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Loudon Investment Management’s NextEra Energy NEE Stock Holding History

Loudon 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 		$3.89M Buy
44,370
+260
+0.6% +$23.5K 1.91% 19
2026
Q1 		$4.1M Hold
44,110
– – 2.21% 17
2025
Q4 		$3.54M Buy
44,110
+1,905
+5% +$158K 1.85% 19
2025
Q3 		$3.19M Buy
42,205
+9,775
+30% +$714K 1.67% 20
2025
Q2 		$2.25M Buy
32,430
+29,180
+898% +$2.03M 1.25% 27
2025
Q1 		$230K Hold
3,250
– – 0.13% 91
2024
Q4 		$233K Sell
3,250
-53
-2% -$4.12K 0.13% 91
2024
Q3 		$279K Hold
3,303
– – 0.15% 89
2024
Q2 		$234K Buy
+3,303
New +$234K 0.14% 93

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

Loudon Investment Management's NEE Position: Q2 2026 in Review

Loudon Investment Management increased its NextEra Energy (NEE) stake by 0.59% in Q2 2026, buying an estimated $23.5K and bringing the position to 44,370 shares worth $3.89M. The position accounts for 1.91% of the portfolio, ranked #19.

Loudon Investment Management first reported a position in NEE in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.1M in Q1 2026. 3,044 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Loudon Investment Management held 44,370 shares of NextEra Energy worth $3.89M as of Q2 2026.
  • Loudon Investment Management bought 260 NextEra Energy shares in Q2 2026, an estimated $23.5K.
  • NextEra Energy made up 1.91% of Loudon Investment Management's portfolio in Q2 2026, its #19 holding.
  • Loudon Investment Management first reported a position in NextEra Energy in Q2 2024 and has held it in 9 quarters since.
  • Loudon Investment Management's NextEra Energy position peaked at $4.1M in Q1 2026.
  • 3,044 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Loudon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.