DWMS
NEE icon

Dominguez Wealth Management Solutions’s NextEra Energy NEE Stock Holding History

Dominguez Wealth Management Solutions’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 		$583K Sell
6,646
-57
-0.9% -$5.16K 0.32% 48
2026
Q1 		$623K Sell
6,703
-93
-1% -$8.27K 0.38% 43
2025
Q4 		$546K Buy
6,796
+15
+0.2% +$1.24K 0.33% 48
2025
Q3 		$512K Buy
6,781
+75
+1% +$5.48K 0.32% 48
2025
Q2 		$466K Sell
6,706
-474
-7% -$32.9K 0.32% 48
2025
Q1 		$509K Sell
7,180
-148
-2% -$10.4K 0.37% 44
2024
Q4 		$525K Sell
7,328
-12
-0.2% -$932 0.38% 44
2024
Q3 		$620K Buy
7,340
+13
+0.2% +$1.01K 0.45% 40
2024
Q2 		$519K Sell
7,327
-65
-0.9% -$4.61K 0.39% 43
2024
Q1 		$472K Buy
7,392
+18
+0.2% +$1.05K 0.37% 46
2023
Q4 		$448K Sell
7,374
-172
-2% -$9.8K 0.37% 45
2023
Q3 		$432K Buy
7,546
+4
+0.1% +$277 0.4% 43
2023
Q2 		$560K Buy
7,542
+13
+0.2% +$984 0.49% 35
2023
Q1 		$580K Buy
7,529
+12
+0.2% +$923 0.53% 34
2022
Q4 		$628K Buy
+7,517
New +$607K 0.62% 32

Other funds holding NEE

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Dominguez Wealth Management Solutions's NEE Position: Q2 2026 in Review

Dominguez Wealth Management Solutions reduced its NextEra Energy (NEE) stake by 0.85% in Q2 2026, selling an estimated $5.16K and leaving 6,646 shares worth $583K. The position accounts for 0.32% of the portfolio, ranked #48.

Dominguez Wealth Management Solutions first reported a position in NEE in Q4 2022 and has held it in 15 quarters since. The position peaked at $628K in Q4 2022. 560 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Dominguez Wealth Management Solutions held 6,646 shares of NextEra Energy worth $583K as of Q2 2026.
  • Dominguez Wealth Management Solutions sold 57 NextEra Energy shares in Q2 2026, an estimated $5.16K.
  • NextEra Energy made up 0.32% of Dominguez Wealth Management Solutions's portfolio in Q2 2026, its #48 holding.
  • Dominguez Wealth Management Solutions first reported a position in NextEra Energy in Q4 2022 and has held it in 15 quarters since.
  • Dominguez Wealth Management Solutions's NextEra Energy position peaked at $628K in Q4 2022.
  • 560 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Dominguez Wealth Management Solutions's 13F filing for Q2 2026, filed 9 Jul 2026.