Tandem Investment Advisors’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $77.3M | Sell |
881,015
-221,962
| -20% | -$20.1M | 5.18% | 2 |
|
|
2026
Q1 | $102M | Sell |
1,102,977
-196,286
| -15% | -$17.5M | 5.02% | 2 |
|
|
2025
Q4 | $104M | Sell |
1,299,263
-91,190
| -7% | -$7.55M | 3.88% | 11 |
|
|
2025
Q3 | $105M | Sell |
1,390,453
-27,112
| -2% | -$1.98M | 3.58% | 13 |
|
|
2025
Q2 | $98.4M | Buy |
1,417,565
+44,074
| +3% | +$3.06M | 3.45% | 14 |
|
|
2025
Q1 | $97.4M | Buy |
1,373,491
+14,568
| +1% | +$1.03M | 3.4% | 12 |
|
|
2024
Q4 | $97.4M | Buy |
1,358,923
+34,032
| +3% | +$2.64M | 3.69% | 9 |
|
|
2024
Q3 | $112M | Sell |
1,324,891
-20,785
| -2% | -$1.62M | 4.24% | 7 |
|
|
2024
Q2 | $95.3M | Buy |
1,345,676
+6,705
| +0.5% | +$476K | 3.79% | 7 |
|
|
2024
Q1 | $85.6M | Buy |
1,338,971
+79,998
| +6% | +$4.69M | 3.31% | 10 |
|
|
2023
Q4 | $76.5M | Buy |
1,258,973
+201,662
| +19% | +$11.5M | 3.06% | 10 |
|
|
2023
Q3 | $60.6M | Buy |
1,057,311
+434,209
| +70% | +$30.1M | 2.56% | 21 |
|
|
2023
Q2 | $46.2M | Buy |
623,102
+57,836
| +10% | +$4.38M | 2.03% | 27 |
|
|
2023
Q1 | $43.6M | Buy |
565,266
+63,982
| +13% | +$4.92M | 2.09% | 23 |
|
|
2022
Q4 | $41.9M | Buy |
501,284
+24,414
| +5% | +$1.97M | 2.16% | 21 |
|
|
2022
Q3 | $37.4M | Sell |
476,870
-80,307
| -14% | -$6.81M | 2.13% | 22 |
|
|
2022
Q2 | $43.2M | Buy |
557,177
+35,537
| +7% | +$2.71M | 2.54% | 19 |
|
|
2022
Q1 | $44.2M | Buy |
521,640
+45,741
| +10% | +$3.67M | 2.71% | 21 |
|
|
2021
Q4 | $44.4M | Buy |
475,899
+4,709
| +1% | +$407K | 2.89% | 18 |
|
|
2021
Q3 | $37M | Buy |
471,190
+29,999
| +7% | +$2.42M | 3.03% | 19 |
|
|
2021
Q2 | $32.3M | Buy |
441,191
+38,967
| +10% | +$2.92M | 2.77% | 20 |
|
|
2021
Q1 | $30.4M | Buy |
402,224
+43,543
| +12% | +$3.4M | 2.92% | 18 |
|
|
2020
Q4 | $27.7M | Buy |
358,681
+51,297
| +17% | +$3.84M | 2.97% | 16 |
|
|
2020
Q3 | $21.3M | Buy |
307,384
+18,040
| +6% | +$1.25M | 2.62% | 20 |
|
|
2020
Q2 | $17.4M | Buy |
289,344
+17,892
| +7% | +$1.07M | 2.34% | 21 |
|
|
2020
Q1 | $16.3M | Buy |
271,452
+54,236
| +25% | +$3.41M | 2.42% | 20 |
|
|
2019
Q4 | $13.2M | Buy |
217,216
+27,940
| +15% | +$1.63M | 2.2% | 25 |
|
|
2019
Q3 | $11M | Sell |
189,276
-2,100
| -1% | -$114K | 2% | 27 |
|
|
2019
Q2 | $9.8M | Buy |
191,376
+20,552
| +12% | +$1.01M | 1.86% | 29 |
|
|
2019
Q1 | $8.26M | Buy |
170,824
+4,660
| +3% | +$213K | 1.82% | 30 |
|
|
2018
Q4 | $7.22M | Buy |
166,164
+9,144
| +6% | +$400K | 1.87% | 29 |
|
|
2018
Q3 | $6.58M | Buy |
157,020
+14,560
| +10% | +$620K | 1.8% | 29 |
|
|
2018
Q2 | $5.95M | Buy |
142,460
+5,100
| +4% | +$206K | 1.82% | 30 |
|
|
2018
Q1 | $5.61M | Sell |
137,360
-604
| -0.4% | -$23.3K | 1.83% | 30 |
|
|
2017
Q4 | $5.39M | Buy |
137,964
+6,428
| +5% | +$248K | 1.85% | 29 |
|
|
2017
Q3 | $4.82M | Sell |
131,536
-32,264
| -20% | -$1.18M | 1.81% | 29 |
|
|
2017
Q2 | $5.74M | Buy |
163,800
+6,732
| +4% | +$230K | 2.28% | 24 |
|
|
2017
Q1 | $5.04M | Buy |
157,068
+2,752
| +2% | +$86.5K | 2.23% | 23 |
|
|
2016
Q4 | $4.61M | Buy |
+154,316
| New | +$4.61M | 2.22% | 20 |
|
Other funds holding NEE
Tandem Investment Advisors's NEE Position: Q2 2026 in Review
Tandem Investment Advisors reduced its NextEra Energy (NEE) stake by 20% in Q2 2026, selling an estimated $20.1M and leaving 881,015 shares worth $77.3M. The position accounts for 5.18% of the portfolio, ranked #2.
Tandem Investment Advisors first reported a position in NEE in Q4 2016 and has held it in 39 quarters since. The position peaked at $112M in Q3 2024. 3,019 funds tracked by Wall St. Rank hold NEE as of Q2 2026.
- Tandem Investment Advisors held 881,015 shares of NextEra Energy worth $77.3M as of Q2 2026.
- Tandem Investment Advisors sold 221,962 NextEra Energy shares in Q2 2026, an estimated $20.1M.
- NextEra Energy made up 5.18% of Tandem Investment Advisors's portfolio in Q2 2026, its #2 holding.
- Tandem Investment Advisors first reported a position in NextEra Energy in Q4 2016 and has held it in 39 quarters since.
- Tandem Investment Advisors's NextEra Energy position peaked at $112M in Q3 2024.
- 3,019 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.
Based on Tandem Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.