SEC 13F Intelligence

Orion Investment Co / NEE

Orion Investment Co’s Nextera Energy Inc Position

Does Orion Investment Co own Nextera Energy Inc (NEE)? Yes — 104.1K shares worth $10M (+3.07% of its 13F portfolio) as of Q1 2026, up from 102.8K shares the prior filed quarter.

Position Value
$10M
Q1 2026
Shares
104.1K
% of Portfolio
+3.07%
Quarters Held
8
currently held

Position History NEE

Reported value by quarter
Q2 ’24: $7MQ2 ’24Q3 ’24: $8MQ3 ’24Q4 ’24: $7MQ4 ’24Q1 ’25: $7MQ1 ’25Q2 ’25: $7MQ2 ’25Q3 ’25: $8MQ3 ’25Q4 ’25: $8MQ4 ’25Q1 ’26: $10MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026104.1K$10M+3.07%
Q4 2025102.8K$8M+2.51%
Q3 2025102.1K$8M+2.45%
Q2 2025101.7K$7M+2.50%
Q1 202599.9K$7M+2.89%
Q4 202499.0K$7M+2.83%
Q3 202495.3K$8M+3.13%
Q2 202496.1K$7M+2.71%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Orion Investment Co’s full portfolio or all institutional holders of NEE.