Orion Investment Company’s NextEra Energy NEE Stock Holding History

Orion Investment Company’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	$9.67M	Buy	104,089 +1,320	+1%	+$117K	3.07%	9
2025 Q4	$8.25M	Buy	102,769 +629	+0.6%	+$52.1K	2.51%	11
2025 Q3	$7.71M	Buy	102,140 +393	+0.4%	+$28.7K	2.45%	12
2025 Q2	$7.06M	Buy	101,747 +1,873	+2%	+$130K	2.5%	13
2025 Q1	$7.08M	Buy	99,874 +846	+0.9%	+$59.7K	2.89%	10
2024 Q4	$7.1M	Buy	99,028 +3,715	+4%	+$289K	2.83%	14
2024 Q3	$8.06M	Sell	95,313 -827	-0.9%	-$64.5K	3.13%	10
2024 Q2	$6.81M	Buy	+96,140	New	+$6.82M	2.71%	11

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

Orion Investment Company's NEE Position: Q1 2026 in Review

Orion Investment Company increased its NextEra Energy (NEE) stake by 1.3% in Q1 2026, buying an estimated $117K and bringing the position to 104,089 shares worth $9.67M. The position accounts for 3.07% of the portfolio, ranked #9.

Orion Investment Company first reported a position in NEE in Q2 2024 and has held it in 8 quarters since. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Orion Investment Company held 104,089 shares of NextEra Energy worth $9.67M as of Q1 2026.
Orion Investment Company bought 1,320 NextEra Energy shares in Q1 2026, an estimated $117K.
NextEra Energy made up 3.07% of Orion Investment Company's portfolio in Q1 2026, its #9 holding.
Orion Investment Company first reported a position in NextEra Energy in Q2 2024 and has held it in 8 quarters since.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Orion Investment Company's 13F filing for Q1 2026, filed 12 May 2026.