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Laffer Tengler Investments’s NextEra Energy NEE Stock Holding History

Laffer Tengler Investments’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 		$6.61M Buy
75,264
+1,759
+2% +$159K 0.85% 39
2026
Q1 		$6.83M Buy
73,505
+2,166
+3% +$193K 1.01% 32
2025
Q4 		$5.73M Buy
71,339
+3,835
+6% +$318K 0.87% 36
2025
Q3 		$5.1M Buy
67,504
+9,650
+17% +$705K 0.81% 39
2025
Q2 		$4.02M Sell
57,854
-9,646
-14% -$670K 0.72% 42
2025
Q1 		$4.79M Buy
67,500
+5,928
+10% +$418K 1.02% 35
2024
Q4 		$4.41M Buy
61,572
+17,453
+40% +$1.36M 0.87% 38
2024
Q3 		$3.73M Buy
44,119
+39,718
+902% +$3.1M 0.76% 43
2024
Q2 		$312K Buy
4,401
+149
+4% +$10.6K 0.07% 141
2024
Q1 		$272K Buy
4,252
+2,052
+93% +$120K 0.07% 131
2023
Q4 		$134K Hold
2,200
– – 0.04% 170
2023
Q3 		$126K Hold
2,200
– – 0.04% 169
2023
Q2 		$163K Sell
2,200
-9,571
-81% -$725K 0.04% 218
2023
Q1 		$907K Buy
11,771
+536
+5% +$41.2K 0.25% 106
2022
Q4 		$939K Buy
11,235
+290
+3% +$23.4K 0.27% 103
2022
Q3 		$858K Buy
10,945
+334
+3% +$28.3K 0.32% 96
2022
Q2 		$822K Sell
10,611
-290
-3% -$22.1K 0.29% 101
2022
Q1 		$923K Buy
10,901
+8,701
+396% +$697K 0.28% 109
2021
Q4 		$205K Hold
2,200
– – 0.06% 197
2021
Q3 		$173K Buy
+2,200
New +$177K 0.05% 230
2021
Q2 		– Sell
-2,200
Closed -$166K – 372
2021
Q1 		$166K Hold
2,200
– – 0.06% 173
2020
Q4 		$167K Sell
2,200
-1,264
-36% -$94.6K 0.07% 165
2020
Q3 		$240K Sell
3,464
-2,912
-46% -$201K 0.12% 125
2020
Q2 		$383K Buy
6,376
+2,124
+50% +$127K 0.22% 94
2020
Q1 		$256K Sell
4,252
-380
-8% -$23.9K 0.2% 87
2019
Q4 		$280K Sell
4,632
-3,404
-42% -$199K 0.19% 103
2019
Q3 		$468K Sell
8,036
-12
-0.1% -$649 0.4% 64
2019
Q2 		$412K Buy
8,048
+300
+4% +$14.8K 0.35% 70
2019
Q1 		$374K Sell
7,748
-2,056
-21% -$94K 0.1% 163
2018
Q4 		$426K Buy
9,804
+28
+0.3% +$1.22K 0.13% 158
2018
Q3 		$410K Sell
9,776
-992
-9% -$42.2K 0.1% 169
2018
Q2 		$450K Sell
10,768
-324
-3% -$13.1K 0.11% 168
2018
Q1 		$453K Buy
11,092
+32
+0.3% +$1.23K 0.11% 167
2017
Q4 		$432K Sell
11,060
-1,776
-14% -$68.6K 0.11% 183
2017
Q3 		$470K Sell
12,836
-588
-4% -$21.5K 0.12% 180
2017
Q2 		$470K Sell
13,424
-48
-0.4% -$1.64K 0.12% 185
2017
Q1 		$432K Sell
13,472
-4,884
-27% -$154K 0.11% 187
2016
Q4 		$548K Sell
18,356
-55,352
-75% -$1.65M 0.15% 183
2016
Q3 		$2.25M Buy
73,708
+24
+0% +$756 0.63% 50
2016
Q2 		$2.4M Buy
73,684
+56,628
+332% +$1.7M 0.68% 44
2016
Q1 		$505K Buy
+17,056
New +$479K 0.14% 180
2015
Q4 		– Hold
0
– – – 189
2015
Q3 		– Sell
-76,296
Closed -$1.94M – 152
2015
Q2 		$1.87M Sell
76,296
-478,212
-86% -$12.2M 0.45% 80
2015
Q1 		$14.4M Buy
+554,508
New +$14.6M 2.02% 7
2014
Q4 		– Sell
-512,196
Closed -$12.9M – 7
2014
Q3 		$12M Buy
512,196
+65,364
+15% +$1.58M 1.78% 12
2014
Q2 		$11.4M Buy
446,832
+29,252
+7% +$712K 1.76% 5
2014
Q1 		$9.98M Buy
417,580
+7,660
+2% +$174K 1.61% 6
2013
Q4 		$8.77M Buy
+409,920
New +$8.64M 1.45% 13
2013
Q3 		– Sell
-469,592
Closed -$9.69M – 10
2013
Q2 		$9.57M Buy
+469,592
New +$9.32M 1.87% 2

Other funds holding NEE

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Laffer Tengler Investments's NEE Position: Q2 2026 in Review

Laffer Tengler Investments increased its NextEra Energy (NEE) stake by 2.4% in Q2 2026, buying an estimated $159K and bringing the position to 75,264 shares worth $6.61M. The position accounts for 0.85% of the portfolio, ranked #39.

Laffer Tengler Investments first reported a position in NEE in Q2 2013 and has held it in 48 quarters since. The position peaked at $14.4M in Q1 2015. 1,190 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Laffer Tengler Investments held 75,264 shares of NextEra Energy worth $6.61M as of Q2 2026.
  • Laffer Tengler Investments bought 1,759 NextEra Energy shares in Q2 2026, an estimated $159K.
  • NextEra Energy made up 0.85% of Laffer Tengler Investments's portfolio in Q2 2026, its #39 holding.
  • Laffer Tengler Investments first reported a position in NextEra Energy in Q2 2013 and has held it in 48 quarters since.
  • Laffer Tengler Investments's NextEra Energy position peaked at $14.4M in Q1 2015.
  • 1,190 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Laffer Tengler Investments's 13F filing for Q2 2026, filed 21 Jul 2026.