Foster Dykema Cabot & Partners’s NextEra Energy NEE Stock Holding History

Foster Dykema Cabot & Partners’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	$231K	Hold	2,482	–	–	0.01%	109
2025 Q4	$199K	Sell	2,482 -1,990	-44%	-$165K	0.01%	120
2025 Q3	$338K	Buy	4,472 +1,321	+42%	+$96.5K	0.02%	100
2025 Q2	$219K	Buy	3,151 +1,682	+114%	+$117K	0.02%	119
2025 Q1	$104K	Sell	1,469 -195	-12%	-$13.8K	0.01%	159
2024 Q4	$119K	Sell	1,664 -76	-4%	-$5.9K	0.01%	160
2024 Q3	$147K	Buy	1,740 +236	+16%	+$18.4K	0.01%	150
2024 Q2	$106K	Sell	1,504 -32	-2%	-$2.27K	0.01%	141
2024 Q1	$98.2K	Buy	1,536 +364	+31%	+$21.3K	0.01%	142
2023 Q4	$71.2K	Buy	+1,172	New	+$66.8K	0.01%	142

Other funds holding NEE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Foster Dykema Cabot & Partners's NEE Position: Q1 2026 in Review

Foster Dykema Cabot & Partners held its NextEra Energy (NEE) position steady in Q1 2026 at 2,482 shares worth $231K. The position accounts for 0.01% of the portfolio, ranked #109.

Foster Dykema Cabot & Partners first reported a position in NEE in Q4 2023 and has held it in 10 quarters since. The position peaked at $338K in Q3 2025. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Foster Dykema Cabot & Partners held 2,482 shares of NextEra Energy worth $231K as of Q1 2026.
Foster Dykema Cabot & Partners left its NextEra Energy share count unchanged in Q1 2026.
NextEra Energy made up 0.01% of Foster Dykema Cabot & Partners's portfolio in Q1 2026, its #109 holding.
Foster Dykema Cabot & Partners first reported a position in NextEra Energy in Q4 2023 and has held it in 10 quarters since.
Foster Dykema Cabot & Partners's NextEra Energy position peaked at $338K in Q3 2025.
3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Foster Dykema Cabot & Partners's 13F filing for Q1 2026, filed 14 May 2026.