NEE — NEXTERA ENERGY INC

Ownership history in Steigerwald, Gordon & Koch Inc.  ·  11 quarters on record

AI Ownership Summary

Steigerwald, Gordon & Koch Inc. reported NEXTERA ENERGY INC (NEE) in 11 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.18% in 2024 Q3. The latest visible filing shows NEE at 1.90% 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 Steigerwald, Gordon & Koch Inc.'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
2025 Q4

NEE was reported at 1.90% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.18% 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
2023 Q4 to 2025 Q4

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 Steigerwald, Gordon & Koch Inc. fund profile Steigerwald, Gordon & Koch Inc. full holdings
How Steigerwald, Gordon & Koch Inc. held NEE — position size vs. price
% of Fund (quarterly)    NEE price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 246,200 -4,059 -1.6% 1.90% $19.8M 2026-02-14 (Est.) $93.16
2025 Q3 REDUCED 250,259 -313 -0.1% 1.81% $18.9M 2025-10-23 $82.13
2025 Q2 ADDED 250,572 +5,327 +2.2% 1.83% $17.4M 2025-07-14 $73.46
2025 Q1 ADDED 245,245 +286 +0.1% 1.94% $17.4M 2025-04-10 $64.79
2024 Q4 ADDED 244,959 +8,441 +3.6% 1.98% $17.6M 2025-01-16 $68.74
2024 Q3 ADDED 236,518 +9,509 +4.2% 2.18% $20.0M 2024-10-09 $77.10
2024 Q2 ADDED 227,009 +42,087 +22.8% 1.94% $16.1M 2024-08-07 $73.73
2024 Q1 ADDED 184,922 +45,734 +32.9% 1.47% $11.8M 2024-04-16 $58.28
2023 Q4 ADDED 139,188 +44,507 +47.0% 1.14% $8.5M 2024-01-16 $56.48
2 older quarters 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

Ausbil Investment Management Ltd 3Y 6.52% Bath Savings Trust Co 3Y 7Y 2.7% Somerset Trust Co 3Y 7Y 2.67% Roberts Wealth Advisors, LLC 3Y 1.77% FARMERS TRUST CO 3Y 7Y 1.43% EASTERN BANK 3Y 7Y 1.16% NEVILLE RODIE & SHAW INC 3Y 7Y 1.15% WASHINGTON TRUST Co 3Y 7Y 1.11% InTrack Investment Management Inc 3Y 1.09% Cardinal Capital Management, Inc. 3Y 7Y 1.09%

FAQ About Steigerwald, Gordon & Koch Inc. and NEE

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

How long has Steigerwald, Gordon & Koch Inc. reported owning NEE?

Steigerwald, Gordon & Koch Inc. reported NEE across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported NEE position in Steigerwald, Gordon & Koch Inc.'s portfolio?

The largest reported portfolio weight for NEE was 2.18% in 2024 Q3.

What is the latest reported NEE position on this page?

The most recent filing on this page is 2025 Q4, when Steigerwald, Gordon & Koch Inc. reported 246,200 shares, equal to 1.90% of portfolio, with an estimated market value of $19.8M.

What does the chart on this NEE ownership page compare?

The chart compares Steigerwald, Gordon & Koch Inc.'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.

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