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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
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 $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

Daymark Wealth Partners's NEE Position: Q1 2026 in Review

Daymark Wealth Partners reduced its NextEra Energy (NEE) stake by 0.17% in Q1 2026, selling an estimated $8.27K and leaving 53,633 shares worth $4.98M. The position accounts for 0.16% of the portfolio, ranked #116.

Daymark Wealth Partners first reported a position in NEE in Q4 2022 and has held it in 14 quarters since. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Daymark Wealth Partners held 53,633 shares of NextEra Energy worth $4.98M as of Q1 2026.
  • Daymark Wealth Partners sold 93 NextEra Energy shares in Q1 2026, an estimated $8.27K.
  • NextEra Energy made up 0.16% of Daymark Wealth Partners's portfolio in Q1 2026, its #116 holding.
  • Daymark Wealth Partners first reported a position in NextEra Energy in Q4 2022 and has held it in 14 quarters since.
  • 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Daymark Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.