Davidson Capital Management’s NextEra Energy NEE Stock Holding History

Davidson Capital 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 Q3	$3.87M	Buy	51,077 +1,426	+3%	+$121K	0.64%	47
2026 Q2	$4.36M	Buy	49,651 +867	+2%	+$78.4K	0.7%	45
2026 Q1	$4.53M	Buy	48,784 +48,669	+42,321%	+$4.33M	0.82%	39
2025 Q4	$9.23K	Buy	+115	New	+$9.5K	﹤0.01%	87
2025 Q1	–	Sell	-121	Closed	-$8.68K	–	87
2024 Q4	$8.68K	Buy	121 +12	+11%	+$932	﹤0.01%	71
2024 Q3	$9.21K	Buy	109 +5	+5%	+$390	﹤0.01%	66
2024 Q2	$7.36K	Buy	+104	New	+$7.38K	﹤0.01%	69
2023 Q1	–	Sell	-30	Closed	-$2.51K	–	126
2022 Q4	$2.51K	Buy	+30	New	+$2.42K	﹤0.01%	104

Other funds holding NEE

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Davidson Capital Management's NEE Position: Q3 2026 in Review

Davidson Capital Management increased its NextEra Energy (NEE) stake by 2.9% in Q3 2026, buying an estimated $121K and bringing the position to 51,077 shares worth $3.87M. The position accounts for 0.64% of the portfolio, ranked #47.

Davidson Capital Management first reported a position in NEE in Q4 2022 and has held it in 8 quarters since. The position peaked at $4.53M in Q1 2026. 1,258 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

Davidson Capital Management held 51,077 shares of NextEra Energy worth $3.87M as of Q3 2026.
Davidson Capital Management bought 1,426 NextEra Energy shares in Q3 2026, an estimated $121K.
NextEra Energy made up 0.64% of Davidson Capital Management's portfolio in Q3 2026, its #47 holding.
Davidson Capital Management first reported a position in NextEra Energy in Q4 2022 and has held it in 8 quarters since.
Davidson Capital Management's NextEra Energy position peaked at $4.53M in Q1 2026.
1,258 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Davidson Capital Management's 13F filing for Q3 2026, filed 15 Oct 2026.