Chapin Davis’s NextEra Energy NEE Stock Holding History

Chapin Davis’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	$3.01M	Buy	34,306 +1,634	+5%	+$148K	0.53%	38
2026 Q1	$3.03M	Buy	32,672 +3,622	+12%	+$322K	0.68%	34
2025 Q4	$2.33M	Hold	29,050	–	–	0.55%	44
2025 Q3	$2.19M	Sell	29,050 -129	-0.4%	-$9.43K	0.54%	43
2025 Q2	$2.03M	Buy	29,179 +4,346	+18%	+$302K	0.56%	42
2025 Q1	$1.76M	Buy	24,833 +9,945	+67%	+$702K	0.6%	39
2024 Q4	$1.26M	Hold	14,888	–	–	0.41%	57
2024 Q3	$1.26M	Buy	14,888 +639	+4%	+$49.9K	0.41%	58
2024 Q2	$1.01M	Buy	14,249 +1,358	+11%	+$96.4K	0.34%	67
2024 Q1	$824K	Buy	12,891 +8,678	+206%	+$508K	0.3%	83
2023 Q4	$256K	Buy	4,213 +6	+0.1%	+$342	0.11%	171
2023 Q3	$241K	Hold	4,207	–	–	0.12%	158
2023 Q2	$312K	Buy	4,207 +90	+2%	+$6.81K	0.15%	147
2023 Q1	$317K	Sell	4,117 -575	-12%	-$44.2K	0.16%	144
2022 Q4	$392K	Buy	+4,692	New	+$379K	0.23%	114

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

Chapin Davis's NEE Position: Q2 2026 in Review

Chapin Davis increased its NextEra Energy (NEE) stake by 5% in Q2 2026, buying an estimated $148K and bringing the position to 34,306 shares worth $3.01M. The position accounts for 0.53% of the portfolio, ranked #38.

Chapin Davis first reported a position in NEE in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.03M in Q1 2026. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Chapin Davis held 34,306 shares of NextEra Energy worth $3.01M as of Q2 2026.
Chapin Davis bought 1,634 NextEra Energy shares in Q2 2026, an estimated $148K.
NextEra Energy made up 0.53% of Chapin Davis's portfolio in Q2 2026, its #38 holding.
Chapin Davis first reported a position in NextEra Energy in Q4 2022 and has held it in 15 quarters since.
Chapin Davis's NextEra Energy position peaked at $3.03M in Q1 2026.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Chapin Davis's 13F filing for Q2 2026, filed 7 Jul 2026.