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Ray Dalio’s NEE Holdings & Trades

First Buy
Q2 2014
Duration Held
21 Quarters
Largest Add
Q2 2022
+411,754 Shares
Current Position
7,297 Shares
$585,803 Value

Ray Dalio's NEE Position Overview

Ray Dalio (via Bridgewater Associates, Lp) currently holds 7,297 shares of NextEra Energy, Inc. (NEE) worth $585,803, representing 0.00% of the portfolio. First purchased in 2014-Q2, this long-term strategic position has been held for 21 quarters.

Based on 13F filings, Ray Dalio has maintained a strategic position in NEE, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2022, adding 411,754 shares. Largest reduction occurred in Q3 2022, reducing 742,374 shares.

Analysis based on 13F filings available since 2013 Q2

Ray Dalio's NextEra Energy (NEE) Holding Value Over Time

Track share changes against reported price movement

Quarterly NextEra Energy (NEE) Trades by Ray Dalio

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q2 2014 +48,300 New Buy 48,300 $25.61
Q3 2014 -2,960 Reduce 6.13% 45,340 $23.47
Q4 2014 +10,800 Add 23.82% 56,140 $26.58
Q1 2015 +108,532 Add 193.32% 164,672 $26.02
Q2 2015 +1,600 Add 0.97% 166,272 $24.51
Q3 2015 -54,000 Reduce 32.48% 112,272 $24.39
Q4 2015 -47,200 Reduce 42.04% 65,072 $25.97
Q1 2016 -37,600 Reduce 57.78% 27,472 $29.59
Q2 2016 -27,472 Sold Out 0 $0.00
Q4 2016 +198,416 New Buy 198,416 $29.87
Q1 2017 -198,416 Sold Out 0 $0.00
Q1 2022 +330,620 New Buy 330,620 $84.71
Q2 2022 +411,754 Add 124.54% 742,374 $77.46
Q3 2022 -742,374 Sold Out 0 $0.00
Q4 2022 +261,736 New Buy 261,736 $83.60
Q1 2023 -261,736 Sold Out 0 $0.00
Q2 2023 +58,246 New Buy 58,246 $74.20
Q3 2023 +88,250 Add 151.51% 146,496 $57.29
Q4 2023 -114,559 Reduce 78.20% 31,937 $60.74
Q1 2024 -31,937 Sold Out 0 $0.00
Q4 2025 +7,297 New Buy 7,297 $80.28

Ray Dalio's NextEra Energy Investment FAQs

Ray Dalio first purchased NextEra Energy, Inc. (NEE) in Q2 2014, acquiring 48,300 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Ray Dalio has held NextEra Energy, Inc. (NEE) for 21 quarters since Q2 2014.

Ray Dalio's largest addition to NextEra Energy, Inc. (NEE) was in Q2 2022, adding 742,374 shares worth $57.5 M.

According to the latest 13F filing for Q4 2025, Ray Dalio's firm, Bridgewater Associates, Lp, owns 7,297 shares of NextEra Energy, Inc. (NEE), valued at approximately $585,803.

As of the Q4 2025 filing, NextEra Energy, Inc. (NEE) represents approximately 0.00% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.

Ray Dalio's peak holding in NextEra Energy, Inc. (NEE) was 742,374 shares, as reported at the end of Q2 2022.