Dodge & Cox

Dodge & Cox’s NextEra Energy NEE Stock Holding History

Dodge & Cox’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	$2.19M	Hold	23,600	–	–	﹤0.01%	162
2025 Q4	$1.89M	Hold	23,600	–	–	﹤0.01%	162
2025 Q3	$1.78M	Hold	23,600	–	–	﹤0.01%	158
2025 Q2	$1.64M	Hold	23,600	–	–	﹤0.01%	164
2025 Q1	$1.67M	Hold	23,600	–	–	﹤0.01%	158
2024 Q4	$1.69M	Hold	23,600	–	–	﹤0.01%	158
2024 Q3	$1.99M	Hold	23,600	–	–	﹤0.01%	150
2024 Q2	$1.67M	Sell	23,600 -400	-2%	-$28.4K	﹤0.01%	152
2024 Q1	$1.53M	Hold	24,000	–	–	﹤0.01%	152
2023 Q4	$1.46M	Hold	24,000	–	–	﹤0.01%	149
2023 Q3	$1.37M	Hold	24,000	–	–	﹤0.01%	149
2023 Q2	$1.78M	Hold	24,000	–	–	﹤0.01%	140
2023 Q1	$1.85M	Hold	24,000	–	–	﹤0.01%	141
2022 Q4	$2.01M	Sell	24,000 -1,000	-4%	-$80.8K	﹤0.01%	135
2022 Q3	$1.96M	Hold	25,000	–	–	﹤0.01%	134
2022 Q2	$1.94M	Hold	25,000	–	–	﹤0.01%	136
2022 Q1	$2.12M	Hold	25,000	–	–	﹤0.01%	137
2021 Q4	$2.33M	Hold	25,000	–	–	﹤0.01%	134
2021 Q3	$1.96M	Hold	25,000	–	–	﹤0.01%	135
2021 Q2	$1.83M	Buy	25,000 +2,000	+9%	+$150K	﹤0.01%	135
2021 Q1	$1.74M	Sell	23,000 -1,200	-5%	-$93.7K	﹤0.01%	137
2020 Q4	$1.87M	Sell	24,200 -3,168	-12%	-$237K	﹤0.01%	135
2020 Q3	$1.9M	Sell	27,368 -260	-0.9%	-$17.9K	﹤0.01%	134
2020 Q2	$1.66M	Sell	27,628 -740	-3%	-$44.3K	﹤0.01%	134
2020 Q1	$1.71M	Sell	28,368 -200	-0.7%	-$12.6K	﹤0.01%	125
2019 Q4	$1.73M	Hold	28,568	–	–	﹤0.01%	131
2019 Q3	$1.66M	Hold	28,568	–	–	﹤0.01%	133
2019 Q2	$1.46M	Hold	28,568	–	–	﹤0.01%	138
2019 Q1	$1.38M	Hold	28,568	–	–	﹤0.01%	139
2018 Q4	$1.24M	Hold	28,568	–	–	﹤0.01%	141
2018 Q3	$1.2M	Sell	28,568 -2,400	-8%	-$102K	﹤0.01%	141
2018 Q2	$1.29M	Hold	30,968	–	–	﹤0.01%	135
2018 Q1	$1.26M	Sell	30,968 -2,400	-7%	-$92.5K	﹤0.01%	132
2017 Q4	$1.3M	Sell	33,368 -800	-2%	-$30.9K	﹤0.01%	132
2017 Q3	$1.25M	Sell	34,168 -1,800	-5%	-$65.9K	﹤0.01%	134
2017 Q2	$1.26M	Sell	35,968 -2,216	-6%	-$75.7K	﹤0.01%	132
2017 Q1	$1.23M	Sell	38,184 -800	-2%	-$25.2K	﹤0.01%	134
2016 Q4	$1.16M	Sell	38,984 -1,320	-3%	-$39.4K	﹤0.01%	135
2016 Q3	$1.23M	Sell	40,304 -2,400	-6%	-$75.6K	﹤0.01%	130
2016 Q2	$1.39M	Sell	42,704 -1,416	-3%	-$42.5K	﹤0.01%	127
2016 Q1	$1.3M	Buy	44,120 +120	+0.3%	+$3.37K	﹤0.01%	130
2015 Q4	$1.14M	Hold	44,000	–	–	﹤0.01%	133
2015 Q3	$1.07M	Sell	44,000 -2,400	-5%	-$61K	﹤0.01%	128
2015 Q2	$1.14M	Sell	46,400 -400	-0.9%	-$10.2K	﹤0.01%	123
2015 Q1	$1.22M	Sell	46,800 -5,600	-11%	-$148K	﹤0.01%	127
2014 Q4	$1.39M	Sell	52,400 -3,996	-7%	-$101K	﹤0.01%	127
2014 Q3	$1.32M	Hold	56,396	–	–	﹤0.01%	126
2014 Q2	$1.45M	Hold	56,396	–	–	﹤0.01%	124
2014 Q1	$1.35M	Sell	56,396 -400	-0.7%	-$9.06K	﹤0.01%	125
2013 Q4	$1.22M	Hold	56,796	–	–	﹤0.01%	125
2013 Q3	$1.14M	Hold	56,796	–	–	﹤0.01%	126
2013 Q2	$1.16M	Buy	+56,796	New	+$1.13M	﹤0.01%	125

Other funds holding NEE

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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