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Dougherty & Associates’s NextEra Energy NEE Stock Holding History

Dougherty & Associates’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 		$387K Buy
4,412
+1
+0% +$90 0.31% 45
2026
Q1 		$410K Buy
4,411
+1
+0% +$89 0.38% 43
2025
Q4 		$354K Buy
+4,410
New +$365K 0.32% 44

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

Dougherty & Associates's NEE Position: Q2 2026 in Review

Dougherty & Associates increased its NextEra Energy (NEE) stake by 0.02% in Q2 2026, buying an estimated $90 and bringing the position to 4,412 shares worth $387K. The position accounts for 0.31% of the portfolio, ranked #45.

Dougherty & Associates first reported a position in NEE in Q4 2025 and has held it in 3 quarters since. The position peaked at $410K in Q1 2026. 3,034 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Dougherty & Associates held 4,412 shares of NextEra Energy worth $387K as of Q2 2026.
  • Dougherty & Associates bought 1 NextEra Energy share in Q2 2026, an estimated $90.
  • NextEra Energy made up 0.31% of Dougherty & Associates's portfolio in Q2 2026, its #45 holding.
  • Dougherty & Associates first reported a position in NextEra Energy in Q4 2025 and has held it in 3 quarters since.
  • Dougherty & Associates's NextEra Energy position peaked at $410K in Q1 2026.
  • 3,034 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Dougherty & Associates's 13F filing for Q2 2026, filed 16 Jul 2026.