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Dorsey & Whitney Trust’s NextEra Energy NEE Stock Holding History

Dorsey & Whitney Trust’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 		$3.27M Buy
35,225
+283
+0.8% +$25.2K 0.18% 122
2025
Q4 		$2.81M Sell
34,942
-17,631
-34% -$1.46M 0.15% 133
2025
Q3 		$3.97M Sell
52,573
-119
-0.2% -$8.7K 0.21% 98
2025
Q2 		$3.66M Sell
52,692
-2,154
-4% -$150K 0.19% 109
2025
Q1 		$3.89M Buy
54,846
+498
+0.9% +$35.2K 0.22% 100
2024
Q4 		$3.9M Buy
54,348
+22,509
+71% +$1.75M 0.21% 103
2024
Q3 		$2.69M Buy
31,839
+947
+3% +$73.9K 0.14% 134
2024
Q2 		$2.19M Buy
30,892
+2,735
+10% +$194K 0.15% 124
2024
Q1 		$1.8M Sell
28,157
-12,820
-31% -$751K 0.12% 148
2023
Q4 		$2.49M Buy
40,977
+7
+0% +$399 0.19% 117
2023
Q3 		$2.35M Sell
40,970
-1,165
-3% -$80.7K 0.2% 117
2023
Q2 		$3.13M Buy
42,135
+4,302
+11% +$326K 0.26% 97
2023
Q1 		$2.92M Buy
37,833
+2,429
+7% +$187K 0.27% 96
2022
Q4 		$2.96M Buy
35,404
+2,223
+7% +$180K 0.29% 86
2022
Q3 		$2.6M Buy
33,181
+3,754
+13% +$318K 0.27% 90
2022
Q2 		$2.28M Buy
29,427
+3,687
+14% +$281K 0.23% 103
2022
Q1 		$2.18M Buy
25,740
+50
+0.2% +$4.01K 0.19% 114
2021
Q4 		$2.4M Sell
25,690
-372
-1% -$32.1K 0.2% 109
2021
Q3 		$2.05M Sell
26,062
-123
-0.5% -$9.92K 0.19% 116
2021
Q2 		$1.92M Sell
26,185
-2,856
-10% -$214K 0.18% 123
2021
Q1 		$2.2M Buy
29,041
+5,495
+23% +$429K 0.22% 109
2020
Q4 		$1.82M Buy
23,546
+1,754
+8% +$131K 0.21% 108
2020
Q3 		$1.51M Buy
21,792
+884
+4% +$61K 0.2% 118
2020
Q2 		$1.25M Buy
20,908
+16
+0.1% +$958 0.18% 131
2020
Q1 		$1.26M Buy
20,892
+1,036
+5% +$65.1K 0.21% 113
2019
Q4 		$1.2M Buy
19,856
+108
+0.5% +$6.31K 0.16% 133
2019
Q3 		$1.15M Buy
19,748
+1,416
+8% +$76.6K 0.17% 130
2019
Q2 		$939K Buy
18,332
+620
+4% +$30.5K 0.15% 141
2019
Q1 		$857K Buy
17,712
+132
+0.8% +$6.04K 0.13% 139
2018
Q4 		$764K Buy
17,580
+320
+2% +$14K 0.14% 141
2018
Q3 		$723K Sell
17,260
-664
-4% -$28.3K 0.11% 149
2018
Q2 		$748K Buy
17,924
+232
+1% +$9.37K 0.13% 143
2018
Q1 		$722K Buy
17,692
+2,228
+14% +$85.9K 0.13% 130
2017
Q4 		$604K Buy
15,464
+340
+2% +$13.1K 0.11% 142
2017
Q3 		$555K Buy
15,124
+44
+0.3% +$1.61K 0.11% 151
2017
Q2 		$529K Buy
15,080
+1,848
+14% +$63.2K 0.11% 160
2017
Q1 		$425K Buy
13,232
+632
+5% +$19.9K 0.09% 175
2016
Q4 		$376K Buy
12,600
+880
+8% +$26.3K 0.09% 164
2016
Q3 		$359K Sell
11,720
-2,280
-16% -$71.8K 0.08% 169
2016
Q2 		$456K Buy
14,000
+1,800
+15% +$54K 0.1% 145
2016
Q1 		$360K Sell
12,200
-8
-0.1% -$225 0.09% 153
2015
Q4 		$316K Sell
12,208
-88
-0.7% -$2.23K 0.08% 160
2015
Q3 		$300K Buy
12,296
+784
+7% +$19.9K 0.08% 162
2015
Q2 		$283K Hold
11,512
– – 0.07% 184
2015
Q1 		$300K Hold
11,512
– – 0.08% 178
2014
Q4 		$306K Hold
11,512
– – 0.08% 176
2014
Q3 		$270K Sell
11,512
-1,000
-8% -$24.1K 0.07% 193
2014
Q2 		$320K Hold
12,512
– – 0.07% 176
2014
Q1 		$299K Buy
+12,512
New +$283K 0.07% 175

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

Dorsey & Whitney Trust's NEE Position: Q1 2026 in Review

Dorsey & Whitney Trust increased its NextEra Energy (NEE) stake by 0.81% in Q1 2026, buying an estimated $25.2K and bringing the position to 35,225 shares worth $3.27M. The position accounts for 0.18% of the portfolio, ranked #122.

Dorsey & Whitney Trust first reported a position in NEE in Q1 2014 and has held it in 49 quarters since. The position peaked at $3.97M in Q3 2025. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Dorsey & Whitney Trust held 35,225 shares of NextEra Energy worth $3.27M as of Q1 2026.
  • Dorsey & Whitney Trust bought 283 NextEra Energy shares in Q1 2026, an estimated $25.2K.
  • NextEra Energy made up 0.18% of Dorsey & Whitney Trust's portfolio in Q1 2026, its #122 holding.
  • Dorsey & Whitney Trust first reported a position in NextEra Energy in Q1 2014 and has held it in 49 quarters since.
  • Dorsey & Whitney Trust's NextEra Energy position peaked at $3.97M in Q3 2025.
  • 3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Dorsey & Whitney Trust's 13F filing for Q1 2026, filed 14 May 2026.