Fidelity D&D Bancorp’s NextEra Energy NEE Stock Holding History

Fidelity D&D Bancorp’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	$474K	Hold	5,406	–	–	0.16%	58
2026 Q1	$502K	Sell	5,406 -133	-2%	-$11.8K	0.2%	51
2025 Q4	$445K	Sell	5,539 -660	-11%	-$54.7K	0.19%	56
2025 Q3	$468K	Sell	6,199 -105	-2%	-$7.67K	0.26%	51
2025 Q2	$438K	Buy	6,304 +226	+4%	+$15.7K	0.27%	49
2025 Q1	$431K	Sell	6,078 -231	-4%	-$16.3K	0.28%	53
2024 Q4	$452K	Buy	6,309 +736	+13%	+$57.2K	0.3%	54
2024 Q3	$471K	Buy	5,573 +21	+0.4%	+$1.64K	0.31%	49
2024 Q2	$393K	Sell	5,552 -120	-2%	-$8.51K	0.3%	53
2024 Q1	$362K	Sell	5,672 -657	-10%	-$38.5K	0.27%	55
2023 Q4	$384K	Sell	6,329 -164	-3%	-$9.35K	0.3%	55
2023 Q3	$372K	Buy	+6,493	New	+$449K	0.38%	57
2023 Q1	$362K	Buy	+5,672	New	+$436K	0.27%	55

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

Fidelity D&D Bancorp's NEE Position: Q2 2026 in Review

Fidelity D&D Bancorp held its NextEra Energy (NEE) position steady in Q2 2026 at 5,406 shares worth $474K. The position accounts for 0.16% of the portfolio, ranked #58.

Fidelity D&D Bancorp first reported a position in NEE in Q1 2023 and has held it in 13 quarters since. The position peaked at $502K in Q1 2026. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Fidelity D&D Bancorp held 5,406 shares of NextEra Energy worth $474K as of Q2 2026.
Fidelity D&D Bancorp left its NextEra Energy share count unchanged in Q2 2026.
NextEra Energy made up 0.16% of Fidelity D&D Bancorp's portfolio in Q2 2026, its #58 holding.
Fidelity D&D Bancorp first reported a position in NextEra Energy in Q1 2023 and has held it in 13 quarters since.
Fidelity D&D Bancorp's NextEra Energy position peaked at $502K in Q1 2026.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Fidelity D&D Bancorp's 13F filing for Q2 2026, filed 6 Aug 2026.