Lawson Kroeker Investment Management’s NextEra Energy NEE Stock Holding History

Lawson Kroeker Investment Management’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	$263K	Hold	3,000	–	–	0.07%	56
2026 Q1	$279K	Hold	3,000	–	–	0.08%	56
2025 Q4	$241K	Hold	3,000	–	–	0.07%	60
2025 Q3	$226K	Hold	3,000	–	–	0.04%	95
2025 Q2	$208K	Hold	3,000	–	–	0.04%	96
2025 Q1	$213K	Hold	3,000	–	–	0.04%	89
2024 Q4	$215K	Hold	3,000	–	–	0.04%	90
2024 Q3	$254K	Sell	3,000 -1,300	-30%	-$101K	0.05%	87
2024 Q2	$304K	Hold	4,300	–	–	0.06%	85
2024 Q1	$275K	Hold	4,300	–	–	0.05%	83
2023 Q4	$261K	Hold	4,300	–	–	0.05%	82
2023 Q3	$246K	Hold	4,300	–	–	0.05%	82
2023 Q2	$319K	Hold	4,300	–	–	0.08%	73
2023 Q1	$331K	Sell	4,300 -100	-2%	-$7.69K	0.07%	81
2022 Q4	$368K	Hold	4,400	–	–	0.12%	51
2022 Q3	$345K	Hold	4,400	–	–	0.12%	54
2022 Q2	$341K	Hold	4,400	–	–	0.12%	55
2022 Q1	$373K	Hold	4,400	–	–	0.12%	53
2021 Q4	$411K	Sell	4,400 -400	-8%	-$34.6K	0.13%	54
2021 Q3	$377K	Hold	4,800	–	–	0.13%	54
2021 Q2	$352K	Hold	4,800	–	–	0.11%	58
2021 Q1	$363K	Hold	4,800	–	–	0.12%	56
2020 Q4	$370K	Hold	4,800	–	–	0.14%	55
2020 Q3	$333K	Hold	4,800	–	–	0.15%	58
2020 Q2	$288K	Hold	4,800	–	–	0.14%	57
2020 Q1	$289K	Hold	4,800	–	–	0.16%	57
2019 Q4	$291K	Hold	4,800	–	–	0.11%	60
2019 Q3	$280K	Hold	4,800	–	–	0.11%	60
2019 Q2	$246K	Sell	4,800 -200	-4%	-$9.84K	0.08%	61
2019 Q1	$242K	Hold	5,000	–	–	0.09%	61
2018 Q4	$217K	Hold	5,000	–	–	0.09%	61
2018 Q3	$210K	Hold	5,000	–	–	0.07%	62
2018 Q2	$209K	Hold	5,000	–	–	0.07%	63
2018 Q1	$204K	Buy	+5,000	New	+$193K	0.07%	68

Other funds holding NEE

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Lawson Kroeker Investment Management's NEE Position: Q2 2026 in Review

Lawson Kroeker Investment Management held its NextEra Energy (NEE) position steady in Q2 2026 at 3,000 shares worth $263K. The position accounts for 0.07% of the portfolio, ranked #56.

Lawson Kroeker Investment Management first reported a position in NEE in Q1 2018 and has held it in 34 quarters since. The position peaked at $411K in Q4 2021. 1,675 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Lawson Kroeker Investment Management held 3,000 shares of NextEra Energy worth $263K as of Q2 2026.
Lawson Kroeker Investment Management left its NextEra Energy share count unchanged in Q2 2026.
NextEra Energy made up 0.07% of Lawson Kroeker Investment Management's portfolio in Q2 2026, its #56 holding.
Lawson Kroeker Investment Management first reported a position in NextEra Energy in Q1 2018 and has held it in 34 quarters since.
Lawson Kroeker Investment Management's NextEra Energy position peaked at $411K in Q4 2021.
1,675 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Lawson Kroeker Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.