Davis Capital Management’s NextEra Energy NEE Stock Holding History

Davis 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	$145K	Buy	1,655 +29	+2%	+$2.62K	0.09%	96
2026 Q1	$151K	Buy	1,626 +8	+0.5%	+$711	0.1%	86
2025 Q4	$130K	Hold	1,618	–	–	0.09%	94
2025 Q3	$122K	Buy	+1,618	New	+$118K	0.08%	95
2025 Q1	$113K	Hold	1,599	–	–	0.09%	94
2024 Q4	$115K	Hold	1,599	–	–	0.09%	95
2024 Q3	$135K	Hold	1,599	–	–	0.11%	87
2024 Q2	$112K	Sell	1,599 -528	-25%	-$37.5K	0.1%	94
2024 Q1	$135K	Hold	2,127	–	–	0.12%	83
2023 Q4	$129K	Buy	+2,127	New	+$121K	0.12%	82
2020 Q2	$125K	Hold	2,080	–	–	0.23%	69
2020 Q1	$125K	Buy	+2,080	New	+$131K	0.27%	63

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

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

BCWM

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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

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

Davis Capital Management increased its NextEra Energy (NEE) stake by 1.8% in Q2 2026, buying an estimated $2.62K and bringing the position to 1,655 shares worth $145K. The position accounts for 0.09% of the portfolio, ranked #96.

Davis Capital Management first reported a position in NEE in Q1 2020 and has held it in 12 quarters since. The position peaked at $151K in Q1 2026. 982 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Davis Capital Management held 1,655 shares of NextEra Energy worth $145K as of Q2 2026.
Davis Capital Management bought 29 NextEra Energy shares in Q2 2026, an estimated $2.62K.
NextEra Energy made up 0.09% of Davis Capital Management's portfolio in Q2 2026, its #96 holding.
Davis Capital Management first reported a position in NextEra Energy in Q1 2020 and has held it in 12 quarters since.
Davis Capital Management's NextEra Energy position peaked at $151K in Q1 2026.
982 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Davis Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.