Dala Group’s NextEra Energy NEE Stock Holding History

Dala Group’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	$1.53M	Buy	16,428 +7,771	+90%	+$691K	1.27%	20
2025 Q4	$695K	Buy	+8,657	New	+$717K	0.6%	37

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

Dala Group's NEE Position: Q1 2026 in Review

Dala Group increased its NextEra Energy (NEE) stake by 90% in Q1 2026, buying an estimated $691K and bringing the position to 16,428 shares worth $1.53M. The position accounts for 1.27% of the portfolio, ranked #20.

Dala Group first reported a position in NEE in Q4 2025 and has held it in 2 quarters since. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Dala Group held 16,428 shares of NextEra Energy worth $1.53M as of Q1 2026.
Dala Group bought 7,771 NextEra Energy shares in Q1 2026, an estimated $691K.
NextEra Energy made up 1.27% of Dala Group's portfolio in Q1 2026, its #20 holding.
Dala Group first reported a position in NextEra Energy in Q4 2025 and has held it in 2 quarters since.
3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Dala Group's 13F filing for Q1 2026, filed 1 Jun 2026.