DCM
NEE icon

Dorato Capital Management’s NextEra Energy NEE Stock Holding History

Dorato Capital 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 		$59.8K Hold
680
– – 0.04% 169
2026
Q1 		$64K Hold
680
– – 0.05% 160
2025
Q4 		$55.7K Buy
+680
New +$56.3K 0.04% 168

Other funds holding NEE

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Dorato Capital Management's NEE Position: Q2 2026 in Review

Dorato Capital Management held its NextEra Energy (NEE) position steady in Q2 2026 at 680 shares worth $59.8K. The position accounts for 0.04% of the portfolio, ranked #169.

Dorato Capital Management first reported a position in NEE in Q4 2025 and has held it in 3 quarters since. The position peaked at $64K in Q1 2026. 1,864 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Dorato Capital Management held 680 shares of NextEra Energy worth $59.8K as of Q2 2026.
  • Dorato Capital Management left its NextEra Energy share count unchanged in Q2 2026.
  • NextEra Energy made up 0.04% of Dorato Capital Management's portfolio in Q2 2026, its #169 holding.
  • Dorato Capital Management first reported a position in NextEra Energy in Q4 2025 and has held it in 3 quarters since.
  • Dorato Capital Management's NextEra Energy position peaked at $64K in Q1 2026.
  • 1,864 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Dorato Capital Management's 13F filing for Q2 2026, filed 13 Jul 2026.