Dean Investment Associates’s NextEra Energy NEE Stock Holding History

Dean Investment Associates’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	$3.57M	Sell	38,393 -2,262	-6%	-$201K	0.5%	108
2025 Q4	$3.26M	Sell	40,655 -1,663	-4%	-$138K	0.47%	111
2025 Q3	$3.19M	Sell	42,318 -778	-2%	-$56.8K	0.45%	115
2025 Q2	$2.99M	Buy	43,096 +38,112	+765%	+$2.65M	0.44%	112
2025 Q1	$353K	Hold	4,984	–	–	0.05%	205
2024 Q4	$357K	Hold	4,984	–	–	0.05%	207
2024 Q3	$421K	Hold	4,984	–	–	0.06%	206
2024 Q2	$353K	Hold	4,984	–	–	0.05%	205
2024 Q1	$319K	Hold	4,984	–	–	0.04%	206
2023 Q4	$303K	Buy	4,984 +384	+8%	+$21.9K	0.04%	203
2023 Q3	$264K	Hold	4,600	–	–	0.04%	201
2023 Q2	$341K	Hold	4,600	–	–	0.06%	206
2023 Q1	$355K	Hold	4,600	–	–	0.06%	202
2022 Q4	$385K	Hold	4,600	–	–	0.07%	213
2022 Q3	$361K	Hold	4,600	–	–	0.07%	208
2022 Q2	$356K	Hold	4,600	–	–	0.07%	222
2022 Q1	$390K	Hold	4,600	–	–	0.07%	221
2021 Q4	$429K	Hold	4,600	–	–	0.08%	222
2021 Q3	$361K	Hold	4,600	–	–	0.07%	225
2021 Q2	$337K	Hold	4,600	–	–	0.06%	228
2021 Q1	$348K	Hold	4,600	–	–	0.07%	223
2020 Q4	$355K	Hold	4,600	–	–	0.07%	224
2020 Q3	$319K	Hold	4,600	–	–	0.08%	216
2020 Q2	$276K	Buy	+4,600	New	+$275K	0.07%	211

Other funds holding NEE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dean Investment Associates's NEE Position: Q1 2026 in Review

Dean Investment Associates reduced its NextEra Energy (NEE) stake by 5.6% in Q1 2026, selling an estimated $201K and leaving 38,393 shares worth $3.57M. The position accounts for 0.5% of the portfolio, ranked #108.

Dean Investment Associates first reported a position in NEE in Q2 2020 and has held it in 24 quarters since. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Dean Investment Associates held 38,393 shares of NextEra Energy worth $3.57M as of Q1 2026.
Dean Investment Associates sold 2,262 NextEra Energy shares in Q1 2026, an estimated $201K.
NextEra Energy made up 0.5% of Dean Investment Associates's portfolio in Q1 2026, its #108 holding.
Dean Investment Associates first reported a position in NextEra Energy in Q2 2020 and has held it in 24 quarters since.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Dean Investment Associates's 13F filing for Q1 2026, filed 15 May 2026.