Slocum, Gordon & Co LLP NEE — NEXTERA ENERGY INC

Ownership history in Slocum, Gordon & Co LLP  ·  10 quarters on record

AI Ownership Summary

Slocum, Gordon & Co LLP reported NEXTERA ENERGY INC (NEE) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 6.73% in 2026 Q1. The latest visible filing shows NEE at 6.73% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this NEE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Slocum, Gordon & Co LLP's position in NEXTERA ENERGY INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

NEE was reported at 6.73% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
6.73% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

NEE stock page Slocum, Gordon & Co LLP fund profile Slocum, Gordon & Co LLP full holdings
How Slocum, Gordon & Co LLP held NEE — position size vs. price
% of Fund (quarterly)    NEE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 106,558 -847 -0.8% 6.73% $9.9M 2026-04-15 $91.24
2025 Q4 REDUCED — — — 107,405 -1,476 -1.4% 6.25% $8.6M 2026-01-26 $84.89
2025 Q3 ADDED — — — 108,881 +678 +0.6% 6.56% $8.2M 2025-10-17 $83.39
2025 Q2 REDUCED — — — 108,203 -1,994 -1.8% 6.05% $7.5M 2025-08-19 $74.90
2025 Q1 REDUCED — — — 110,197 -1,734 -1.5% 5.82% $7.8M 2025-04-23 $65.33
2024 Q3 ADDED — — — 111,931 +3,958 +3.7% 3.81% $9.5M 2024-11-04 $74.98
2024 Q2 REDUCED — — — 107,973 -1,390 -1.3% 5.69% $7.6M 2024-08-05 $72.89
2024 Q1 ADDED — — — 109,363 +31,916 +41.2% 5.19% $7.0M 2024-05-02 $65.03
2023 Q4 REDUCED — — — 77,447 -2,781 -3.5% 4.13% $4.7M 2024-02-14 $52.42
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding NEE

As of 2026 Q1 — sorted by position size

Inherent Management Corp. 13.43% MARK SHEPTOFF FINANCIAL PLANNING, LLC 3Y 7Y 8.94% ACCOUNT MANAGEMENT LLC 3Y 7Y 8.75% Portman Square Capital LLP 3Y 7.82% Electron Capital Partners, LLC 3Y 7Y 7.42% Ausbil Investment Management Ltd 3Y 6.52% Asset Management Advisors, LLC 3Y 7Y 6.49% Constitution Capital LLC 3Y 5.36% Tandem Investment Advisors, Inc. 3Y 7Y 5.02% Munro Partners 4.86%

FAQ About Slocum, Gordon & Co LLP and NEE

These are the practical questions this page is built to answer before you even open the full history table.

How long has Slocum, Gordon & Co LLP reported owning NEE?

Slocum, Gordon & Co LLP reported NEE across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported NEE position in Slocum, Gordon & Co LLP's portfolio?

The largest reported portfolio weight for NEE was 6.73% in 2026 Q1.

What is the latest reported NEE position on this page?

The most recent filing on this page is 2026 Q1, when Slocum, Gordon & Co LLP reported 106,558 shares, equal to 6.73% of portfolio, with an estimated market value of $9.9M.

What does the chart on this NEE ownership page compare?

The chart compares Slocum, Gordon & Co LLP's quarterly NEE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Slocum, Gordon & Co LLP time their NEE position?

Based on 13F filing dates vs. subsequent NEE price moves, Slocum, Gordon & Co LLP correctly timed 2 out of 9 reported position changes (22%). The annualised alpha on NEE relative to SPY over the holding period was +0.6%.

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