SEC 13F Intelligence

D.a. Davidson & Co. / NEE

D.a. Davidson & Co.’s Nextera Energy Inc Position

Does D.a. Davidson & Co. own Nextera Energy Inc (NEE)? Yes — 1.03M shares worth $96M (+0.58% of its 13F portfolio) as of Q1 2026, down from 1.07M shares the prior filed quarter.

Position Value
$96M
Q1 2026
Shares
1.03M
% of Portfolio
+0.58%
Quarters Held
30
currently held

Position History NEE

Reported value by quarter
Q4 ’18: $38MQ4 ’18Q1 ’19: $42MQ2 ’19: $26MQ3 ’19: $29MQ4 ’19: $32MQ4 ’19Q1 ’20: $32MQ2 ’20: $29MQ3 ’20: $34MQ4 ’20: $36MQ4 ’20Q1 ’21: $37MQ2 ’21: $37MQ3 ’21: $40MQ4 ’21: $48MQ4 ’21Q1 ’22: $45MQ2 ’22: $41MQ3 ’22: $41MQ4 ’22: $43MQ4 ’22Q1 ’23: $41MQ2 ’23: $40MQ3 ’23: $33MQ4 ’23: $35MQ4 ’23Q1 ’24: $37MQ2 ’24: $44MQ3 ’24: $51MQ4 ’24: $43MQ4 ’24Q1 ’25: $43MQ2 ’25: $70MQ3 ’25: $81MQ4 ’25: $86MQ4 ’25Q1 ’26: $96Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.03M$96M+0.58%
Q4 20251.07M$86M+0.53%
Q3 20251.07M$81M+0.52%
Q2 20251.01M$70M+0.49%
Q1 2025605.5K$43M+0.34%
Q4 2024598.1K$43M+0.35%
Q3 2024602.4K$51M+0.42%
Q2 2024614.9K$44M+0.39%
Q1 2024582.8K$37M+0.34%
Q4 2023574.2K$35M+0.34%
Q3 2023572.7K$33M+0.36%
Q2 2023544.0K$40M+0.43%
Q1 2023534.9K$41M+0.46%
Q4 2022509.5K$43M+0.50%
Q3 2022519.1K$41M+0.53%
Q2 2022530.5K$41M+0.52%
Q1 2022532.6K$45M+0.49%
Q4 2021516.5K$48M+0.51%
Q3 2021513.5K$40M+0.47%
Q2 2021508.8K$37M+0.44%
Q1 2021495.0K$37M+0.48%
Q4 2020469.7K$36M+0.55%
Q3 2020120.8K$34M+0.58%
Q2 2020119.4K$29M+0.54%
Q1 2020131.6K$32M+0.62%
Q4 2019133.5K$32M+0.52%
Q3 2019126.1K$29M+0.53%
Q2 2019126.4K$26M+0.48%
Q1 2019215.4K$42M+0.71%
Q4 2018215.8K$38M+0.73%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See D.a. Davidson & Co.’s full portfolio or all institutional holders of NEE.