Dudley Capital Management’s NextEra Energy NEE Stock Holding History

Dudley Capital Management’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	$581K	Buy	6,618 +500	+8%	+$45.2K	0.23%	85
2026 Q1	$568K	Hold	6,118	–	–	0.25%	78
2025 Q4	$491K	Buy	6,118 +300	+5%	+$24.8K	0.21%	84
2025 Q3	$439K	Hold	5,818	–	–	0.2%	89
2025 Q2	$404K	Hold	5,818	–	–	0.2%	88
2025 Q1	$412K	Sell	5,818 -300	-5%	-$21.2K	0.22%	78
2024 Q4	$439K	Hold	6,118	–	–	0.22%	83
2024 Q3	$517K	Hold	6,118	–	–	0.27%	73
2024 Q2	$433K	Sell	6,118 -56	-0.9%	-$3.97K	0.24%	76
2024 Q1	$391K	Hold	6,174	–	–	0.23%	80
2023 Q4	$375K	Sell	6,174 -300	-5%	-$17.1K	0.24%	81
2023 Q3	$371K	Hold	6,474	–	–	0.26%	75
2023 Q2	$480K	Buy	6,474 +175	+3%	+$13.2K	0.32%	70
2023 Q1	$486K	Sell	6,299 -100	-2%	-$7.69K	0.33%	71
2022 Q4	$535K	Buy	+6,399	New	+$517K	0.37%	67

Other funds holding NEE

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Dudley Capital Management's NEE Position: Q2 2026 in Review

Dudley Capital Management increased its NextEra Energy (NEE) stake by 8.2% in Q2 2026, buying an estimated $45.2K and bringing the position to 6,618 shares worth $581K. The position accounts for 0.23% of the portfolio, ranked #85.

Dudley Capital Management first reported a position in NEE in Q4 2022 and has held it in 15 quarters since. 1,451 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Dudley Capital Management held 6,618 shares of NextEra Energy worth $581K as of Q2 2026.
Dudley Capital Management bought 500 NextEra Energy shares in Q2 2026, an estimated $45.2K.
NextEra Energy made up 0.23% of Dudley Capital Management's portfolio in Q2 2026, its #85 holding.
Dudley Capital Management first reported a position in NextEra Energy in Q4 2022 and has held it in 15 quarters since.
1,451 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Dudley Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.