Asset Dedication LLC’s NextEra Energy NEE Stock Holding History

Asset Dedication LLC’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	$258K	Sell	2,944 -316	-10%	-$28.6K	0.02%	296
2026 Q1	$303K	Sell	3,260 -589	-15%	-$52.4K	0.02%	264
2025 Q4	$309K	Buy	3,849 +58	+2%	+$4.8K	0.02%	261
2025 Q3	$286K	Buy	3,791 +648	+21%	+$47.3K	0.02%	286
2025 Q2	$218K	Sell	3,143 -114	-4%	-$7.92K	0.02%	311
2025 Q1	$231K	Sell	3,257 -721	-18%	-$50.9K	0.02%	279
2024 Q4	$285K	Sell	3,978 -5,422	-58%	-$421K	0.02%	252
2024 Q3	$795K	Sell	9,400 -6,561	-41%	-$512K	0.05%	197
2024 Q2	$1.13M	Buy	15,961 +164	+1%	+$11.6K	0.08%	167
2024 Q1	$1.02M	Sell	15,797 -9,450	-37%	-$554K	0.08%	163
2023 Q4	$1.54M	Sell	25,247 -110	-0.4%	-$6.27K	0.13%	128
2023 Q3	$1.45M	Buy	25,357 +2,475	+11%	+$171K	0.12%	131
2023 Q2	$1.7M	Buy	22,882 +2,614	+13%	+$198K	0.14%	118
2023 Q1	$1.56M	Buy	20,268 +2,655	+15%	+$204K	0.14%	123
2022 Q4	$1.48M	Buy	17,613 +1,916	+12%	+$155K	0.15%	123
2022 Q3	$1.23M	Buy	15,697 +495	+3%	+$42K	0.14%	129
2022 Q2	$1.18M	Buy	15,202 +1,516	+11%	+$115K	0.17%	80
2022 Q1	$1.16M	Buy	13,686 +9,516	+228%	+$763K	0.13%	135
2021 Q4	$391K	Buy	4,170 +336	+9%	+$29K	0.05%	220
2021 Q3	$302K	Buy	3,834 +1,129	+42%	+$91.1K	0.04%	228
2021 Q2	$202K	Buy	2,705 +2,314	+592%	+$174K	0.03%	254
2021 Q1	$31K	Sell	391 -252	-39%	-$19.7K	0.01%	384
2020 Q4	$51K	Sell	643 -29	-4%	-$2.17K	0.01%	355
2020 Q3	$46K	Sell	672 -1,104	-62%	-$76.2K	0.01%	341
2020 Q2	$107K	Hold	1,776	–	–	0.03%	255
2020 Q1	$107K	Sell	1,776 -148	-8%	-$9.3K	0.03%	250
2019 Q4	$117K	Buy	1,924 +324	+20%	+$18.9K	0.03%	222
2019 Q3	$93K	Hold	1,600	–	–	0.03%	229
2019 Q2	$82K	Hold	1,600	–	–	0.03%	240
2019 Q1	$77K	Hold	1,600	–	–	0.03%	240
2018 Q4	$70K	Hold	1,600	–	–	0.03%	231
2018 Q3	$67K	Hold	1,600	–	–	0.03%	240
2018 Q2	$67K	Hold	1,600	–	–	0.02%	235
2018 Q1	$65K	Hold	1,600	–	–	0.03%	209
2017 Q4	$62K	Hold	1,600	–	–	0.03%	222
2017 Q3	$59K	Hold	1,600	–	–	0.03%	195
2017 Q2	$56K	Hold	1,600	–	–	0.03%	209
2017 Q1	$51K	Hold	1,600	–	–	0.03%	207
2016 Q4	$48K	Hold	1,600	–	–	0.03%	210
2016 Q3	$49K	Hold	1,600	–	–	0.03%	199
2016 Q2	$52K	Sell	1,600 -8	-0.5%	-$240	0.04%	188
2016 Q1	$48K	Sell	1,608 -400	-20%	-$11.2K	0.04%	184
2015 Q4	$52K	Buy	+2,008	New	+$50.8K	0.03%	229

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

Asset Dedication LLC's NEE Position: Q2 2026 in Review

Asset Dedication LLC reduced its NextEra Energy (NEE) stake by 9.7% in Q2 2026, selling an estimated $28.6K and leaving 2,944 shares worth $258K. The position accounts for 0.02% of the portfolio, ranked #296.

Asset Dedication LLC first reported a position in NEE in Q4 2015 and has held it in 43 quarters since. The position peaked at $1.7M in Q2 2023. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Asset Dedication LLC held 2,944 shares of NextEra Energy worth $258K as of Q2 2026.
Asset Dedication LLC sold 316 NextEra Energy shares in Q2 2026, an estimated $28.6K.
NextEra Energy made up 0.02% of Asset Dedication LLC's portfolio in Q2 2026, its #296 holding.
Asset Dedication LLC first reported a position in NextEra Energy in Q4 2015 and has held it in 43 quarters since.
Asset Dedication LLC's NextEra Energy position peaked at $1.7M in Q2 2023.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Asset Dedication LLC's 13F filing for Q2 2026, filed 30 Jul 2026.