Morgan Dempsey Capital Management’s NextEra Energy NEE Stock Holding History

Morgan Dempsey 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	$6.5K	Hold	74	–	–	﹤0.01%	107
2026 Q1	$6.87K	Hold	74	–	–	﹤0.01%	134
2025 Q4	$5.94K	Hold	74	–	–	﹤0.01%	140
2025 Q3	$5.59K	Sell	74 -42	-36%	-$3.07K	﹤0.01%	150
2025 Q2	$8.05K	Hold	116	–	–	﹤0.01%	137
2025 Q1	$8.22K	Hold	116	–	–	﹤0.01%	118
2024 Q4	$8.32K	Hold	116	–	–	﹤0.01%	109
2024 Q3	$9.8K	Hold	116	–	–	﹤0.01%	105
2024 Q2	$8.21K	Hold	116	–	–	﹤0.01%	98
2024 Q1	$7.41K	Hold	116	–	–	﹤0.01%	101
2023 Q4	$7.05K	Hold	116	–	–	﹤0.01%	108
2023 Q3	$6.65K	Hold	116	–	–	﹤0.01%	103
2023 Q2	$8.61K	Hold	116	–	–	﹤0.01%	97
2023 Q1	$8.94K	Hold	116	–	–	﹤0.01%	100
2022 Q4	$9.7K	Hold	116	–	–	﹤0.01%	119
2022 Q3	$9K	Buy	+116	New	+$9.84K	﹤0.01%	111

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

Morgan Dempsey Capital Management's NEE Position: Q2 2026 in Review

Morgan Dempsey Capital Management held its NextEra Energy (NEE) position steady in Q2 2026 at 74 shares worth $6.5K. The position accounts for ﹤0.01% of the portfolio, ranked #107.

Morgan Dempsey Capital Management first reported a position in NEE in Q3 2022 and has held it in 16 quarters since. The position peaked at $9.8K in Q3 2024. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Morgan Dempsey Capital Management held 74 shares of NextEra Energy worth $6.5K as of Q2 2026.
Morgan Dempsey Capital Management left its NextEra Energy share count unchanged in Q2 2026.
NextEra Energy made up ﹤0.01% of Morgan Dempsey Capital Management's portfolio in Q2 2026, its #107 holding.
Morgan Dempsey Capital Management first reported a position in NextEra Energy in Q3 2022 and has held it in 16 quarters since.
Morgan Dempsey Capital Management's NextEra Energy position peaked at $9.8K in Q3 2024.
3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Morgan Dempsey Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.