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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Edgar Lomax Company's NEE Position: Q1 2026 in Review

Edgar Lomax Company increased its NextEra Energy (NEE) stake by 108% in Q1 2026, buying an estimated $22.5M and bringing the position to 486,775 shares worth $45.2M. The position accounts for 3.23% of the portfolio, ranked #9.

Edgar Lomax Company first reported a position in NEE in Q1 2018 and has held it in 21 quarters since. 3,028 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Edgar Lomax Company held 486,775 shares of NextEra Energy worth $45.2M as of Q1 2026.
  • Edgar Lomax Company bought 252,890 NextEra Energy shares in Q1 2026, an estimated $22.5M.
  • NextEra Energy made up 3.23% of Edgar Lomax Company's portfolio in Q1 2026, its #9 holding.
  • Edgar Lomax Company first reported a position in NextEra Energy in Q1 2018 and has held it in 21 quarters since.
  • 3,028 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Edgar Lomax Company's 13F filing for Q1 2026, filed 12 May 2026.