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 Q2	$1.58M	Sell	18,050 -350	-2%	-$31.7K	0.08%	84
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 $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

DNCA Finance's NEE Position: Q2 2026 in Review

DNCA Finance reduced its NextEra Energy (NEE) stake by 1.9% in Q2 2026, selling an estimated $31.7K and leaving 18,050 shares worth $1.58M. The position accounts for 0.08% of the portfolio, ranked #84.

DNCA Finance first reported a position in NEE in Q2 2024 and has held it in 9 quarters since. The position peaked at $11.4M in Q4 2024. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

DNCA Finance held 18,050 shares of NextEra Energy worth $1.58M as of Q2 2026.
DNCA Finance sold 350 NextEra Energy shares in Q2 2026, an estimated $31.7K.
NextEra Energy made up 0.08% of DNCA Finance's portfolio in Q2 2026, its #84 holding.
DNCA Finance first reported a position in NextEra Energy in Q2 2024 and has held it in 9 quarters since.
DNCA Finance's NextEra Energy position peaked at $11.4M in Q4 2024.
3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on DNCA Finance's 13F filing for Q2 2026, filed 13 Aug 2026.