q1 		$15.6M Buy
+244,215
New +$14.3M 0.96% 38
2022
Q1 		– Sell
-180,675
Closed -$16.9M – 65
2021
Q4 		$16.9M Sell
180,675
-1,815
-1% -$157K 1.01% 35
2021
Q3 		$14.3M Sell
182,490
-1,855
-1% -$150K 0.92% 39
2021
Q2 		$13.5M Sell
184,345
-9,225
-5% -$692K 0.84% 40
2021
Q1 		$14.6M Buy
+193,570
New +$15.1M 0.91% 35
2020
Q1 		– Sell
-513,284
Closed -$31.1M – 70
2019
Q4 		$31.1M Sell
513,284
-12,800
-2% -$747K 2% 20
2019
Q3 		$30.6M Sell
526,084
-6,000
-1% -$325K 2.05% 20
2019
Q2 		$27.3M Sell
532,084
-8,400
-2% -$413K 1.85% 20
2019
Q1 		$26.1M Sell
540,484
-285,100
-35% -$13M 1.79% 21
2018
Q4 		$35.9M Sell
825,584
-12,800
-2% -$560K 2.72% 15
2018
Q3 		$35.1M Sell
838,384
-31,600
-4% -$1.35M 2.36% 17
2018
Q2 		$36.3M Buy
869,984
+7,384
+0.9% +$298K 2.55% 15
2018
Q1 		$35.2M Buy
+862,600
New +$33.3M 2.53% 15

Other funds holding NEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Edgar Lomax Company's NEE Position: Q2 2026 in Review

Edgar Lomax Company reduced its NextEra Energy (NEE) stake by 8.2% in Q2 2026, selling an estimated $3.63M and leaving 446,640 shares worth $39.2M. The position accounts for 2.93% of the portfolio, ranked #11.

Edgar Lomax Company first reported a position in NEE in Q1 2018 and has held it in 22 quarters since. The position peaked at $45.2M in Q1 2026. 3,042 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Edgar Lomax Company held 446,640 shares of NextEra Energy worth $39.2M as of Q2 2026.
  • Edgar Lomax Company sold 40,135 NextEra Energy shares in Q2 2026, an estimated $3.63M.
  • NextEra Energy made up 2.93% of Edgar Lomax Company's portfolio in Q2 2026, its #11 holding.
  • Edgar Lomax Company first reported a position in NextEra Energy in Q1 2018 and has held it in 22 quarters since.
  • Edgar Lomax Company's NextEra Energy position peaked at $45.2M in Q1 2026.
  • 3,042 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Edgar Lomax Company's 13F filing for Q2 2026, filed 13 Aug 2026.