Dimensional Fund Advisors’s NextEra Energy NEE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$448M Buy
4,829,027
+150,943
+3% +$13.4M 0.09% 189
2025
Q4
$376M Sell
4,678,084
-123
-0% -$10.2K 0.08% 244
2025
Q3
$353M Buy
4,678,207
+252,086
+6% +$18.4M 0.08% 259
2025
Q2
$307M Sell
4,426,121
-25,024
-0.6% -$1.74M 0.07% 287
2025
Q1
$316M Buy
4,451,145
+82,710
+2% +$5.84M 0.08% 247
2024
Q4
$313M Sell
4,368,435
-6,405
-0.1% -$498K 0.08% 258
2024
Q3
$370M Buy
4,374,840
+3,686
+0.1% +$288K 0.09% 196
2024
Q2
$310M Buy
4,371,154
+442,086
+11% +$31.4M 0.08% 224
2024
Q1
$251M Sell
3,929,068
-60,419
-2% -$3.54M 0.07% 312
2023
Q4
$242M Buy
3,989,487
+15,666
+0.4% +$893K 0.07% 298
2023
Q3
$228M Buy
3,973,821
+19,927
+0.5% +$1.38M 0.07% 271
2023
Q2
$293M Buy
3,953,894
+100,749
+3% +$7.63M 0.09% 189
2023
Q1
$297M Buy
3,853,145
+66,507
+2% +$5.11M 0.1% 168
2022
Q4
$317K Buy
3,786,638
+51,360
+1% +$4.15M 0.09% 159
2022
Q3
$293M Buy
3,735,278
+44,413
+1% +$3.77M 0.11% 145
2022
Q2
$286M Buy
3,690,865
+50,657
+1% +$3.86M 0.1% 173
2022
Q1
$308M Buy
3,640,208
+85,368
+2% +$6.84M 0.1% 192
2021
Q4
$332M Buy
3,554,840
+7,394
+0.2% +$639K 0.1% 176
2021
Q3
$279M Sell
3,547,446
-61,290
-2% -$4.94M 0.09% 204
2021
Q2
$264M Sell
3,608,736
-92,255
-2% -$6.92M 0.08% 224
2021
Q1
$280M Sell
3,700,991
-73,768
-2% -$5.76M 0.09% 200
2020
Q4
$291M Buy
3,774,759
+38,607
+1% +$2.89M 0.11% 141
2020
Q3
$259M Sell
3,736,152
-11,968
-0.3% -$826K 0.11% 136
2020
Q2
$225M Buy
3,748,120
+28,644
+0.8% +$1.71M 0.1% 151
2020
Q1
$224M Buy
3,719,476
+16,900
+0.5% +$1.06M 0.12% 120
2019
Q4
$224M Buy
3,702,576
+34,776
+0.9% +$2.03M 0.08% 207
2019
Q3
$214M Buy
3,667,800
+5,280
+0.1% +$286K 0.08% 207
2019
Q2
$188M Buy
3,662,520
+2,644
+0.1% +$130K 0.07% 252
2019
Q1
$177M Buy
3,659,876
+91,376
+3% +$4.18M 0.07% 261
2018
Q4
$155M Buy
3,568,500
+107,240
+3% +$4.69M 0.07% 264
2018
Q3
$145M Buy
3,461,260
+2,744
+0.1% +$117K 0.06% 418
2018
Q2
$144M Buy
3,458,516
+58,816
+2% +$2.38M 0.06% 406
2018
Q1
$139M Buy
3,399,700
+22,244
+0.7% +$858K 0.06% 396
2017
Q4
$132M Buy
3,377,456
+9,056
+0.3% +$350K 0.05% 439
2017
Q3
$123M Sell
3,368,400
-652
-0% -$23.9K 0.05% 447
2017
Q2
$118M Buy
3,369,052
+36,500
+1% +$1.25M 0.05% 432
2017
Q1
$107M Buy
3,332,552
+177,332
+6% +$5.58M 0.05% 493
2016
Q4
$94.2M Buy
3,155,220
+65,444
+2% +$1.96M 0.05% 537
2016
Q3
$94.5M Buy
3,089,776
+142,088
+5% +$4.48M 0.05% 480
2016
Q2
$96.1M Buy
2,947,688
+39,472
+1% +$1.19M 0.06% 425
2016
Q1
$86M Buy
2,908,216
+232,992
+9% +$6.54M 0.05% 461
2015
Q4
$69.5M Buy
2,675,224
+199,120
+8% +$5.04M 0.04% 579
2015
Q3
$60.4M Buy
2,476,104
+98,264
+4% +$2.5M 0.04% 633
2015
Q2
$58.3M Buy
2,377,840
+211,712
+10% +$5.38M 0.04% 720
2015
Q1
$56.3M Buy
2,166,128
+114,552
+6% +$3.02M 0.04% 721
2014
Q4
$54.5M Buy
2,051,576
+105,752
+5% +$2.67M 0.04% 691
2014
Q3
$45.7M Buy
1,945,824
+53,288
+3% +$1.29M 0.03% 760
2014
Q2
$48.5M Buy
1,892,536
+50,164
+3% +$1.22M 0.03% 737
2014
Q1
$44M Buy
1,842,372
+29,060
+2% +$658K 0.03% 753
2013
Q4
$38.8M Buy
1,813,312
+94,352
+5% +$1.99M 0.03% 824
2013
Q3
$34.4M Buy
1,718,960
+101,104
+6% +$2.09M 0.03% 819
2013
Q2
$33M Buy
+1,617,856
New +$32.1M 0.03% 780

Other funds holding NEE

Dimensional Fund Advisors's NEE Position: Q1 2026 in Review

Dimensional Fund Advisors increased its NextEra Energy (NEE) stake by 3.2% in Q1 2026, buying an estimated $13.4M and bringing the position to 4,829,027 shares worth $448M. The position accounts for 0.09% of the portfolio, ranked #189.

Dimensional Fund Advisors first reported a position in NEE in Q2 2013 and has held it in 52 quarters since. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Dimensional Fund Advisors held 4,829,027 shares of NextEra Energy worth $448M as of Q1 2026.
  • Dimensional Fund Advisors bought 150,943 NextEra Energy shares in Q1 2026, an estimated $13.4M.
  • NextEra Energy made up 0.09% of Dimensional Fund Advisors's portfolio in Q1 2026, its #189 holding.
  • Dimensional Fund Advisors first reported a position in NextEra Energy in Q2 2013 and has held it in 52 quarters since.
  • 3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Dimensional Fund Advisors's 13F filing for Q1 2026, filed 7 May 2026.