Tandem Investment Partners’s NextEra Energy NEE Stock Holding History

Tandem Investment Partners’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	$682K	Buy	7,775 +25	+0.3%	+$2.26K	0.53%	39
2026 Q1	$720K	Sell	7,750 -325	-4%	-$28.9K	0.61%	40
2025 Q4	$648K	Sell	8,075 -1,050	-12%	-$87K	0.55%	41
2025 Q3	$689K	Buy	9,125 +6,025	+194%	+$440K	0.57%	43
2025 Q2	$215K	Hold	3,100	–	–	0.19%	67
2025 Q1	$220K	Hold	3,100	–	–	0.22%	63
2024 Q4	$222K	Buy	+3,100	New	+$241K	0.21%	59

Other funds holding NEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Tandem Investment Partners's NEE Position: Q2 2026 in Review

Tandem Investment Partners increased its NextEra Energy (NEE) stake by 0.32% in Q2 2026, buying an estimated $2.26K and bringing the position to 7,775 shares worth $682K. The position accounts for 0.53% of the portfolio, ranked #39.

Tandem Investment Partners first reported a position in NEE in Q4 2024 and has held it in 7 quarters since. The position peaked at $720K in Q1 2026. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Tandem Investment Partners held 7,775 shares of NextEra Energy worth $682K as of Q2 2026.
Tandem Investment Partners bought 25 NextEra Energy shares in Q2 2026, an estimated $2.26K.
NextEra Energy made up 0.53% of Tandem Investment Partners's portfolio in Q2 2026, its #39 holding.
Tandem Investment Partners first reported a position in NextEra Energy in Q4 2024 and has held it in 7 quarters since.
Tandem Investment Partners's NextEra Energy position peaked at $720K in Q1 2026.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Tandem Investment Partners's 13F filing for Q2 2026, filed 27 Jul 2026.