DNCA Finance’s NextEra Energy NEE Stock Holding History

DNCA Finance’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	$1.71M	Sell	18,400 -16,435	-47%	-$1.46M	0.1%	74
2025 Q4	$2.8M	Buy	34,835 +2,485	+8%	+$206K	0.16%	66
2025 Q3	$2.44M	Hold	32,350	–	–	0.17%	67
2025 Q2	$2.25M	Sell	32,350 -99,500	-75%	-$6.91M	0.17%	70
2025 Q1	$9.35M	Sell	131,850 -26,650	-17%	-$1.88M	0.78%	36
2024 Q4	$11.4M	Buy	158,500 +28,500	+22%	+$2.21M	0.88%	31
2024 Q3	$11M	Sell	130,000 -24,000	-16%	-$1.87M	0.94%	32
2024 Q2	$10.9M	Buy	+154,000	New	+$10.9M	0.94%	31

Other funds holding NEE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

DNCA Finance's NEE Position: Q1 2026 in Review

DNCA Finance reduced its NextEra Energy (NEE) stake by 47% in Q1 2026, selling an estimated $1.46M and leaving 18,400 shares worth $1.71M. The position accounts for 0.1% of the portfolio, ranked #74.

DNCA Finance first reported a position in NEE in Q2 2024 and has held it in 8 quarters since. The position peaked at $11.4M in Q4 2024. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

DNCA Finance held 18,400 shares of NextEra Energy worth $1.71M as of Q1 2026.
DNCA Finance sold 16,435 NextEra Energy shares in Q1 2026, an estimated $1.46M.
NextEra Energy made up 0.1% of DNCA Finance's portfolio in Q1 2026, its #74 holding.
DNCA Finance first reported a position in NextEra Energy in Q2 2024 and has held it in 8 quarters since.
DNCA Finance's NextEra Energy position peaked at $11.4M in Q4 2024.
3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on DNCA Finance's 13F filing for Q1 2026, filed 14 May 2026.