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Dividend Assets Capital’s NextEra Energy NEE Stock Holding History

Dividend Assets Capital’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 		$14.2M Sell
153,364
-17,547
-10% -$1.56M 2.84% 5
2025
Q4 		$13.7M Sell
170,911
-13,040
-7% -$1.08M 2.62% 9
2025
Q3 		$13.9M Buy
183,951
+2,414
+1% +$176K 2.43% 9
2025
Q2 		$12.6M Buy
181,537
+4,851
+3% +$337K 2.29% 11
2025
Q1 		$12.5M Buy
176,686
+13,605
+8% +$960K 2.37% 11
2024
Q4 		$11.7M Buy
163,081
+2,142
+1% +$166K 2.27% 13
2024
Q3 		$13.6M Buy
160,939
+1,776
+1% +$139K 2.6% 8
2024
Q2 		$11.3M Buy
159,163
+8,896
+6% +$631K 2.3% 12
2024
Q1 		$9.6M Buy
150,267
+62,206
+71% +$3.64M 2.02% 16
2023
Q4 		$5.35M Sell
88,061
-16,474
-16% -$939K 1.05% 29
2023
Q3 		$5.99M Buy
104,535
+31,618
+43% +$2.19M 1.24% 27
2023
Q2 		$5.41M Buy
72,917
+35,827
+97% +$2.71M 1.11% 26
2023
Q1 		$3.1M Hold
37,090
– – 0.66% 43
2022
Q4 		$3.1M Sell
37,090
-1,853
-5% -$150K 0.66% 43
2022
Q3 		$3.05M Sell
38,943
-2,761
-7% -$234K 0.7% 40
2022
Q2 		$3.23M Sell
41,704
-795
-2% -$60.5K 0.7% 38
2022
Q1 		$3.6M Buy
42,499
+3,097
+8% +$248K 0.68% 38
2021
Q4 		$3.68M Buy
39,402
+2,008
+5% +$174K 0.68% 39
2021
Q3 		$2.94M Sell
37,394
-1
-0% -$81 0.59% 42
2021
Q2 		$2.74M Buy
37,395
+1,408
+4% +$106K 0.54% 48
2021
Q1 		$2.72M Buy
35,987
+2,264
+7% +$177K 0.52% 53
2020
Q4 		$2.6M Buy
33,723
+11,071
+49% +$828K 0.51% 52
2020
Q3 		$1.57M Buy
22,652
+7,128
+46% +$492K 0.37% 65
2020
Q2 		$932K Buy
15,524
+10,900
+236% +$652K 0.2% 88
2020
Q1 		$278K Buy
4,624
+360
+8% +$22.6K 0.07% 126
2019
Q4 		$258K Buy
4,264
+372
+10% +$21.7K 0.04% 157
2019
Q3 		$227K Buy
+3,892
New +$211K 0.04% 163

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

Dividend Assets Capital's NEE Position: Q1 2026 in Review

Dividend Assets Capital reduced its NextEra Energy (NEE) stake by 10% in Q1 2026, selling an estimated $1.56M and leaving 153,364 shares worth $14.2M. The position accounts for 2.84% of the portfolio, ranked #5.

Dividend Assets Capital first reported a position in NEE in Q3 2019 and has held it in 27 quarters since. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Dividend Assets Capital held 153,364 shares of NextEra Energy worth $14.2M as of Q1 2026.
  • Dividend Assets Capital sold 17,547 NextEra Energy shares in Q1 2026, an estimated $1.56M.
  • NextEra Energy made up 2.84% of Dividend Assets Capital's portfolio in Q1 2026, its #5 holding.
  • Dividend Assets Capital first reported a position in NextEra Energy in Q3 2019 and has held it in 27 quarters since.
  • 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

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