Salomon & Ludwin
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Salomon & Ludwin’s NextEra Energy NEE Stock Holding History

Salomon & Ludwin’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
Q3 		$211K Hold
2,786
– – 0.02% 166
2026
Q2 		$241K Sell
2,786
-211
-7% -$19.1K 0.02% 160
2026
Q1 		$279K Buy
2,997
+187
+7% +$16.6K 0.02% 149
2025
Q4 		$229K Buy
2,810
+268
+11% +$22.2K 0.02% 162
2025
Q3 		$204K Buy
2,542
+741
+41% +$54.1K 0.02% 165
2025
Q2 		$132K Sell
1,801
-2,425
-57% -$168K 0.01% 167
2025
Q1 		$300K Hold
4,226
– – 0.03% 127
2024
Q4 		$303K Hold
4,226
– – 0.03% 125
2024
Q3 		$357K Buy
4,226
+76
+2% +$5.93K 0.04% 122
2024
Q2 		$294K Sell
4,150
-3,020
-42% -$214K 0.03% 131
2024
Q1 		$458K Buy
7,170
+492
+7% +$28.8K 0.04% 128
2023
Q4 		$383K Hold
6,678
– – 0.04% 129
2023
Q3 		$383K Hold
6,678
– – 0.04% 129
2023
Q2 		$496K Hold
6,678
– – 0.05% 113
2023
Q1 		$515K Sell
6,678
-60
-0.9% -$4.61K 0.06% 107
2022
Q4 		$563K Buy
6,738
+180
+3% +$14.5K 0.07% 102
2022
Q3 		$514K Buy
6,558
+3,887
+146% +$330K 0.08% 89
2022
Q2 		$207K Hold
2,671
– – 0.03% 122
2022
Q1 		$226K Buy
2,671
+47
+2% +$3.77K 0.03% 116
2021
Q4 		$245K Hold
2,624
– – 0.03% 102
2021
Q3 		$206K Buy
+2,624
New +$212K 0.03% 95
2021
Q1 		– Sell
-2,624
Closed -$202K – 76
2020
Q4 		$202K Sell
2,624
-680
-21% -$50.9K 0.04% 67
2020
Q3 		$229K Buy
+3,304
New +$228K 0.05% 63
2020
Q2 		– Sell
-3,304
Closed -$199K – 169
2020
Q1 		$199K Hold
3,304
– – 0.05% 50
2019
Q4 		$200K Hold
3,304
– – 0.04% 53
2019
Q3 		$192K Hold
3,304
– – 0.04% 46
2019
Q2 		$169K Sell
3,304
-968
-23% -$47.6K 0.03% 49
2019
Q1 		$206K Hold
4,272
– – 0.04% 40
2018
Q4 		$186K Buy
+4,272
New +$187K 0.04% 40

Other funds holding NEE

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Salomon & Ludwin's NEE Position: Q3 2026 in Review

Salomon & Ludwin held its NextEra Energy (NEE) position steady in Q3 2026 at 2,786 shares worth $211K. The position accounts for 0.02% of the portfolio, ranked #166.

Salomon & Ludwin first reported a position in NEE in Q4 2018 and has held it in 29 quarters since. The position peaked at $563K in Q4 2022. 2,476 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

  • Salomon & Ludwin held 2,786 shares of NextEra Energy worth $211K as of Q3 2026.
  • Salomon & Ludwin left its NextEra Energy share count unchanged in Q3 2026.
  • NextEra Energy made up 0.02% of Salomon & Ludwin's portfolio in Q3 2026, its #166 holding.
  • Salomon & Ludwin first reported a position in NextEra Energy in Q4 2018 and has held it in 29 quarters since.
  • Salomon & Ludwin's NextEra Energy position peaked at $563K in Q4 2022.
  • 2,476 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Salomon & Ludwin's 13F filing for Q3 2026, filed 29 Oct 2026.