Slocum, Gordon & Co’s NextEra Energy NEE Stock Holding History

Slocum, Gordon & 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	$8.9M	Sell	101,436 -5,122	-5%	-$463K	5.91%	4
2026 Q1	$9.9M	Sell	106,558 -847	-0.8%	-$75.3K	6.73%	4
2025 Q4	$8.62M	Sell	107,405 -1,476	-1%	-$122K	6.25%	3
2025 Q3	$8.22M	Buy	108,881 +678	+0.6%	+$49.5K	6.56%	1
2025 Q2	$7.51M	Sell	108,203 -1,994	-2%	-$139K	6.05%	2
2025 Q1	$7.81M	Buy	+110,197	New	+$7.78M	5.82%	4
2024 Q4	–	Sell	-111,931	Closed	-$9.46M	–	139
2024 Q3	$9.46M	Buy	111,931 +3,958	+4%	+$309K	3.81%	5
2024 Q2	$7.65M	Sell	107,973 -1,390	-1%	-$98.6K	5.69%	4
2024 Q1	$6.99M	Buy	109,363 +31,916	+41%	+$1.87M	5.19%	6
2023 Q4	$4.7M	Sell	77,447 -150	-0.2%	-$8.55K	4.13%	7
2023 Q3	$4.45M	Sell	77,597 -1,100	-1%	-$76.2K	3.87%	9
2023 Q2	$5.84M	Sell	78,697 -1,531	-2%	-$116K	4.24%	9
2023 Q1	$6.18M	Sell	80,228 -7,120	-8%	-$548K	5.13%	8
2022 Q4	$7.3M	Buy	+87,348	New	+$7.06M	4.71%	9

Other funds holding NEE

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Slocum, Gordon & Co's NEE Position: Q2 2026 in Review

Slocum, Gordon & Co reduced its NextEra Energy (NEE) stake by 4.8% in Q2 2026, selling an estimated $463K and leaving 101,436 shares worth $8.9M. The position accounts for 5.91% of the portfolio, ranked #4.

Slocum, Gordon & Co first reported a position in NEE in Q4 2022 and has held it in 14 quarters since. The position peaked at $9.9M in Q1 2026. 1,177 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Slocum, Gordon & Co held 101,436 shares of NextEra Energy worth $8.9M as of Q2 2026.
Slocum, Gordon & Co sold 5,122 NextEra Energy shares in Q2 2026, an estimated $463K.
NextEra Energy made up 5.91% of Slocum, Gordon & Co's portfolio in Q2 2026, its #4 holding.
Slocum, Gordon & Co first reported a position in NextEra Energy in Q4 2022 and has held it in 14 quarters since.
Slocum, Gordon & Co's NextEra Energy position peaked at $9.9M in Q1 2026.
1,177 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Slocum, Gordon & Co's 13F filing for Q2 2026, filed 23 Jul 2026.