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Holderness Investments Company’s NextEra Energy NEE Stock Holding History

Holderness Investments 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 		$938K Buy
10,689
+1,040
+11% +$94.1K 0.16% 122
2026
Q1 		$896K Hold
9,649
– – 0.18% 109
2025
Q4 		$775K Hold
9,649
– – 0.16% 118
2025
Q3 		$728K Sell
9,649
-1,336
-12% -$97.6K 0.15% 124
2025
Q2 		$763K Hold
10,985
– – 0.16% 124
2025
Q1 		$779K Buy
10,985
+50
+0.5% +$3.53K 0.18% 122
2024
Q4 		$784K Sell
10,935
-21
-0.2% -$1.63K 0.17% 119
2024
Q3 		$926K Sell
10,956
-420
-4% -$32.8K 0.2% 107
2024
Q2 		$806K Hold
11,376
– – 0.19% 114
2024
Q1 		$727K Hold
11,376
– – 0.18% 126
2023
Q4 		$691K Buy
11,376
+6,617
+139% +$377K 0.19% 120
2023
Q3 		$273K Buy
4,759
+220
+5% +$15.2K 0.11% 159
2023
Q2 		$337K Buy
4,539
+68
+2% +$5.15K 0.12% 149
2023
Q1 		$345K Buy
4,471
+51
+1% +$3.92K 0.14% 140
2022
Q4 		$370K Hold
4,420
– – 0.16% 130
2022
Q3 		$347K Hold
4,420
– – 0.16% 134
2022
Q2 		$342K Hold
4,420
– – 0.14% 145
2022
Q1 		$374K Buy
4,420
+20
+0.5% +$1.6K 0.12% 156
2021
Q4 		$411K Hold
4,400
– – 0.12% 162
2021
Q3 		$345K Sell
4,400
-100
-2% -$8.06K 0.11% 164
2021
Q2 		$330K Hold
4,500
– – 0.11% 167
2021
Q1 		$340K Hold
4,500
– – 0.12% 156
2020
Q4 		$347K Sell
4,500
-176
-4% -$13.2K 0.13% 139
2020
Q3 		$324K Buy
4,676
+760
+19% +$52.5K 0.13% 136
2020
Q2 		$235K Buy
+3,916
New +$234K 0.1% 157

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

Holderness Investments Company's NEE Position: Q2 2026 in Review

Holderness Investments Company increased its NextEra Energy (NEE) stake by 11% in Q2 2026, buying an estimated $94.1K and bringing the position to 10,689 shares worth $938K. The position accounts for 0.16% of the portfolio, ranked #122.

Holderness Investments Company first reported a position in NEE in Q2 2020 and has held it in 25 quarters since. 3,044 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Holderness Investments Company held 10,689 shares of NextEra Energy worth $938K as of Q2 2026.
  • Holderness Investments Company bought 1,040 NextEra Energy shares in Q2 2026, an estimated $94.1K.
  • NextEra Energy made up 0.16% of Holderness Investments Company's portfolio in Q2 2026, its #122 holding.
  • Holderness Investments Company first reported a position in NextEra Energy in Q2 2020 and has held it in 25 quarters since.
  • 3,044 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Holderness Investments Company's 13F filing for Q2 2026, filed 12 Aug 2026.