Boit C.F. David’s NextEra Energy NEE Stock Holding History

Boit C.F. David’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	–	Sell	-1,200	Closed	-$111K	–	103
2026 Q1	$111K	Hold	1,200	–	–	0.05%	96
2025 Q4	$95.9K	Hold	1,200	–	–	0.04%	102
2025 Q3	$90.6K	Hold	1,200	–	–	0.04%	103
2025 Q2	$83.3K	Hold	1,200	–	–	0.04%	105
2025 Q1	$85.1K	Hold	1,200	–	–	0.04%	102
2024 Q4	$86K	Hold	1,200	–	–	0.04%	103
2024 Q3	$103K	Hold	1,200	–	–	0.05%	103
2024 Q2	$85K	Hold	1,200	–	–	0.04%	107
2024 Q1	$82.3K	Hold	1,200	–	–	0.05%	100
2023 Q4	$74.4K	Buy	+1,200	New	+$68.4K	0.04%	111

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

Boit C.F. David's NEE Position: Q2 2026 in Review

Boit C.F. David sold out of NextEra Energy (NEE) in Q2 2026, closing a stake of 1,200 shares — an estimated $111K sold.

Boit C.F. David first reported a position in NEE in Q4 2023 and held it in 10 quarters. The position peaked at $111K in Q1 2026. 3,045 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Boit C.F. David reported no remaining NextEra Energy position as of Q2 2026 after selling out during the quarter.
Boit C.F. David sold 1,200 NextEra Energy shares in Q2 2026, an estimated $111K.
Boit C.F. David first reported a position in NextEra Energy in Q4 2023 and held it in 10 quarters.
Boit C.F. David's NextEra Energy position peaked at $111K in Q1 2026.
3,045 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Boit C.F. David's 13F filing for Q2 2026, filed 30 Jul 2026.