Slocum, Gordon & Co
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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
Q3 		$7.51M Sell
99,138
-2,298
-2% -$194K 5.24% 4
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

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
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
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Slocum, Gordon & Co's NEE Position: Q3 2026 in Review

Slocum, Gordon & Co reduced its NextEra Energy (NEE) stake by 2.3% in Q3 2026, selling an estimated $194K and leaving 99,138 shares worth $7.51M. The position accounts for 5.24% of the portfolio, ranked #4.

Slocum, Gordon & Co first reported a position in NEE in Q4 2022 and has held it in 15 quarters since. The position peaked at $9.9M in Q1 2026. 2,333 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

  • Slocum, Gordon & Co held 99,138 shares of NextEra Energy worth $7.51M as of Q3 2026.
  • Slocum, Gordon & Co sold 2,298 NextEra Energy shares in Q3 2026, an estimated $194K.
  • NextEra Energy made up 5.24% of Slocum, Gordon & Co's portfolio in Q3 2026, its #4 holding.
  • Slocum, Gordon & Co first reported a position in NextEra Energy in Q4 2022 and has held it in 15 quarters since.
  • Slocum, Gordon & Co's NextEra Energy position peaked at $9.9M in Q1 2026.
  • 2,333 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Slocum, Gordon & Co's 13F filing for Q3 2026, filed 19 Oct 2026.