LOM Asset Management’s NextEra Energy NEE Stock Holding History

LOM Asset 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	$2.55M	Buy	29,081 +593	+2%	+$53.6K	0.66%	48
2026 Q1	$2.65M	Buy	28,488 +366	+1%	+$32.5K	0.76%	42
2025 Q4	$2.26M	Buy	28,122 +333	+1%	+$27.6K	0.65%	51
2025 Q3	$2.1M	Buy	27,789 +1,173	+4%	+$85.7K	0.64%	55
2025 Q2	$1.85M	Buy	+26,616	New	+$1.85M	0.63%	56

Other funds holding NEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LOM Asset Management's NEE Position: Q2 2026 in Review

LOM Asset Management increased its NextEra Energy (NEE) stake by 2.1% in Q2 2026, buying an estimated $53.6K and bringing the position to 29,081 shares worth $2.55M. The position accounts for 0.66% of the portfolio, ranked #48.

LOM Asset Management first reported a position in NEE in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.65M in Q1 2026. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

LOM Asset Management held 29,081 shares of NextEra Energy worth $2.55M as of Q2 2026.
LOM Asset Management bought 593 NextEra Energy shares in Q2 2026, an estimated $53.6K.
NextEra Energy made up 0.66% of LOM Asset Management's portfolio in Q2 2026, its #48 holding.
LOM Asset Management first reported a position in NextEra Energy in Q2 2025 and has held it in 5 quarters since.
LOM Asset Management's NextEra Energy position peaked at $2.65M in Q1 2026.
3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on LOM Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.