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Davidson Trust Company’s NextEra Energy NEE Stock Holding History

Davidson Trust Company’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 		$1.98M Sell
21,340
-1,819
-8% -$162K 0.85% 30
2025
Q4 		$1.86M Buy
23,159
+971
+4% +$80.4K 0.78% 36
2025
Q3 		$1.67M Buy
22,188
+2,509
+13% +$183K 0.69% 42
2025
Q2 		$1.37M Sell
19,679
-1,049
-5% -$72.9K 0.63% 46
2025
Q1 		$1.47M Sell
20,728
-1,394
-6% -$98.4K 0.7% 37
2024
Q4 		$1.59M Buy
22,122
+1,237
+6% +$96.1K 0.82% 35
2024
Q3 		$1.77M Buy
20,885
+1,313
+7% +$102K 0.91% 27
2024
Q2 		$1.39M Buy
19,572
+1,861
+11% +$132K 0.96% 33
2024
Q1 		$1.13M Buy
17,711
+802
+5% +$47K 0.66% 39
2023
Q4 		$1.03M Sell
16,909
-1,656
-9% -$94.4K 0.66% 41
2023
Q3 		$1.06M Buy
18,565
+164
+0.9% +$11.4K 0.79% 35
2023
Q2 		$1.37M Buy
18,401
+1,692
+10% +$128K 0.99% 28
2023
Q1 		$1.29M Buy
16,709
+488
+3% +$37.5K 0.99% 30
2022
Q4 		$1.36M Sell
16,221
-551
-3% -$44.5K 1.2% 23
2022
Q3 		$1.31M Sell
16,772
-4,014
-19% -$341K 1.26% 23
2022
Q2 		$1.61M Sell
20,786
-21
-0.1% -$1.6K 1.44% 21
2022
Q1 		$1.76M Sell
20,807
-126
-0.6% -$10.1K 1.31% 22
2021
Q4 		$1.96M Sell
20,933
-581
-3% -$50.2K 1.34% 21
2021
Q3 		$1.69M Sell
21,514
-238
-1% -$19.2K 1.29% 22
2021
Q2 		$1.59M Sell
21,752
-496
-2% -$37.2K 1.24% 21
2021
Q1 		$1.68M Sell
22,248
-151
-0.7% -$11.8K 1.41% 17
2020
Q4 		$1.73M Sell
22,399
-3,913
-15% -$293K 1.48% 16
2020
Q3 		$1.82M Sell
26,312
-44
-0.2% -$3.04K 1.66% 13
2020
Q2 		$1.58M Buy
26,356
+332
+1% +$19.9K 1.54% 17
2020
Q1 		$1.56M Sell
26,024
-36
-0.1% -$2.26K 1.93% 12
2019
Q4 		$1.58M Buy
+26,060
New +$1.52M 1.59% 16

Other funds holding NEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Davidson Trust Company's NEE Position: Q1 2026 in Review

Davidson Trust Company reduced its NextEra Energy (NEE) stake by 7.9% in Q1 2026, selling an estimated $162K and leaving 21,340 shares worth $1.98M. The position accounts for 0.85% of the portfolio, ranked #30.

Davidson Trust Company first reported a position in NEE in Q4 2019 and has held it in 26 quarters since. 3,028 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Davidson Trust Company held 21,340 shares of NextEra Energy worth $1.98M as of Q1 2026.
  • Davidson Trust Company sold 1,819 NextEra Energy shares in Q1 2026, an estimated $162K.
  • NextEra Energy made up 0.85% of Davidson Trust Company's portfolio in Q1 2026, its #30 holding.
  • Davidson Trust Company first reported a position in NextEra Energy in Q4 2019 and has held it in 26 quarters since.
  • 3,028 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Davidson Trust Company's 13F filing for Q1 2026, filed 20 Apr 2026.