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Daymark Wealth Partners’s NextEra Energy NEE Stock Holding History

Daymark Wealth Partners’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 		$5.81M Buy
66,221
+12,588
+23% +$1.14M 0.14% 120
2026
Q1 		$4.98M Sell
53,633
-93
-0.2% -$8.27K 0.16% 116
2025
Q4 		$4.31M Buy
53,726
+1,046
+2% +$86.6K 0.14% 127
2025
Q3 		$3.98M Buy
52,680
+7,665
+17% +$560K 0.14% 133
2025
Q2 		$3.12M Buy
45,015
+2,767
+7% +$192K 0.12% 147
2025
Q1 		$2.99M Buy
42,248
+857
+2% +$60.5K 0.13% 133
2024
Q4 		$2.97M Sell
41,391
-633
-2% -$49.2K 0.13% 132
2024
Q3 		$3.55M Sell
42,024
-1,159
-3% -$90.4K 0.15% 121
2024
Q2 		$3.06M Buy
43,183
+4,352
+11% +$309K 0.14% 126
2024
Q1 		$2.48M Buy
38,831
+2,177
+6% +$128K 0.13% 115
2023
Q4 		$2.23M Sell
36,654
-662
-2% -$37.7K 0.14% 120
2023
Q3 		$2.14M Buy
37,316
+1,372
+4% +$95K 0.15% 119
2023
Q2 		$2.67M Buy
35,944
+22,949
+177% +$1.74M 0.2% 100
2023
Q1 		$1M Buy
12,995
+6,912
+114% +$532K 0.13% 128
2022
Q4 		$509K Buy
+6,083
New +$491K 0.09% 147

Other funds holding NEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Daymark Wealth Partners's NEE Position: Q2 2026 in Review

Daymark Wealth Partners increased its NextEra Energy (NEE) stake by 23% in Q2 2026, buying an estimated $1.14M and bringing the position to 66,221 shares worth $5.81M. The position accounts for 0.14% of the portfolio, ranked #120.

Daymark Wealth Partners first reported a position in NEE in Q4 2022 and has held it in 15 quarters since. 3,046 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Daymark Wealth Partners held 66,221 shares of NextEra Energy worth $5.81M as of Q2 2026.
  • Daymark Wealth Partners bought 12,588 NextEra Energy shares in Q2 2026, an estimated $1.14M.
  • NextEra Energy made up 0.14% of Daymark Wealth Partners's portfolio in Q2 2026, its #120 holding.
  • Daymark Wealth Partners first reported a position in NextEra Energy in Q4 2022 and has held it in 15 quarters since.
  • 3,046 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.