Davidson Investment Advisors’s NextEra Energy NEE Stock Holding History

Davidson Investment Advisors’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	$226K	Sell	2,579 -108	-4%	-$9.77K	0.01%	122
2026 Q1	$250K	Buy	+2,687	New	+$239K	0.01%	120
2017 Q3	–	Sell	-440	Closed	-$15K	–	156
2017 Q2	$15K	Hold	440	–	–	﹤0.01%	166
2017 Q1	$14K	Hold	440	–	–	﹤0.01%	171
2016 Q4	$13K	Hold	440	–	–	﹤0.01%	190
2016 Q3	$13K	Buy	440 +80	+22%	+$2.52K	﹤0.01%	181
2016 Q2	$11K	Buy	+360	New	+$10.8K	﹤0.01%	179

Other funds holding NEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Davidson Investment Advisors's NEE Position: Q2 2026 in Review

Davidson Investment Advisors reduced its NextEra Energy (NEE) stake by 4% in Q2 2026, selling an estimated $9.77K and leaving 2,579 shares worth $226K. The position accounts for 0.01% of the portfolio, ranked #122.

Davidson Investment Advisors first reported a position in NEE in Q2 2016 and has held it in 7 quarters since. The position peaked at $250K in Q1 2026. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Davidson Investment Advisors held 2,579 shares of NextEra Energy worth $226K as of Q2 2026.
Davidson Investment Advisors sold 108 NextEra Energy shares in Q2 2026, an estimated $9.77K.
NextEra Energy made up 0.01% of Davidson Investment Advisors's portfolio in Q2 2026, its #122 holding.
Davidson Investment Advisors first reported a position in NextEra Energy in Q2 2016 and has held it in 7 quarters since.
Davidson Investment Advisors's NextEra Energy position peaked at $250K in Q1 2026.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Davidson Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.