DJE Kapital’s NextEra Energy NEE Stock Holding History

DJE Kapital’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	$83.4M	Sell	935,251 -864,764	-48%	-$78.2M	1.57%	20
2026 Q1	$165M	Buy	1,800,015 +1,333,332	+286%	+$119M	3.66%	7
2025 Q4	$37.3M	Buy	466,683 +355,165	+318%	+$29.4M	1.03%	27
2025 Q3	$7.53M	Hold	111,518	–	–	0.18%	62
2025 Q2	$7.53M	Buy	111,518 +38,655	+53%	+$2.68M	0.18%	62
2025 Q1	$5.19M	Sell	72,863 -253,239	-78%	-$17.9M	0.15%	72
2024 Q4	$23.3M	Buy	+326,102	New	+$25.3M	0.55%	41

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 $3.37T AUM 44.26% 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

DJE Kapital's NEE Position: Q2 2026 in Review

DJE Kapital reduced its NextEra Energy (NEE) stake by 48% in Q2 2026, selling an estimated $78.2M and leaving 935,251 shares worth $83.4M. The position accounts for 1.57% of the portfolio, ranked #20.

DJE Kapital first reported a position in NEE in Q4 2024 and has held it in 7 quarters since. The position peaked at $165M in Q1 2026. 3,042 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

DJE Kapital held 935,251 shares of NextEra Energy worth $83.4M as of Q2 2026.
DJE Kapital sold 864,764 NextEra Energy shares in Q2 2026, an estimated $78.2M.
NextEra Energy made up 1.57% of DJE Kapital's portfolio in Q2 2026, its #20 holding.
DJE Kapital first reported a position in NextEra Energy in Q4 2024 and has held it in 7 quarters since.
DJE Kapital's NextEra Energy position peaked at $165M in Q1 2026.
3,042 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on DJE Kapital's 13F filing for Q2 2026, filed 4 Aug 2026.