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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Loudon Investment Management's NEE Position: Q1 2026 in Review

Loudon Investment Management held its NextEra Energy (NEE) position steady in Q1 2026 at 44,110 shares worth $4.1M. The position accounts for 2.21% of the portfolio, ranked #17.

Loudon Investment Management first reported a position in NEE in Q2 2024 and has held it in 8 quarters since. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Loudon Investment Management held 44,110 shares of NextEra Energy worth $4.1M as of Q1 2026.
Loudon Investment Management left its NextEra Energy share count unchanged in Q1 2026.
NextEra Energy made up 2.21% of Loudon Investment Management's portfolio in Q1 2026, its #17 holding.
Loudon Investment Management first reported a position in NextEra Energy in Q2 2024 and has held it in 8 quarters since.
3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Loudon Investment Management's 13F filing for Q1 2026, filed 11 May 2026.