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Dakota Wealth Management’s NextEra Energy NEE Stock Holding History

Dakota Wealth 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
Q1 		$13.1M Sell
141,570
-4,996
-3% -$444K 0.28% 79
2025
Q4 		$11.8M Buy
146,566
+9,362
+7% +$775K 0.21% 92
2025
Q3 		$10.4M Buy
137,204
+1,184
+0.9% +$86.5K 0.21% 91
2025
Q2 		$9.44M Sell
136,020
-8,096
-6% -$562K 0.2% 101
2025
Q1 		$10.2M Sell
144,116
-5,238
-4% -$370K 0.24% 89
2024
Q4 		$10.7M Buy
149,354
+443
+0.3% +$34.4K 0.25% 89
2024
Q3 		$12.6M Buy
148,911
+385
+0.3% +$30K 0.28% 83
2024
Q2 		$10.5M Sell
148,526
-1,882
-1% -$134K 0.25% 90
2024
Q1 		$9.61M Sell
150,408
-6,276
-4% -$368K 0.24% 92
2023
Q4 		$9.52M Sell
156,684
-99,800
-39% -$5.69M 0.37% 78
2023
Q3 		$14.7M Buy
256,484
+33,309
+15% +$2.31M 0.65% 32
2023
Q2 		$16.6M Sell
223,175
-56,395
-20% -$4.27M 0.78% 29
2023
Q1 		$21.5M Buy
279,570
+19,031
+7% +$1.46M 1.44% 6
2022
Q4 		$21.8M Sell
260,539
-10,846
-4% -$876K 1.54% 7
2022
Q3 		$21.3M Buy
271,385
+20,847
+8% +$1.77M 1.72% 6
2022
Q2 		$19.4M Buy
250,538
+14,895
+6% +$1.13M 1.79% 6
2022
Q1 		$20M Buy
235,643
+122,060
+107% +$9.78M 1.62% 8
2021
Q4 		$10.6M Sell
113,583
-9,973
-8% -$862K 1.12% 19
2021
Q3 		$9.7M Sell
123,556
-19,851
-14% -$1.6M 1.12% 18
2021
Q2 		$10.5M Sell
143,407
-15,184
-10% -$1.14M 1.25% 13
2021
Q1 		$12M Sell
158,591
-34,726
-18% -$2.71M 1.57% 10
2020
Q4 		$14.9M Buy
193,317
+37,937
+24% +$2.84M 1.94% 7
2020
Q3 		$10.8M Buy
155,380
+28,324
+22% +$1.96M 1.7% 9
2020
Q2 		$7.63M Buy
127,056
+97,468
+329% +$5.83M 1.31% 16
2020
Q1 		$1.78M Buy
29,588
+21,576
+269% +$1.36M 0.39% 72
2019
Q4 		$485K Sell
8,012
-1,468
-15% -$85.7K 0.08% 197
2019
Q3 		$552K Buy
+9,480
New +$513K 0.1% 177

Other funds holding NEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dakota Wealth Management's NEE Position: Q1 2026 in Review

Dakota Wealth Management reduced its NextEra Energy (NEE) stake by 3.4% in Q1 2026, selling an estimated $444K and leaving 141,570 shares worth $13.1M. The position accounts for 0.28% of the portfolio, ranked #79.

Dakota Wealth Management first reported a position in NEE in Q3 2019 and has held it in 27 quarters since. The position peaked at $21.8M in Q4 2022. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Dakota Wealth Management held 141,570 shares of NextEra Energy worth $13.1M as of Q1 2026.
  • Dakota Wealth Management sold 4,996 NextEra Energy shares in Q1 2026, an estimated $444K.
  • NextEra Energy made up 0.28% of Dakota Wealth Management's portfolio in Q1 2026, its #79 holding.
  • Dakota Wealth Management first reported a position in NextEra Energy in Q3 2019 and has held it in 27 quarters since.
  • Dakota Wealth Management's NextEra Energy position peaked at $21.8M in Q4 2022.
  • 3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Dakota Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.