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 Q2	$13.3M	Sell	151,672 -1,692	-1%	-$153K	2.58%	10
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dividend Assets Capital's NEE Position: Q2 2026 in Review

Dividend Assets Capital reduced its NextEra Energy (NEE) stake by 1.1% in Q2 2026, selling an estimated $153K and leaving 151,672 shares worth $13.3M. The position accounts for 2.58% of the portfolio, ranked #10.

Dividend Assets Capital first reported a position in NEE in Q3 2019 and has held it in 28 quarters since. The position peaked at $14.2M in Q1 2026. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Dividend Assets Capital held 151,672 shares of NextEra Energy worth $13.3M as of Q2 2026.
Dividend Assets Capital sold 1,692 NextEra Energy shares in Q2 2026, an estimated $153K.
NextEra Energy made up 2.58% of Dividend Assets Capital's portfolio in Q2 2026, its #10 holding.
Dividend Assets Capital first reported a position in NextEra Energy in Q3 2019 and has held it in 28 quarters since.
Dividend Assets Capital's NextEra Energy position peaked at $14.2M in Q1 2026.
3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Dividend Assets Capital's 13F filing for Q2 2026, filed 12 Aug 2026.