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DGS Capital Management’s NextEra Energy NEE Stock Holding History

DGS 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
Q1 		$386K Buy
4,158
+821
+25% +$73K 0.06% 311
2025
Q4 		$268K Buy
3,337
+134
+4% +$11.1K 0.05% 359
2025
Q3 		$242K Buy
3,203
+16
+0.5% +$1.17K 0.04% 338
2025
Q2 		$221K Sell
3,187
-286
-8% -$19.9K 0.05% 294
2025
Q1 		$246K Sell
3,473
-733
-17% -$51.7K 0.06% 246
2024
Q4 		$302K Buy
4,206
+262
+7% +$20.4K 0.08% 220
2024
Q3 		$333K Buy
3,944
+413
+12% +$32.2K 0.09% 206
2024
Q2 		$250K Buy
3,531
+204
+6% +$14.5K 0.07% 231
2024
Q1 		$213K Buy
+3,327
New +$195K 0.06% 259

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

DGS Capital Management's NEE Position: Q1 2026 in Review

DGS Capital Management increased its NextEra Energy (NEE) stake by 25% in Q1 2026, buying an estimated $73K and bringing the position to 4,158 shares worth $386K. The position accounts for 0.06% of the portfolio, ranked #311.

DGS Capital Management first reported a position in NEE in Q1 2024 and has held it in 9 quarters since. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • DGS Capital Management held 4,158 shares of NextEra Energy worth $386K as of Q1 2026.
  • DGS Capital Management bought 821 NextEra Energy shares in Q1 2026, an estimated $73K.
  • NextEra Energy made up 0.06% of DGS Capital Management's portfolio in Q1 2026, its #311 holding.
  • DGS Capital Management first reported a position in NextEra Energy in Q1 2024 and has held it in 9 quarters since.
  • 3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on DGS Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.