Adams Diversified Equity Fund’s NextEra Energy NEE Stock Holding History

Adams Diversified Equity Fund’s Portfolio NEE Stock Details NEE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$22.8M	Hold	259,400	–	–	0.7%	34
2026 Q1	$24.1M	Buy	259,400 +96,100	+59%	+$8.54M	0.85%	35
2025 Q4	$13.1M	Buy	+163,300	New	+$13.5M	0.44%	73
2025 Q2	–	Sell	-258,300	Closed	-$18.3M	–	107
2025 Q1	$18.3M	Sell	258,300 -7,000	-3%	-$494K	0.73%	45
2024 Q4	$19M	Sell	265,300 -49,500	-16%	-$3.85M	0.72%	47
2024 Q3	$26.6M	Sell	314,800 -37,900	-11%	-$2.96M	0.98%	21
2024 Q2	$25M	Buy	352,700 +64,400	+22%	+$4.57M	0.85%	37
2024 Q1	$18.4M	Buy	288,300 +95,400	+49%	+$5.59M	0.65%	60
2023 Q4	$11.7M	Buy	+192,900	New	+$11M	0.46%	75
2022 Q3	–	Sell	-134,700	Closed	-$10.4M	–	99
2022 Q2	$10.4M	Sell	134,700 -173,000	-56%	-$13.2M	0.5%	83
2022 Q1	$26.1M	Buy	307,700 +63,800	+26%	+$5.11M	1.04%	30
2021 Q4	$22.8M	Hold	243,900	–	–	0.86%	40
2021 Q3	$19.2M	Buy	+243,900	New	+$19.7M	0.76%	49
2021 Q2	–	Sell	-124,100	Closed	-$9.38M	–	109
2021 Q1	$9.38M	Sell	124,100 -201,100	-62%	-$15.7M	0.4%	96
2020 Q4	$25.1M	Hold	325,200	–	–	1.14%	24
2020 Q3	$22.6M	Hold	325,200	–	–	1.1%	25
2020 Q2	$19.5M	Sell	325,200 -36,000	-10%	-$2.15M	1.03%	27
2020 Q1	$21.7M	Hold	361,200	–	–	1.38%	19
2019 Q4	$21.9M	Hold	361,200	–	–	1.13%	30
2019 Q3	$21M	Sell	361,200 -34,800	-9%	-$1.88M	1.12%	31
2019 Q2	$20.3M	Hold	396,000	–	–	1.08%	32
2019 Q1	$19.1M	Hold	396,000	–	–	1.05%	32
2018 Q4	$17.2M	Hold	396,000	–	–	1.06%	38
2018 Q3	$16.6M	Hold	396,000	–	–	0.82%	49
2018 Q2	$16.5M	Hold	396,000	–	–	0.88%	44
2018 Q1	$16.2M	Sell	396,000 -51,200	-11%	-$1.97M	0.89%	49
2017 Q4	$17.5M	Hold	447,200	–	–	0.94%	44
2017 Q3	$16.4M	Hold	447,200	–	–	0.89%	45
2017 Q2	$15.7M	Hold	447,200	–	–	0.88%	48
2017 Q1	$14.4M	Hold	447,200	–	–	0.82%	52
2016 Q4	$13.4M	Hold	447,200	–	–	0.83%	50
2016 Q3	$14.6M	Hold	447,200	–	–	0.98%	44
2016 Q2	$14.6M	Buy	447,200 +123,200	+38%	+$3.7M	0.98%	44
2016 Q1	$9.59M	Hold	324,000	–	–	0.67%	60
2015 Q4	$8.41M	Hold	324,000	–	–	0.58%	64
2015 Q3	$7.9M	Hold	324,000	–	–	0.57%	65
2015 Q2	$7.94M	Hold	324,000	–	–	0.52%	69
2015 Q1	$8.43M	Hold	324,000	–	–	0.55%	70
2014 Q4	$8.61M	Hold	324,000	–	–	0.57%	73
2014 Q3	$7.6M	Hold	324,000	–	–	0.5%	77
2014 Q2	$8.3M	Hold	324,000	–	–	0.55%	74
2014 Q1	$7.75M	Hold	324,000	–	–	0.55%	76
2013 Q4	$6.93M	Buy	+324,000	New	+$6.83M	0.49%	77

Other funds holding NEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Adams Diversified Equity Fund's NEE Position: Q2 2026 in Review

Adams Diversified Equity Fund held its NextEra Energy (NEE) position steady in Q2 2026 at 259,400 shares worth $22.8M. The position accounts for 0.7% of the portfolio, ranked #34.

Adams Diversified Equity Fund first reported a position in NEE in Q4 2013 and has held it in 43 quarters since. The position peaked at $26.6M in Q3 2024. 3,023 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Adams Diversified Equity Fund held 259,400 shares of NextEra Energy worth $22.8M as of Q2 2026.
Adams Diversified Equity Fund left its NextEra Energy share count unchanged in Q2 2026.
NextEra Energy made up 0.7% of Adams Diversified Equity Fund's portfolio in Q2 2026, its #34 holding.
Adams Diversified Equity Fund first reported a position in NextEra Energy in Q4 2013 and has held it in 43 quarters since.
Adams Diversified Equity Fund's NextEra Energy position peaked at $26.6M in Q3 2024.
3,023 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Adams Diversified Equity Fund's 13F filing for Q2 2026, filed 22 Jul 2026.