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 Q2	$1.07M	Buy	12,181 +50	+0.4%	+$4.52K	0.35%	42
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 $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

Borer Denton & Associates's NEE Position: Q2 2026 in Review

Borer Denton & Associates increased its NextEra Energy (NEE) stake by 0.41% in Q2 2026, buying an estimated $4.52K and bringing the position to 12,181 shares worth $1.07M. The position accounts for 0.35% of the portfolio, ranked #42.

Borer Denton & Associates first reported a position in NEE in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.13M in Q1 2026. 3,042 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Borer Denton & Associates held 12,181 shares of NextEra Energy worth $1.07M as of Q2 2026.
Borer Denton & Associates bought 50 NextEra Energy shares in Q2 2026, an estimated $4.52K.
NextEra Energy made up 0.35% of Borer Denton & Associates's portfolio in Q2 2026, its #42 holding.
Borer Denton & Associates first reported a position in NextEra Energy in Q1 2022 and has held it in 18 quarters since.
Borer Denton & Associates's NextEra Energy position peaked at $1.13M in Q1 2026.
3,042 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Borer Denton & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.