DWG
NEE icon

Darden Wealth Group’s NextEra Energy NEE Stock Holding History

Darden Wealth 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
Q2 		$712K Sell
8,108
-208
-3% -$18.8K 0.28% 71
2026
Q1 		$772K Hold
8,316
– – 0.39% 57
2025
Q4 		$668K Sell
8,316
-138
-2% -$11.4K 0.32% 63
2025
Q3 		$638K Buy
+8,454
New +$618K 0.33% 64

Other funds holding NEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Darden Wealth Group's NEE Position: Q2 2026 in Review

Darden Wealth Group reduced its NextEra Energy (NEE) stake by 2.5% in Q2 2026, selling an estimated $18.8K and leaving 8,108 shares worth $712K. The position accounts for 0.28% of the portfolio, ranked #71.

Darden Wealth Group first reported a position in NEE in Q3 2025 and has held it in 4 quarters since. The position peaked at $772K in Q1 2026. 3,042 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Darden Wealth Group held 8,108 shares of NextEra Energy worth $712K as of Q2 2026.
  • Darden Wealth Group sold 208 NextEra Energy shares in Q2 2026, an estimated $18.8K.
  • NextEra Energy made up 0.28% of Darden Wealth Group's portfolio in Q2 2026, its #71 holding.
  • Darden Wealth Group first reported a position in NextEra Energy in Q3 2025 and has held it in 4 quarters since.
  • Darden Wealth Group's NextEra Energy position peaked at $772K in Q1 2026.
  • 3,042 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Darden Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.