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DAGCO Inc’s NextEra Energy NEE Stock Holding History

DAGCO Inc’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 		$1.39M Hold
15,794
– – 0.26% 57
2026
Q1 		$1.47M Hold
15,794
– – 0.32% 45
2025
Q4 		$1.27M Hold
15,794
– – 0.29% 47
2025
Q3 		$1.19M Hold
15,794
– – 0.3% 48
2025
Q2 		$1.1M Buy
15,794
+5
+0% +$347 0.31% 50
2025
Q1 		$1.12M Sell
15,789
-476
-3% -$33.6K 0.36% 42
2024
Q4 		$1.17M Buy
16,265
+305
+2% +$23.7K 0.39% 45
2024
Q3 		$1.35M Sell
15,960
-225
-1% -$17.6K 0.55% 38
2024
Q2 		$1.15M Sell
16,185
-1,900
-11% -$135K 0.51% 39
2024
Q1 		$1.16M Buy
+18,085
New +$1.06M 0.53% 39
2023
Q4 		– Sell
-6,835
Closed -$1.12M – 261
2023
Q3 		$1.12M Sell
6,835
-16,870
-71% -$1.17M 0.58% 39
2023
Q2 		$1.74M Buy
23,705
+2
+0% +$151 0.87% 34
2023
Q1 		$1.81M Sell
23,703
-173
-0.7% -$13.3K 0.97% 32
2022
Q4 		$1.98M Sell
23,876
-255
-1% -$20.6K 1.15% 26
2022
Q3 		$1.87M Sell
24,131
-764
-3% -$64.8K 1.18% 24
2022
Q2 		$1.91M Buy
24,895
+2
+0% +$152 0.98% 27
2022
Q1 		$2.01M Buy
24,893
+1,555
+7% +$125K 0.91% 31
2021
Q4 		$2.18M Sell
23,338
-50
-0.2% -$4.32K 0.86% 38
2021
Q3 		$1.84M Sell
23,388
-145
-0.6% -$11.7K 0.79% 41
2021
Q2 		$1.72M Buy
23,533
+808
+4% +$60.6K 0.77% 41
2021
Q1 		$1.72M Sell
22,725
-55
-0.2% -$4.29K 0.85% 38
2020
Q4 		$1.76M Hold
22,780
– – 0.98% 35
2020
Q3 		$1.58M Sell
22,780
-200
-0.9% -$13.8K 1.07% 32
2020
Q2 		$1.38M Sell
22,980
-100
-0.4% -$5.99K 1.39% 28
2020
Q1 		$1.39M Sell
23,080
-900
-4% -$56.6K 1.51% 19
2019
Q4 		$1.45M Hold
23,980
– – 1.28% 27
2019
Q3 		$1.4M Sell
23,980
-400
-2% -$21.6K 1.4% 23
2019
Q2 		$1.25M Sell
24,380
-800
-3% -$39.4K 1.31% 25
2019
Q1 		$1.22M Sell
25,180
-100
-0.4% -$4.57K 1.31% 26
2018
Q4 		$1.1M Buy
+25,280
New +$1.11M 1.36% 24

Other funds holding NEE

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

DAGCO Inc's NEE Position: Q2 2026 in Review

DAGCO Inc held its NextEra Energy (NEE) position steady in Q2 2026 at 15,794 shares worth $1.39M. The position accounts for 0.26% of the portfolio, ranked #57.

DAGCO Inc first reported a position in NEE in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.18M in Q4 2021. 897 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • DAGCO Inc held 15,794 shares of NextEra Energy worth $1.39M as of Q2 2026.
  • DAGCO Inc left its NextEra Energy share count unchanged in Q2 2026.
  • NextEra Energy made up 0.26% of DAGCO Inc's portfolio in Q2 2026, its #57 holding.
  • DAGCO Inc first reported a position in NextEra Energy in Q4 2018 and has held it in 30 quarters since.
  • DAGCO Inc's NextEra Energy position peaked at $2.18M in Q4 2021.
  • 897 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on DAGCO Inc's 13F filing for Q2 2026, filed 10 Jul 2026.