NEXTERA ENERGY INC · CUSIP 65339F101 · CIK 1694284
As of 2026-06-30, Tandem Investment Advisors, Inc. reported 881.01K NEE (shares), valued at $77.33M, or 5.18% of its reported non-derivative portfolio. Filed 2026-07-31.
Verify history & sources →Shares decreased 20.12%; reported value decreased 24.52%, and weight changed +0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 5.18% | 881,015 | SEC filing ↗Filed Jul 31, 2026 |
| Q1 2026 | 5.02% | 1,102,977 | SEC filing ↗Filed May 7, 2026 |
| Q4 2025 | 3.88% | 1,299,263 | SEC filing ↗Filed Feb 9, 2026 |
| Q3 2025 | 3.58% | 1,390,453 | SEC filing ↗Filed Nov 3, 2025 |
| Q2 2025 | 3.45% | 1,417,565 | SEC filing ↗Filed Jul 31, 2025 |
| Q1 2025 | 3.40% | 1,373,491 | SEC filing ↗Filed Apr 28, 2025 |
| Q4 2024 | 3.69% | 1,358,923 | SEC filing ↗Filed Feb 3, 2025 |
| Q3 2024 | 4.24% | 1,324,891 | SEC filing ↗Filed Oct 31, 2024 |
| Q2 2024 | 3.79% | 1,345,676 | SEC filing ↗Filed Aug 1, 2024 |
| Q1 2024 | 3.31% | 1,338,971 | SEC filing ↗Filed Apr 30, 2024 |
| Q4 2023 | 3.06% | 1,258,973 | SEC filing ↗Filed Jan 31, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 3.06% | 1,258,973 | $76.47M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Jan 31, 2024 |
| Q1 2024 | 3.31% | 1,338,971 | $85.57M | Shares increased 6.35%; reported value increased 11.91%, and weight changed +0.25 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 30, 2024 |
| Q2 2024 | 3.79% | 1,345,676 | $95.29M | Shares increased 0.50%; reported value increased 11.35%, and weight changed +0.48 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 1, 2024 |
| Q3 2024 | 4.24% | 1,324,891 | $111.99M | Shares decreased 1.54%; reported value increased 17.53%, and weight changed +0.45 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 31, 2024 |
| Q4 2024 | 3.69% | 1,358,923 | $97.42M | Shares increased 2.57%; reported value decreased 13.01%, and weight changed -0.55 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 3, 2025 |
| Q1 2025 | 3.40% | 1,373,491 | $97.37M | Shares increased 1.07%; reported value decreased 0.06%, and weight changed -0.29 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 28, 2025 |
| Q2 2025 | 3.45% | 1,417,565 | $98.41M | Shares increased 3.21%; reported value increased 1.07%, and weight changed +0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 31, 2025 |
| Q3 2025 | 3.58% | 1,390,453 | $104.97M | Shares decreased 1.91%; reported value increased 6.66%, and weight changed +0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 3, 2025 |
| Q4 2025 | 3.88% | 1,299,263 | $104.30M | Shares decreased 6.56%; reported value decreased 0.63%, and weight changed +0.30 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 9, 2026 |
| Q1 2026 | 5.02% | 1,102,977 | $102.44M | Shares decreased 15.11%; reported value decreased 1.78%, and weight changed +1.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 7, 2026 |
| Q2 2026 | 5.18% | 881,015 | $77.33M | Shares decreased 20.12%; reported value decreased 24.52%, and weight changed +0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 31, 2026 |
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