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 Q2	$9.24M	Buy	105,281 +1,192	+1%	+$108K	2.7%	12
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 $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

Orion Investment Company's NEE Position: Q2 2026 in Review

Orion Investment Company increased its NextEra Energy (NEE) stake by 1.1% in Q2 2026, buying an estimated $108K and bringing the position to 105,281 shares worth $9.24M. The position accounts for 2.7% of the portfolio, ranked #12.

Orion Investment Company first reported a position in NEE in Q2 2024 and has held it in 9 quarters since. The position peaked at $9.67M in Q1 2026. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Orion Investment Company held 105,281 shares of NextEra Energy worth $9.24M as of Q2 2026.
Orion Investment Company bought 1,192 NextEra Energy shares in Q2 2026, an estimated $108K.
NextEra Energy made up 2.7% of Orion Investment Company's portfolio in Q2 2026, its #12 holding.
Orion Investment Company first reported a position in NextEra Energy in Q2 2024 and has held it in 9 quarters since.
Orion Investment Company's NextEra Energy position peaked at $9.67M in Q1 2026.
3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Orion Investment Company's 13F filing for Q2 2026, filed 11 Aug 2026.