Sloy Dahl & Holst’s NextEra Energy NEE Stock Holding History

Sloy Dahl & Holst’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	$251K	Hold	2,858	–	–	0.03%	100
2026 Q1	$265K	Hold	2,858	–	–	0.04%	92
2025 Q4	$229K	Buy	2,858 +5	+0.2%	+$414	0.03%	106
2025 Q3	$215K	Buy	+2,853	New	+$208K	0.02%	110
2025 Q2	–	Sell	-2,853	Closed	-$202K	–	113
2025 Q1	$202K	Hold	2,853	–	–	0.04%	104
2024 Q4	$205K	Buy	+2,853	New	+$222K	0.03%	104
2022 Q4	–	Sell	-5,354	Closed	-$420K	–	77
2022 Q3	$420K	Hold	5,354	–	–	0.09%	43
2022 Q2	$415K	Buy	5,354 +50	+0.9%	+$3.81K	0.1%	44
2022 Q1	$449K	Hold	5,304	–	–	0.07%	45
2021 Q4	$416K	Hold	5,304	–	–	0.09%	51
2021 Q3	$416K	Buy	+5,304	New	+$428K	0.09%	51
2021 Q2	–	Sell	-5,304	Closed	-$401K	–	68
2021 Q1	$401K	Buy	+5,304	New	+$414K	0.06%	44

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

Sloy Dahl & Holst's NEE Position: Q2 2026 in Review

Sloy Dahl & Holst held its NextEra Energy (NEE) position steady in Q2 2026 at 2,858 shares worth $251K. The position accounts for 0.03% of the portfolio, ranked #100.

Sloy Dahl & Holst first reported a position in NEE in Q1 2021 and has held it in 12 quarters since. The position peaked at $449K in Q1 2022. 3,023 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Sloy Dahl & Holst held 2,858 shares of NextEra Energy worth $251K as of Q2 2026.
Sloy Dahl & Holst left its NextEra Energy share count unchanged in Q2 2026.
NextEra Energy made up 0.03% of Sloy Dahl & Holst's portfolio in Q2 2026, its #100 holding.
Sloy Dahl & Holst first reported a position in NextEra Energy in Q1 2021 and has held it in 12 quarters since.
Sloy Dahl & Holst's NextEra Energy position peaked at $449K in Q1 2022.
3,023 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Sloy Dahl & Holst's 13F filing for Q2 2026, filed 13 Aug 2026.