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Tandem Capital Management’s NextEra Energy NEE Stock Holding History

Tandem Capital Management’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 		$990K Buy
11,280
+615
+6% +$55.6K 0.42% 66
2026
Q1 		$991K Buy
10,665
+125
+1% +$11.1K 0.5% 60
2025
Q4 		$846K Buy
10,540
+150
+1% +$12.4K 0.38% 70
2025
Q3 		$784K Buy
10,390
+425
+4% +$31.1K 0.37% 70
2025
Q2 		$692K Buy
9,965
+145
+1% +$10.1K 0.35% 70
2025
Q1 		$696K Buy
9,820
+335
+4% +$23.6K 0.39% 66
2024
Q4 		$680K Sell
9,485
-450
-5% -$35K 0.36% 73
2024
Q3 		$840K Buy
9,935
+125
+1% +$9.76K 0.44% 60
2024
Q2 		$707K Buy
9,810
+125
+1% +$8.87K 0.39% 68
2024
Q1 		$619K Sell
9,685
-470
-5% -$27.5K 0.35% 77
2023
Q4 		$617K Buy
10,155
+6,635
+188% +$378K 0.38% 68
2023
Q3 		$202K Sell
3,520
-310
-8% -$21.5K 0.14% 105
2023
Q2 		$284K Hold
3,830
– – 0.19% 96
2023
Q1 		$295K Buy
3,830
+1,064
+38% +$81.8K 0.21% 85
2022
Q4 		$231K Buy
+2,766
New +$223K 0.18% 89

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 $3.38T AUM 44.17% 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

Tandem Capital Management's NEE Position: Q2 2026 in Review

Tandem Capital Management increased its NextEra Energy (NEE) stake by 5.8% in Q2 2026, buying an estimated $55.6K and bringing the position to 11,280 shares worth $990K. The position accounts for 0.42% of the portfolio, ranked #66.

Tandem Capital Management first reported a position in NEE in Q4 2022 and has held it in 15 quarters since. The position peaked at $991K in Q1 2026. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Tandem Capital Management held 11,280 shares of NextEra Energy worth $990K as of Q2 2026.
  • Tandem Capital Management bought 615 NextEra Energy shares in Q2 2026, an estimated $55.6K.
  • NextEra Energy made up 0.42% of Tandem Capital Management's portfolio in Q2 2026, its #66 holding.
  • Tandem Capital Management first reported a position in NextEra Energy in Q4 2022 and has held it in 15 quarters since.
  • Tandem Capital Management's NextEra Energy position peaked at $991K in Q1 2026.
  • 3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Tandem Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.