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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Tandem Capital Management's NEE Position: Q1 2026 in Review

Tandem Capital Management increased its NextEra Energy (NEE) stake by 1.2% in Q1 2026, buying an estimated $11.1K and bringing the position to 10,665 shares worth $991K. The position accounts for 0.5% of the portfolio, ranked #60.

Tandem Capital Management first reported a position in NEE in Q4 2022 and has held it in 14 quarters since. 3,028 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Tandem Capital Management held 10,665 shares of NextEra Energy worth $991K as of Q1 2026.
Tandem Capital Management bought 125 NextEra Energy shares in Q1 2026, an estimated $11.1K.
NextEra Energy made up 0.5% of Tandem Capital Management's portfolio in Q1 2026, its #60 holding.
Tandem Capital Management first reported a position in NextEra Energy in Q4 2022 and has held it in 14 quarters since.
3,028 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Tandem Capital Management's 13F filing for Q1 2026, filed 16 Apr 2026.