DLA
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Douglas Lane & Associates’s NextEra Energy NEE Stock Holding History

Douglas Lane & Associates’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
Q3 		$612K Sell
8,076
-360
-4% -$30.5K 0.01% 173
2026
Q2 		$740K Buy
8,436
+582
+7% +$52.6K 0.01% 167
2026
Q1 		$729K Sell
7,854
-5
-0.1% -$445 0.01% 163
2025
Q4 		$631K Sell
7,859
-571
-7% -$47.3K 0.01% 169
2025
Q3 		$636K Buy
8,430
+19
+0.2% +$1.39K 0.01% 168
2025
Q2 		$584K Buy
8,411
+474
+6% +$32.9K 0.01% 173
2025
Q1 		$563K Buy
7,937
+347
+5% +$24.5K 0.01% 176
2024
Q4 		$544K Sell
7,590
-38
-0.5% -$2.95K 0.01% 179
2024
Q3 		$645K Buy
7,628
+96
+1% +$7.49K 0.01% 175
2024
Q2 		$533K Sell
7,532
-306
-4% -$21.7K 0.01% 179
2024
Q1 		$501K Buy
7,838
+150
+2% +$8.79K 0.01% 181
2023
Q4 		$467K Sell
7,688
-3,178
-29% -$181K 0.01% 184
2023
Q3 		$623K Buy
10,866
+1,551
+17% +$107K 0.01% 161
2023
Q2 		$691K Buy
9,315
+588
+7% +$44.5K 0.01% 163
2023
Q1 		$673K Buy
8,727
+190
+2% +$14.6K 0.01% 165
2022
Q4 		$714K Buy
8,537
+1,366
+19% +$110K 0.01% 161
2022
Q3 		$562K Buy
7,171
+109
+2% +$9.25K 0.01% 164
2022
Q2 		$547K Sell
7,062
-624
-8% -$47.5K 0.01% 168
2022
Q1 		$651K Sell
7,686
-1,044
-12% -$83.7K 0.01% 170
2021
Q4 		$815K Buy
8,730
+2,123
+32% +$183K 0.01% 159
2021
Q3 		$519K Sell
6,607
-20
-0.3% -$1.61K 0.01% 171
2021
Q2 		$486K Buy
6,627
+2,285
+53% +$171K 0.01% 172
2021
Q1 		$328K Sell
4,342
-431
-9% -$33.6K 0.01% 181
2020
Q4 		$368K Buy
4,773
+277
+6% +$20.7K 0.01% 171
2020
Q3 		$312K Buy
4,496
+776
+21% +$53.6K 0.01% 175
2020
Q2 		$223K Buy
3,720
+364
+11% +$21.8K ﹤0.01% 193
2020
Q1 		$202K Sell
3,356
-252
-7% -$15.8K 0.01% 189
2019
Q4 		$218K Sell
3,608
-200
-5% -$11.7K ﹤0.01% 197
2019
Q3 		$222K Buy
+3,808
New +$206K ﹤0.01% 199
2016
Q4 		– Sell
-9,416
Closed -$288K – 212
2016
Q3 		$288K Sell
9,416
-1,692
-15% -$53.3K 0.01% 189
2016
Q2 		$362K Sell
11,108
-3,904
-26% -$117K 0.01% 186
2016
Q1 		$444K Buy
+15,012
New +$421K 0.01% 178

Other funds holding NEE

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Douglas Lane & Associates's NEE Position: Q3 2026 in Review

Douglas Lane & Associates reduced its NextEra Energy (NEE) stake by 4.3% in Q3 2026, selling an estimated $30.5K and leaving 8,076 shares worth $612K. The position accounts for 0.01% of the portfolio, ranked #173.

Douglas Lane & Associates first reported a position in NEE in Q1 2016 and has held it in 32 quarters since. The position peaked at $815K in Q4 2021. 155 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

  • Douglas Lane & Associates held 8,076 shares of NextEra Energy worth $612K as of Q3 2026.
  • Douglas Lane & Associates sold 360 NextEra Energy shares in Q3 2026, an estimated $30.5K.
  • NextEra Energy made up 0.01% of Douglas Lane & Associates's portfolio in Q3 2026, its #173 holding.
  • Douglas Lane & Associates first reported a position in NextEra Energy in Q1 2016 and has held it in 32 quarters since.
  • Douglas Lane & Associates's NextEra Energy position peaked at $815K in Q4 2021.
  • 155 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Douglas Lane & Associates's 13F filing for Q3 2026, filed 9 Oct 2026.