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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
Q3 		$2.6M Buy
34,378
+72
+0.2% +$6.09K 0.5% 39
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

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return

Chapin Davis's NEE Position: Q3 2026 in Review

Chapin Davis increased its NextEra Energy (NEE) stake by 0.21% in Q3 2026, buying an estimated $6.09K and bringing the position to 34,378 shares worth $2.6M. The position accounts for 0.5% of the portfolio, ranked #39.

Chapin Davis first reported a position in NEE in Q4 2022 and has held it in 16 quarters since. The position peaked at $3.03M in Q1 2026. 137 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

  • Chapin Davis held 34,378 shares of NextEra Energy worth $2.6M as of Q3 2026.
  • Chapin Davis bought 72 NextEra Energy shares in Q3 2026, an estimated $6.09K.
  • NextEra Energy made up 0.5% of Chapin Davis's portfolio in Q3 2026, its #39 holding.
  • Chapin Davis first reported a position in NextEra Energy in Q4 2022 and has held it in 16 quarters since.
  • Chapin Davis's NextEra Energy position peaked at $3.03M in Q1 2026.
  • 137 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Chapin Davis's 13F filing for Q3 2026, filed 9 Oct 2026.