Duff & Phelps Investment Management’s NextEra Energy NEE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$153M Sell
1,744,585
-176,795
-9% -$16M 1.45% 18
2026
Q1
$178M Sell
1,921,380
-146,934
-7% -$13.1M 1.85% 8
2025
Q4
$166M Sell
2,068,314
-481,808
-19% -$39.9M 1.88% 9
2025
Q3
$193M Sell
2,550,122
-48,478
-2% -$3.54M 2.18% 6
2025
Q2
$180M Buy
2,598,600
+322,415
+14% +$22.4M 2.12% 6
2025
Q1
$161M Buy
2,276,185
+33,057
+1% +$2.33M 1.89% 8
2024
Q4
$161M Sell
2,243,128
-116,273
-5% -$9.03M 1.92% 10
2024
Q3
$199M Buy
2,359,401
+2,871
+0.1% +$224K 2.29% 7
2024
Q2
$167M Sell
2,356,530
-159,338
-6% -$11.3M 2.13% 8
2024
Q1
$161M Buy
2,515,868
+503,932
+25% +$29.5M 1.93% 7
2023
Q4
$122M Sell
2,011,936
-100,038
-5% -$5.7M 1.47% 17
2023
Q3
$121M Sell
2,111,974
-34,939
-2% -$2.42M 1.59% 13
2023
Q2
$159M Sell
2,146,913
-40,519
-2% -$3.07M 1.94% 4
2023
Q1
$169M Sell
2,187,432
-180,864
-8% -$13.9M 2.05% 4
2022
Q4
$198M Buy
2,368,296
+18,789
+0.8% +$1.52M 2.41% 3
2022
Q3
$184M Buy
2,349,507
+105,032
+5% +$8.91M 2.32% 3
2022
Q2
$174M Buy
2,244,475
+257,346
+13% +$19.6M 2.15% 4
2022
Q1
$168M Sell
1,987,129
-152,942
-7% -$12.3M 1.94% 8
2021
Q4
$200M Sell
2,140,071
-171,830
-7% -$14.9M 2.35% 3
2021
Q3
$182M Sell
2,311,901
-171,555
-7% -$13.8M 2.37% 3
2021
Q2
$182M Buy
2,483,456
+76,383
+3% +$5.73M 2.37% 3
2021
Q1
$182M Sell
2,407,073
-52,955
-2% -$4.13M 2.48% 2
2020
Q4
$190M Buy
2,460,028
+21,080
+0.9% +$1.58M 2.76% 2
2020
Q3
$169M Sell
2,438,948
-59,920
-2% -$4.14M 2.62% 4
2020
Q2
$150M Buy
2,498,868
+39,292
+2% +$2.35M 2.36% 4
2020
Q1
$148M Sell
2,459,576
-223,060
-8% -$14M 2.58% 4
2019
Q4
$162M Buy
2,682,636
+397,112
+17% +$23.2M 2.14% 2
2019
Q3
$133M Sell
2,285,524
-78,956
-3% -$4.27M 1.8% 8
2019
Q2
$121M Sell
2,364,480
-698,620
-23% -$34.4M 1.69% 11
2019
Q1
$148M Sell
3,063,100
-735,920
-19% -$33.6M 2.23% 1
2018
Q4
$165M Sell
3,799,020
-15,780
-0.4% -$690K 2.77% 1
2018
Q3
$160M Sell
3,814,800
-104,040
-3% -$4.43M 2.42% 1
2018
Q2
$164M Sell
3,918,840
-383,000
-9% -$15.5M 2.44% 1
2018
Q1
$176M Sell
4,301,840
-33,660
-0.8% -$1.3M 2.74% 1
2017
Q4
$169M Sell
4,335,500
-123,220
-3% -$4.76M 2.42% 1
2017
Q3
$163M Sell
4,458,720
-144,480
-3% -$5.29M 2.29% 1
2017
Q2
$161M Sell
4,603,200
-755,740
-14% -$25.8M 2.32% 1
2017
Q1
$172M Sell
5,358,940
-79,120
-1% -$2.49M 2.43% 2
2016
Q4
$162M Buy
5,438,060
+13,440
+0.2% +$402K 2.34% 1
2016
Q3
$166M Buy
5,424,620
+254,760
+5% +$8.03M 2.33% 2
2016
Q2
$169M Buy
5,169,860
+3,700
+0.1% +$111K 2.52% 2
2016
Q1
$153M Buy
5,166,160
+856,660
+20% +$24M 2.42% 2
2015
Q4
$112M Sell
4,309,500
-41,400
-1% -$1.05M 1.88% 7
2015
Q3
$106M Sell
4,350,900
-25,660
-0.6% -$653K 1.71% 9
2015
Q2
$107M Buy
4,376,560
+6,860
+0.2% +$174K 1.63% 7
2015
Q1
$114M Buy
4,369,700
+30,040
+0.7% +$792K 1.58% 12
2014
Q4
$115M Buy
4,339,660
+26,640
+0.6% +$673K 1.59% 13
2014
Q3
$101M Sell
4,313,020
-1,280
-0% -$30.9K 1.44% 12
2014
Q2
$111M Sell
4,314,300
-2,520
-0.1% -$61.3K 1.67% 9
2014
Q1
$103M Buy
4,316,820
+33,340
+0.8% +$755K 1.72% 7
2013
Q4
$91.7M Sell
4,283,480
-13,400
-0.3% -$283K 1.6% 10
2013
Q3
$86.1M Buy
4,296,880
+30,240
+0.7% +$624K 1.49% 14
2013
Q2
$86.9M Buy
+4,266,640
New +$84.7M 1.51% 13

Other funds holding NEE

Duff & Phelps Investment Management's NEE Position: Q2 2026 in Review

Duff & Phelps Investment Management reduced its NextEra Energy (NEE) stake by 9.2% in Q2 2026, selling an estimated $16M and leaving 1,744,585 shares worth $153M. The position accounts for 1.45% of the portfolio, ranked #18.

Duff & Phelps Investment Management first reported a position in NEE in Q2 2013 and has held it in 53 quarters since. The position peaked at $200M in Q4 2021. 3,019 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Duff & Phelps Investment Management held 1,744,585 shares of NextEra Energy worth $153M as of Q2 2026.
  • Duff & Phelps Investment Management sold 176,795 NextEra Energy shares in Q2 2026, an estimated $16M.
  • NextEra Energy made up 1.45% of Duff & Phelps Investment Management's portfolio in Q2 2026, its #18 holding.
  • Duff & Phelps Investment Management first reported a position in NextEra Energy in Q2 2013 and has held it in 53 quarters since.
  • Duff & Phelps Investment Management's NextEra Energy position peaked at $200M in Q4 2021.
  • 3,019 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Duff & Phelps Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.