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 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	+$9.53K	﹤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	$7.37K	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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

Davidson Capital Management's NEE Position: Q2 2026 in Review

Davidson Capital Management increased its NextEra Energy (NEE) stake by 1.8% in Q2 2026, buying an estimated $78.4K and bringing the position to 49,651 shares worth $4.36M. The position accounts for 0.7% of the portfolio, ranked #45.

Davidson Capital Management first reported a position in NEE in Q4 2022 and has held it in 7 quarters since. The position peaked at $4.53M in Q1 2026. 1,360 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Davidson Capital Management held 49,651 shares of NextEra Energy worth $4.36M as of Q2 2026.
Davidson Capital Management bought 867 NextEra Energy shares in Q2 2026, an estimated $78.4K.
NextEra Energy made up 0.7% of Davidson Capital Management's portfolio in Q2 2026, its #45 holding.
Davidson Capital Management first reported a position in NextEra Energy in Q4 2022 and has held it in 7 quarters since.
Davidson Capital Management's NextEra Energy position peaked at $4.53M in Q1 2026.
1,360 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Davidson Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.