FLPUTNAM INVESTMENT MANAGEMENT CO NEE — NextEra Energy, Inc. COM

Ownership history in FLPUTNAM INVESTMENT MANAGEMENT CO  ·  64 quarters on record

AI Ownership Summary

FLPUTNAM INVESTMENT MANAGEMENT CO reported NextEra Energy, Inc. COM (NEE) in 64 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.63% in 2024 Q3. The latest visible filing shows NEE at 0.43% 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 FLPUTNAM INVESTMENT MANAGEMENT CO's position in NextEra Energy, Inc. COM, 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 Q2

NEE was reported at 0.43% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.63% in 2024 Q3

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

Time in book
Holding Window
2024 Q1 to 2026 Q2

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 FLPUTNAM INVESTMENT MANAGEMENT CO fund profile FLPUTNAM INVESTMENT MANAGEMENT CO full holdings
How FLPUTNAM INVESTMENT MANAGEMENT CO 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 412,261 +51,512 +14.3% 0.43% $36.2M 2026-08-06 $83.97
2026 Q1 REDUCED — — — 360,749 -597 -0.2% 0.50% $33.5M 2026-05-05 $94.87
2025 Q4 REDUCED — — — 361,346 -6,533 -1.8% 0.42% $29.0M 2026-02-09 $87.57
2025 Q3 REDUCED — — — 367,879 -7,249 -1.9% 0.42% $27.8M 2025-10-10 $81.02
2025 Q2 ADDED — — — 375,128 +864 +0.2% 0.45% $26.0M 2025-08-12 $69.32
2025 Q1 REDUCED — — — 374,264 -3,613 -1.0% 0.50% $26.5M 2025-05-15 $71.33
2024 Q4 REDUCED 9.6% -0.3% ✅ 377,877 -40,198 -9.6% 0.50% $27.1M 2025-02-05 $65.67
2024 Q3 ADDED — — — 418,075 +32,008 +8.3% 0.63% $35.3M 2024-11-08 $72.56
2024 Q2 REDUCED 9.0% +20.2% ❌ 386,067 -38,280 -9.0% 0.51% $27.3M 2024-08-14 $73.07
2024 Q1 REDUCED — — — 424,347 -21,284 -4.8% 0.58% $27.1M 2024-05-03 $65.27
54 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding NEE

As of 2026 Q2 — sorted by position size

JONES ROAD CAPITAL MANAGEMENT, L.P. 3Y 43.84% Inherent Management Corp. 9.69% ACCOUNT MANAGEMENT LLC 3Y 7Y 8.5% MARK SHEPTOFF FINANCIAL PLANNING, LLC 3Y 7Y 8.17% Electron Capital Partners, LLC 3Y 7Y 6.77% Harrison Street Private Wealth LLC 5.96% Slocum, Gordon & Co LLP 5.91% Asset Management Advisors, LLC 3Y 7Y 5.6% Portman Square Capital LLP 3Y 5.53% Capital Innovations LLC 3Y 7Y 5.48%

FAQ About FLPUTNAM INVESTMENT MANAGEMENT CO and NEE

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

How long has FLPUTNAM INVESTMENT MANAGEMENT CO reported owning NEE?

FLPUTNAM INVESTMENT MANAGEMENT CO reported NEE across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported NEE position in FLPUTNAM INVESTMENT MANAGEMENT CO's portfolio?

The largest reported portfolio weight for NEE was 0.63% in 2024 Q3.

What is the latest reported NEE position on this page?

The most recent filing on this page is 2026 Q2, when FLPUTNAM INVESTMENT MANAGEMENT CO reported 412,261 shares, equal to 0.43% of portfolio, with an estimated market value of $36.2M.

What does the chart on this NEE ownership page compare?

The chart compares FLPUTNAM INVESTMENT MANAGEMENT CO'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 FLPUTNAM INVESTMENT MANAGEMENT CO time their NEE position?

Based on 13F filing dates vs. subsequent NEE price moves, FLPUTNAM INVESTMENT MANAGEMENT CO correctly timed 27 out of 63 reported position changes (43%). The annualised alpha on NEE relative to SPY over the holding period was +21.5%.

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