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Steigerwald Gordon & Koch’s NextEra Energy NEE Stock Holding History

Steigerwald Gordon & Koch’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 		$21.8M Sell
248,810
-598
-0.2% -$54.1K 2.16% 19
2026
Q1 		$23.2M Buy
249,408
+3,208
+1% +$285K 2.38% 17
2025
Q4 		$19.8M Sell
246,200
-4,059
-2% -$336K 1.9% 22
2025
Q3 		$18.9M Sell
250,259
-313
-0.1% -$22.9K 1.81% 24
2025
Q2 		$17.4M Buy
250,572
+5,327
+2% +$370K 1.83% 25
2025
Q1 		$17.4M Buy
245,245
+286
+0.1% +$20.2K 1.94% 25
2024
Q4 		$17.6M Buy
244,959
+8,441
+4% +$656K 1.98% 23
2024
Q3 		$20M Buy
236,518
+9,509
+4% +$742K 2.18% 21
2024
Q2 		$16.1M Buy
227,009
+42,087
+23% +$2.99M 1.94% 23
2024
Q1 		$11.8M Buy
184,922
+45,734
+33% +$2.68M 1.47% 34
2023
Q4 		$8.45M Buy
139,188
+44,507
+47% +$2.54M 1.14% 39
2023
Q3 		$5.42M Buy
+94,681
New +$6.55M 0.83% 41
2021
Q4 		– Sell
-3,321
Closed -$261K – 125
2021
Q3 		$261K Buy
+3,321
New +$268K 0.04% 97

Other funds holding NEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Steigerwald Gordon & Koch's NEE Position: Q2 2026 in Review

Steigerwald Gordon & Koch reduced its NextEra Energy (NEE) stake by 0.24% in Q2 2026, selling an estimated $54.1K and leaving 248,810 shares worth $21.8M. The position accounts for 2.16% of the portfolio, ranked #19.

Steigerwald Gordon & Koch first reported a position in NEE in Q3 2021 and has held it in 13 quarters since. The position peaked at $23.2M in Q1 2026. 3,023 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Steigerwald Gordon & Koch held 248,810 shares of NextEra Energy worth $21.8M as of Q2 2026.
  • Steigerwald Gordon & Koch sold 598 NextEra Energy shares in Q2 2026, an estimated $54.1K.
  • NextEra Energy made up 2.16% of Steigerwald Gordon & Koch's portfolio in Q2 2026, its #19 holding.
  • Steigerwald Gordon & Koch first reported a position in NextEra Energy in Q3 2021 and has held it in 13 quarters since.
  • Steigerwald Gordon & Koch's NextEra Energy position peaked at $23.2M in Q1 2026.
  • 3,023 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

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