Dougherty Wealth Advisers’s NextEra Energy NEE Stock Holding History

Dougherty Wealth Advisers’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	$287K	Hold	3,275	–	–	0.16%	40
2026 Q1	$304K	Hold	3,275	–	–	0.19%	36
2025 Q4	$263K	Hold	3,275	–	–	0.15%	39
2025 Q3	$247K	Hold	3,275	–	–	0.16%	35
2025 Q2	$227K	Hold	3,275	–	–	0.15%	33
2025 Q1	$232K	Hold	3,275	–	–	0.17%	34
2024 Q4	$235K	Hold	3,275	–	–	0.18%	35
2024 Q3	$277K	Sell	3,275 -101	-3%	-$7.88K	0.22%	29
2024 Q2	$239K	Hold	3,376	–	–	0.21%	29
2024 Q1	$216K	Hold	3,376	–	–	0.19%	34
2023 Q4	$205K	Hold	3,376	–	–	0.19%	38
2023 Q3	$193K	Hold	3,376	–	–	0.22%	35
2023 Q2	$250K	Hold	3,376	–	–	0.34%	27
2023 Q1	$260K	Hold	3,376	–	–	0.39%	28
2022 Q4	$282K	Hold	3,376	–	–	0.46%	26
2022 Q3	$265K	Hold	3,376	–	–	0.52%	23
2022 Q2	$262K	Hold	3,376	–	–	0.49%	25
2022 Q1	$286K	Hold	3,376	–	–	0.43%	27
2021 Q4	$315K	Hold	3,376	–	–	0.44%	28
2021 Q3	$265K	Hold	3,376	–	–	0.39%	28
2021 Q2	$247K	Hold	3,376	–	–	0.36%	30
2021 Q1	$255K	Hold	3,376	–	–	0.38%	30
2020 Q4	$260K	Hold	3,376	–	–	0.41%	29
2020 Q3	$234K	Hold	3,376	–	–	0.81%	30
2020 Q2	$203K	Hold	3,376	–	–	0.74%	31
2020 Q1	$203K	Hold	3,376	–	–	0.81%	28
2019 Q4	$204K	Hold	3,376	–	–	0.62%	36
2019 Q3	$197K	Hold	3,376	–	–	0.65%	36
2019 Q2	$173K	Hold	3,376	–	–	0.49%	45
2019 Q1	$163K	Hold	3,376	–	–	0.55%	40
2018 Q4	$153K	Buy	+3,376	New	+$148K	0.5%	44

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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Dougherty Wealth Advisers's NEE Position: Q2 2026 in Review

Dougherty Wealth Advisers held its NextEra Energy (NEE) position steady in Q2 2026 at 3,275 shares worth $287K. The position accounts for 0.16% of the portfolio, ranked #40.

Dougherty Wealth Advisers first reported a position in NEE in Q4 2018 and has held it in 31 quarters since. The position peaked at $315K in Q4 2021. 1,190 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Dougherty Wealth Advisers held 3,275 shares of NextEra Energy worth $287K as of Q2 2026.
Dougherty Wealth Advisers left its NextEra Energy share count unchanged in Q2 2026.
NextEra Energy made up 0.16% of Dougherty Wealth Advisers's portfolio in Q2 2026, its #40 holding.
Dougherty Wealth Advisers first reported a position in NextEra Energy in Q4 2018 and has held it in 31 quarters since.
Dougherty Wealth Advisers's NextEra Energy position peaked at $315K in Q4 2021.
1,190 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Dougherty Wealth Advisers's 13F filing for Q2 2026, filed 22 Jul 2026.