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Dogwood Wealth Management’s NextEra Energy NEE Stock Holding History

Dogwood 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
Q2 		$59.1K Sell
673
-1,267
-65% -$115K 0.02% 146
2026
Q1 		$180K Buy
1,940
+139
+8% +$12.4K 0.08% 93
2025
Q4 		$145K Buy
1,801
+11
+0.6% +$911 0.06% 96
2025
Q3 		$135K Buy
1,790
+12
+0.7% +$877 0.06% 97
2025
Q2 		$129K Buy
1,778
+89
+5% +$6.18K 0.06% 95
2025
Q1 		$120K Buy
1,689
+57
+3% +$4.02K 0.06% 96
2024
Q4 		$117K Buy
1,632
+11
+0.7% +$855 0.06% 94
2024
Q3 		$137K Buy
1,621
+10
+0.6% +$780 0.08% 92
2024
Q2 		$114K Buy
1,611
+11
+0.7% +$780 0.07% 95
2024
Q1 		$102K Buy
1,600
+14
+0.9% +$820 0.07% 109
2023
Q4 		$96.3K Buy
+1,586
New +$90.4K 0.08% 98

Other funds holding NEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dogwood Wealth Management's NEE Position: Q2 2026 in Review

Dogwood Wealth Management reduced its NextEra Energy (NEE) stake by 65% in Q2 2026, selling an estimated $115K and leaving 673 shares worth $59.1K. The position accounts for 0.02% of the portfolio, ranked #146.

Dogwood Wealth Management first reported a position in NEE in Q4 2023 and has held it in 11 quarters since. The position peaked at $180K in Q1 2026. 3,023 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Dogwood Wealth Management held 673 shares of NextEra Energy worth $59.1K as of Q2 2026.
  • Dogwood Wealth Management sold 1,267 NextEra Energy shares in Q2 2026, an estimated $115K.
  • NextEra Energy made up 0.02% of Dogwood Wealth Management's portfolio in Q2 2026, its #146 holding.
  • Dogwood Wealth Management first reported a position in NextEra Energy in Q4 2023 and has held it in 11 quarters since.
  • Dogwood Wealth Management's NextEra Energy position peaked at $180K in Q1 2026.
  • 3,023 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.