Darwin Wealth Management’s NextEra Energy NEE Stock Holding History

Darwin Wealth Management’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	$95.9K	Buy	1,093 +107	+11%	+$9.68K	0.03%	185
2026 Q1	$91.7K	Buy	986 +4	+0.4%	+$356	0.03%	184
2025 Q4	$78.8K	Hold	982	–	–	0.02%	186
2025 Q3	$74.2K	Buy	982 +2	+0.2%	+$146	0.02%	189
2025 Q2	$68.1K	Sell	980 -450	-31%	-$31.3K	0.02%	186
2025 Q1	$103K	Hold	1,430	–	–	0.03%	178
2024 Q4	$103K	Buy	1,430 +243	+20%	+$18.9K	0.03%	178
2024 Q3	$100K	Buy	+1,187	New	+$92.6K	0.03%	185
2021 Q1	–	Sell	-2,614	Closed	-$201K	–	176
2020 Q4	$201K	Buy	+2,614	New	+$196K	0.04%	158
2020 Q2	–	Sell	-2,528	Closed	-$151K	–	530
2020 Q1	$151K	Sell	2,528 -1,856	-42%	-$117K	0.05%	154
2019 Q4	$265K	Buy	+4,384	New	+$256K	0.07%	135
2016 Q4	–	Sell	-39,864	Closed	-$1.22M	–	115
2016 Q3	$1.22M	Buy	39,864 +5,900	+17%	+$186K	0.94%	46
2016 Q2	$1.11M	Buy	+33,964	New	+$1.02M	0.94%	47

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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Darwin Wealth Management's NEE Position: Q2 2026 in Review

Darwin Wealth Management increased its NextEra Energy (NEE) stake by 11% in Q2 2026, buying an estimated $9.68K and bringing the position to 1,093 shares worth $95.9K. The position accounts for 0.03% of the portfolio, ranked #185.

Darwin Wealth Management first reported a position in NEE in Q2 2016 and has held it in 13 quarters since. The position peaked at $1.22M in Q3 2016. 1,175 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Darwin Wealth Management held 1,093 shares of NextEra Energy worth $95.9K as of Q2 2026.
Darwin Wealth Management bought 107 NextEra Energy shares in Q2 2026, an estimated $9.68K.
NextEra Energy made up 0.03% of Darwin Wealth Management's portfolio in Q2 2026, its #185 holding.
Darwin Wealth Management first reported a position in NextEra Energy in Q2 2016 and has held it in 13 quarters since.
Darwin Wealth Management's NextEra Energy position peaked at $1.22M in Q3 2016.
1,175 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Darwin Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.