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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Boit C.F. David's NEE Position: Q1 2026 in Review

Boit C.F. David held its NextEra Energy (NEE) position steady in Q1 2026 at 1,200 shares worth $111K. The position accounts for 0.05% of the portfolio, ranked #96.

Boit C.F. David first reported a position in NEE in Q4 2023 and has held it in 10 quarters since. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Boit C.F. David held 1,200 shares of NextEra Energy worth $111K as of Q1 2026.
Boit C.F. David left its NextEra Energy share count unchanged in Q1 2026.
NextEra Energy made up 0.05% of Boit C.F. David's portfolio in Q1 2026, its #96 holding.
Boit C.F. David first reported a position in NextEra Energy in Q4 2023 and has held it in 10 quarters since.
3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Boit C.F. David's 13F filing for Q1 2026, filed 9 Apr 2026.