Borer Denton & Associates’s NextEra Energy NEE Stock Holding History

Borer Denton & Associates’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	$1.13M	Hold	12,131	–	–	0.4%	38
2025 Q4	$974K	Hold	12,131	–	–	0.33%	40
2025 Q3	$916K	Hold	12,131	–	–	0.3%	39
2025 Q2	$842K	Hold	12,131	–	–	0.29%	42
2025 Q1	$860K	Sell	12,131 -68	-0.6%	-$4.8K	0.3%	41
2024 Q4	$875K	Buy	12,199 +1,053	+9%	+$81.8K	0.3%	40
2024 Q3	$942K	Hold	11,146	–	–	0.32%	38
2024 Q2	$789K	Hold	11,146	–	–	0.29%	40
2024 Q1	$712K	Hold	11,146	–	–	0.25%	41
2023 Q4	$677K	Hold	11,146	–	–	0.26%	39
2023 Q3	$639K	Hold	11,146	–	–	0.26%	39
2023 Q2	$827K	Hold	11,146	–	–	0.33%	38
2023 Q1	$859K	Buy	11,146 +3,236	+41%	+$249K	0.36%	37
2022 Q4	$661K	Hold	7,910	–	–	0.29%	39
2022 Q3	$620K	Buy	7,910 +4,910	+164%	+$417K	0.31%	37
2022 Q2	$232K	Hold	3,000	–	–	0.11%	51
2022 Q1	$254K	Buy	+3,000	New	+$240K	0.11%	51

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

Borer Denton & Associates's NEE Position: Q1 2026 in Review

Borer Denton & Associates held its NextEra Energy (NEE) position steady in Q1 2026 at 12,131 shares worth $1.13M. The position accounts for 0.4% of the portfolio, ranked #38.

Borer Denton & Associates first reported a position in NEE in Q1 2022 and has held it in 17 quarters since. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Borer Denton & Associates held 12,131 shares of NextEra Energy worth $1.13M as of Q1 2026.
Borer Denton & Associates left its NextEra Energy share count unchanged in Q1 2026.
NextEra Energy made up 0.4% of Borer Denton & Associates's portfolio in Q1 2026, its #38 holding.
Borer Denton & Associates first reported a position in NextEra Energy in Q1 2022 and has held it in 17 quarters since.
3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Borer Denton & Associates's 13F filing for Q1 2026, filed 12 May 2026.