Vaughan David Investments’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 | $62M | Buy |
706,318
+5,514
| +0.8% | +$499K | 1.23% | 20 |
|
|
2026
Q1 | $65.1M | Buy |
700,804
+4,853
| +0.7% | +$431K | 1.38% | 17 |
|
|
2025
Q4 | $55.9M | Sell |
695,951
-13,209
| -2% | -$1.09M | 1.22% | 20 |
|
|
2025
Q3 | $53.5M | Buy |
709,160
+7,689
| +1% | +$562K | 1.16% | 29 |
|
|
2025
Q2 | $48.7M | Buy |
701,471
+3,934
| +0.6% | +$273K | 1.09% | 34 |
|
|
2025
Q1 | $49.4M | Buy |
697,537
+7,405
| +1% | +$523K | 1.16% | 34 |
|
|
2024
Q4 | $49.5M | Buy |
690,132
+1,748
| +0.3% | +$136K | 1.17% | 24 |
|
|
2024
Q3 | $58.2M | Buy |
688,384
+1,966
| +0.3% | +$153K | 1.34% | 13 |
|
|
2024
Q2 | $48.6M | Buy |
686,418
+5,503
| +0.8% | +$390K | 1.23% | 22 |
|
|
2024
Q1 | $43.5M | Buy |
680,915
+29,696
| +5% | +$1.74M | 1.08% | 34 |
|
|
2023
Q4 | $39.6M | Buy |
651,219
+14,849
| +2% | +$846K | 1.08% | 33 |
|
|
2023
Q3 | $36.5M | Buy |
636,370
+19,688
| +3% | +$1.36M | 1.1% | 33 |
|
|
2023
Q2 | $45.8M | Buy |
616,682
+5,669
| +0.9% | +$429K | 1.34% | 18 |
|
|
2023
Q1 | $47.1M | Buy |
611,013
+1,704
| +0.3% | +$131K | 1.43% | 12 |
|
|
2022
Q4 | $50.9M | Buy |
609,309
+2,653
| +0.4% | +$214K | 1.52% | 8 |
|
|
2022
Q3 | $47.6M | Sell |
606,656
-1,535
| -0.3% | -$130K | 1.59% | 6 |
|
|
2022
Q2 | $47.1M | Buy |
608,191
+14,589
| +2% | +$1.11M | 1.5% | 6 |
|
|
2022
Q1 | $50.3M | Buy |
593,602
+2,722
| +0.5% | +$218K | 1.48% | 11 |
|
|
2021
Q4 | $55.2M | Sell |
590,880
-8,889
| -1% | -$768K | 1.61% | 9 |
|
|
2021
Q3 | $47.1M | Sell |
599,769
-6,556
| -1% | -$529K | 1.5% | 12 |
|
|
2021
Q2 | $44.4M | Buy |
606,325
+5,751
| +1% | +$432K | 1.39% | 17 |
|
|
2021
Q1 | $45.4M | Sell |
600,574
-12,824
| -2% | -$1M | 1.44% | 15 |
|
|
2020
Q4 | $47.3M | Sell |
613,398
-7,358
| -1% | -$550K | 1.62% | 10 |
|
|
2020
Q3 | $43.1M | Sell |
620,756
-3,760
| -0.6% | -$260K | 1.67% | 10 |
|
|
2020
Q2 | $37.5M | Sell |
624,516
-1,580
| -0.3% | -$94.6K | 1.53% | 13 |
|
|
2020
Q1 | $37.7M | Sell |
626,096
-18,264
| -3% | -$1.15M | 1.75% | 6 |
|
|
2019
Q4 | $39M | Sell |
644,360
-9,156
| -1% | -$535K | 1.43% | 15 |
|
|
2019
Q3 | $38.1M | Sell |
653,516
-4,152
| -0.6% | -$225K | 1.46% | 10 |
|
|
2019
Q2 | $33.7M | Buy |
657,668
+3,672
| +0.6% | +$181K | 1.34% | 17 |
|
|
2019
Q1 | $31.6M | Buy |
653,996
+5,428
| +0.8% | +$248K | 1.33% | 18 |
|
|
2018
Q4 | $28.2M | Sell |
648,568
-27,900
| -4% | -$1.22M | 1.31% | 18 |
|
|
2018
Q3 | $28.3M | Buy |
676,468
+5,084
| +0.8% | +$216K | 1.2% | 24 |
|
|
2018
Q2 | $28M | Sell |
671,384
-17,720
| -3% | -$716K | 1.3% | 19 |
|
|
2018
Q1 | $28.1M | Buy |
689,104
+5,324
| +0.8% | +$205K | 1.33% | 21 |
|
|
2017
Q4 | $26.7M | Sell |
683,780
-9,232
| -1% | -$356K | 1.24% | 29 |
|
|
2017
Q3 | $25.4M | Sell |
693,012
-6,368
| -0.9% | -$233K | 1.25% | 30 |
|
|
2017
Q2 | $24.5M | Buy |
699,380
+8,700
| +1% | +$297K | 1.23% | 29 |
|
|
2017
Q1 | $22.2M | Buy |
690,680
+11,484
| +2% | +$361K | 1.15% | 35 |
|
|
2016
Q4 | $20.3M | Buy |
679,196
+7,100
| +1% | +$212K | 1.08% | 45 |
|
|
2016
Q3 | $20.6M | Buy |
672,096
+1,660
| +0.2% | +$52.3K | 1.12% | 44 |
|
|
2016
Q2 | $21.9M | Sell |
670,436
-9,532
| -1% | -$286K | 1.2% | 38 |
|
|
2016
Q1 | $20.1M | Sell |
679,968
-4,780
| -0.7% | -$134K | 1.15% | 44 |
|
|
2015
Q4 | $17.8M | Buy |
684,748
+6,500
| +1% | +$164K | 1.07% | 50 |
|
|
2015
Q3 | $16.5M | Buy |
678,248
+10,780
| +2% | +$274K | 1.05% | 57 |
|
|
2015
Q2 | $16.4M | Buy |
667,468
+3,160
| +0.5% | +$80.3K | 0.97% | 60 |
|
|
2015
Q1 | $17.3M | Sell |
664,308
-50,600
| -7% | -$1.33M | 1.03% | 58 |
|
|
2014
Q4 | $19M | Sell |
714,908
-42,460
| -6% | -$1.07M | 1.1% | 49 |
|
|
2014
Q3 | $17.8M | Sell |
757,368
-1,200
| -0.2% | -$29K | 1.08% | 47 |
|
|
2014
Q2 | $19.4M | Sell |
758,568
-84,480
| -10% | -$2.06M | 1.16% | 38 |
|
|
2014
Q1 | $20.2M | Buy |
843,048
+1,880
| +0.2% | +$42.6K | 1.26% | 35 |
|
|
2013
Q4 | $18M | Buy |
841,168
+928
| +0.1% | +$19.6K | 1.16% | 41 |
|
|
2013
Q3 | $16.8M | Sell |
840,240
-12,968
| -2% | -$268K | 1.17% | 41 |
|
|
2013
Q2 | $17.4M | Buy |
+853,208
| New | +$16.9M | 1.23% | 36 |
|
Other funds holding NEE
Vaughan David Investments's NEE Position: Q2 2026 in Review
Vaughan David Investments increased its NextEra Energy (NEE) stake by 0.79% in Q2 2026, buying an estimated $499K and bringing the position to 706,318 shares worth $62M. The position accounts for 1.23% of the portfolio, ranked #20.
Vaughan David Investments first reported a position in NEE in Q2 2013 and has held it in 53 quarters since. The position peaked at $65.1M in Q1 2026. 3,019 funds tracked by Wall St. Rank hold NEE as of Q2 2026.
- Vaughan David Investments held 706,318 shares of NextEra Energy worth $62M as of Q2 2026.
- Vaughan David Investments bought 5,514 NextEra Energy shares in Q2 2026, an estimated $499K.
- NextEra Energy made up 1.23% of Vaughan David Investments's portfolio in Q2 2026, its #20 holding.
- Vaughan David Investments first reported a position in NextEra Energy in Q2 2013 and has held it in 53 quarters since.
- Vaughan David Investments's NextEra Energy position peaked at $65.1M in Q1 2026.
- 3,019 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.
Based on Vaughan David Investments's 13F filing for Q2 2026, filed 11 Aug 2026.