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 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 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

Darden Wealth Group's NEE Position: Q1 2026 in Review

Darden Wealth Group held its NextEra Energy (NEE) position steady in Q1 2026 at 8,316 shares worth $772K. The position accounts for 0.39% of the portfolio, ranked #57.

Darden Wealth Group first reported a position in NEE in Q3 2025 and has held it in 3 quarters since. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Darden Wealth Group held 8,316 shares of NextEra Energy worth $772K as of Q1 2026.
Darden Wealth Group left its NextEra Energy share count unchanged in Q1 2026.
NextEra Energy made up 0.39% of Darden Wealth Group's portfolio in Q1 2026, its #57 holding.
Darden Wealth Group first reported a position in NextEra Energy in Q3 2025 and has held it in 3 quarters since.
3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Darden Wealth Group's 13F filing for Q1 2026, filed 8 May 2026.