D.A. Davidson & Co’s NextEra Energy NEE Stock Holding History

D.A. Davidson & Co’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	$95.8M	Sell	1,031,531 -43,150	-4%	-$3.84M	0.58%	36
2025 Q4	$86.3M	Buy	1,074,681 +2,360	+0.2%	+$195K	0.53%	39
2025 Q3	$80.9M	Buy	1,072,321 +62,536	+6%	+$4.57M	0.52%	39
2025 Q2	$70.1M	Buy	1,009,785 +404,290	+67%	+$28.1M	0.49%	40
2025 Q1	$42.9M	Buy	605,495 +7,363	+1%	+$520K	0.34%	57
2024 Q4	$42.9M	Sell	598,132 -4,309	-0.7%	-$335K	0.35%	54
2024 Q3	$50.9M	Sell	602,441 -12,415	-2%	-$969K	0.42%	48
2024 Q2	$43.5M	Buy	614,856 +32,077	+6%	+$2.28M	0.39%	50
2024 Q1	$37.2M	Buy	582,779 +8,572	+1%	+$502K	0.34%	55
2023 Q4	$34.9M	Buy	574,207 +1,496	+0.3%	+$85.3K	0.34%	55
2023 Q3	$32.8M	Buy	572,711 +28,721	+5%	+$1.99M	0.36%	55
2023 Q2	$40.4M	Buy	543,990 +9,090	+2%	+$688K	0.43%	47
2023 Q1	$41.2M	Buy	534,900 +25,406	+5%	+$1.95M	0.46%	44
2022 Q4	$42.6M	Sell	509,494 -9,636	-2%	-$778K	0.5%	43
2022 Q3	$40.7M	Sell	519,130 -11,336	-2%	-$962K	0.53%	38
2022 Q2	$41.1M	Sell	530,466 -2,183	-0.4%	-$166K	0.52%	37
2022 Q1	$45.1M	Buy	532,649 +16,115	+3%	+$1.29M	0.49%	42
2021 Q4	$48.2M	Buy	516,534 +3,022	+0.6%	+$261K	0.51%	34
2021 Q3	$40.3M	Buy	513,512 +4,725	+0.9%	+$381K	0.47%	40
2021 Q2	$37.3M	Buy	508,787 +13,830	+3%	+$1.04M	0.44%	47
2021 Q1	$37.4M	Buy	494,957 +25,274	+5%	+$1.97M	0.48%	44
2020 Q4	$36.2M	Sell	469,683 -13,421	-3%	-$1M	0.55%	36
2020 Q3	$33.5M	Buy	483,104 +5,488	+1%	+$379K	0.58%	34
2020 Q2	$28.7M	Sell	477,616 -48,756	-9%	-$2.92M	0.54%	37
2020 Q1	$31.7M	Sell	526,372 -7,776	-1%	-$489K	0.62%	34
2019 Q4	$32.3M	Buy	534,148 +29,624	+6%	+$1.73M	0.52%	42
2019 Q3	$29.4M	Sell	504,524 -1,076	-0.2%	-$58.2K	0.53%	43
2019 Q2	$25.9M	Sell	505,600 -355,844	-41%	-$17.5M	0.48%	47
2019 Q1	$41.5M	Sell	861,444 -1,624	-0.2%	-$74.3K	0.71%	33
2018 Q4	$37.5M	Buy	863,068 +38,400	+5%	+$1.68M	0.73%	33
2018 Q3	$34.6M	Sell	824,668 -92	-0%	-$3.92K	0.61%	35
2018 Q2	$34.4M	Sell	824,760 -30,236	-4%	-$1.22M	0.68%	30
2018 Q1	$34.9M	Buy	854,996 +14,556	+2%	+$561K	0.72%	27
2017 Q4	$32.8M	Buy	840,440 +8,528	+1%	+$329K	0.69%	32
2017 Q3	$30.5M	Buy	831,912 +6,396	+0.8%	+$234K	0.6%	32
2017 Q2	$28.9M	Buy	825,516 +32,396	+4%	+$1.11M	0.65%	32
2017 Q1	$25.5M	Buy	793,120 +31,836	+4%	+$1M	0.62%	34
2016 Q4	$22.7M	Buy	761,284 +75,224	+11%	+$2.25M	0.52%	43
2016 Q3	$21M	Buy	686,060 +38,952	+6%	+$1.23M	0.52%	39
2016 Q2	$21.1M	Buy	647,108 +36,516	+6%	+$1.1M	0.62%	32
2016 Q1	$18.1M	Buy	610,592 +10,364	+2%	+$291K	0.56%	34
2015 Q4	$15.6M	Buy	600,228 +2,140	+0.4%	+$54.1K	0.51%	39
2015 Q3	$14.6M	Buy	598,088 +1,240	+0.2%	+$31.5K	0.51%	39
2015 Q2	$14.6M	Sell	596,848 -4,432	-0.7%	-$113K	0.48%	44
2015 Q1	$15.6M	Sell	601,280 -85,408	-12%	-$2.25M	0.51%	42
2014 Q4	$18.2M	Buy	686,688 +5,064	+0.7%	+$128K	0.6%	35
2014 Q3	$16M	Buy	681,624 +26,764	+4%	+$646K	0.54%	40
2014 Q2	$16.8M	Buy	654,860 +71,468	+12%	+$1.74M	0.57%	36
2014 Q1	$13.9M	Buy	583,392 +60,876	+12%	+$1.38M	0.5%	40
2013 Q4	$11.2M	Buy	522,516 +45,992	+10%	+$970K	0.42%	52
2013 Q3	$9.55M	Buy	476,524 +33,680	+8%	+$695K	0.43%	50
2013 Q2	$9.02M	Buy	+442,844	New	+$8.79M	0.44%	45

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

D.A. Davidson & Co's NEE Position: Q1 2026 in Review

D.A. Davidson & Co reduced its NextEra Energy (NEE) stake by 4% in Q1 2026, selling an estimated $3.84M and leaving 1,031,531 shares worth $95.8M. The position accounts for 0.58% of the portfolio, ranked #36.

D.A. Davidson & Co first reported a position in NEE in Q2 2013 and has held it in 52 quarters since. 3,028 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

D.A. Davidson & Co held 1,031,531 shares of NextEra Energy worth $95.8M as of Q1 2026.
D.A. Davidson & Co sold 43,150 NextEra Energy shares in Q1 2026, an estimated $3.84M.
NextEra Energy made up 0.58% of D.A. Davidson & Co's portfolio in Q1 2026, its #36 holding.
D.A. Davidson & Co first reported a position in NextEra Energy in Q2 2013 and has held it in 52 quarters since.
3,028 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on D.A. Davidson & Co's 13F filing for Q1 2026, filed 5 May 2026.