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Old Mission Investment Co’s NextEra Energy NEE Stock Holding History

Old Mission Investment Co’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 		$451K Sell
5,141
-19
-0.4% -$1.72K 0.09% 91
2026
Q1 		$479K Buy
5,160
+18
+0.4% +$1.6K 0.11% 84
2025
Q4 		$413K Hold
5,142
– – 0.1% 82
2025
Q3 		$388K Sell
5,142
-401
-7% -$29.3K 0.09% 89
2025
Q2 		$385K Sell
5,543
-29
-0.5% -$2.01K 0.11% 97
2025
Q1 		$395K Hold
5,572
– – 0.12% 88
2024
Q4 		$399K Sell
5,572
-2
-0% -$155 0.12% 86
2024
Q3 		$471K Sell
5,574
-2
-0% -$156 0.14% 81
2024
Q2 		$395K Sell
5,576
-13
-0.2% -$922 0.13% 84
2024
Q1 		$357K Buy
5,589
+8
+0.1% +$469 0.12% 88
2023
Q4 		$339K Sell
5,581
-1,293
-19% -$73.7K 0.12% 88
2023
Q3 		$394K Sell
6,874
-95
-1% -$6.58K 0.15% 74
2023
Q2 		$517K Buy
6,969
+79
+1% +$5.98K 0.19% 66
2023
Q1 		$531K Buy
6,890
+9
+0.1% +$692 0.21% 66
2022
Q4 		$575K Buy
6,881
+412
+6% +$33.3K 0.24% 60
2022
Q3 		$507K Hold
6,469
– – 0.24% 58
2022
Q2 		$501K Sell
6,469
-200
-3% -$15.2K 0.22% 61
2022
Q1 		$565K Buy
6,669
+25
+0.4% +$2K 0.21% 64
2021
Q4 		$620K Buy
6,644
+64
+1% +$5.53K 0.23% 62
2021
Q3 		$517K Hold
6,580
– – 0.21% 65
2021
Q2 		$482K Sell
6,580
-300
-4% -$22.5K 0.2% 71
2021
Q1 		$520K Buy
6,880
+4,040
+142% +$315K 0.24% 58
2020
Q4 		$219K Buy
+2,840
New +$212K 0.12% 86

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 $3.38T AUM 44.17% 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

Old Mission Investment Co's NEE Position: Q2 2026 in Review

Old Mission Investment Co reduced its NextEra Energy (NEE) stake by 0.37% in Q2 2026, selling an estimated $1.72K and leaving 5,141 shares worth $451K. The position accounts for 0.09% of the portfolio, ranked #91.

Old Mission Investment Co first reported a position in NEE in Q4 2020 and has held it in 23 quarters since. The position peaked at $620K in Q4 2021. 3,051 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Old Mission Investment Co held 5,141 shares of NextEra Energy worth $451K as of Q2 2026.
  • Old Mission Investment Co sold 19 NextEra Energy shares in Q2 2026, an estimated $1.72K.
  • NextEra Energy made up 0.09% of Old Mission Investment Co's portfolio in Q2 2026, its #91 holding.
  • Old Mission Investment Co first reported a position in NextEra Energy in Q4 2020 and has held it in 23 quarters since.
  • Old Mission Investment Co's NextEra Energy position peaked at $620K in Q4 2021.
  • 3,051 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Old Mission Investment Co's 13F filing for Q2 2026, filed 14 Aug 2026.