DA
NEE icon

Dover Advisors’s NextEra Energy NEE Stock Holding History

Dover Advisors’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 		$1.99M Buy
24,739
+268
+1% +$24.2K 0.81% 36
2026
Q1 		$2.27M Sell
24,471
-268
-1% -$23.8K 0.94% 31
2025
Q4 		$1.99M Sell
24,739
-952
-4% -$78.9K 0.77% 39
2025
Q3 		$1.94M Sell
25,691
-248
-1% -$18.1K 0.77% 39
2025
Q2 		$1.8M Sell
25,939
-961
-4% -$66.8K 0.79% 37
2025
Q1 		$1.91M Buy
26,900
+950
+4% +$67.1K 0.83% 35
2024
Q4 		$1.86M Sell
25,950
-100
-0.4% -$7.77K 1.07% 29
2024
Q3 		$2.2M Sell
26,050
-300
-1% -$23.4K 1.25% 21
2024
Q2 		$1.87M Sell
26,350
-149
-0.6% -$10.6K 1.15% 23
2024
Q1 		$1.69M Buy
26,499
+8,041
+44% +$471K 1.16% 25
2023
Q4 		$1.12M Sell
18,458
-4,085
-18% -$233K 1.47% 23
2023
Q3 		$1.29M Buy
22,543
+793
+4% +$54.9K 1.31% 23
2023
Q2 		$1.61M Sell
21,750
-524
-2% -$39.7K 1.43% 20
2023
Q1 		$1.72M Buy
22,274
+3,151
+16% +$242K 1.65% 19
2022
Q4 		$1.6M Buy
+19,123
New +$1.54M 1.72% 13

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

Dover Advisors's NEE Position: Q2 2026 in Review

Dover Advisors increased its NextEra Energy (NEE) stake by 1.1% in Q2 2026, buying an estimated $24.2K and bringing the position to 24,739 shares worth $1.99M. The position accounts for 0.81% of the portfolio, ranked #36.

Dover Advisors first reported a position in NEE in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.27M in Q1 2026. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Dover Advisors held 24,739 shares of NextEra Energy worth $1.99M as of Q2 2026.
  • Dover Advisors bought 268 NextEra Energy shares in Q2 2026, an estimated $24.2K.
  • NextEra Energy made up 0.81% of Dover Advisors's portfolio in Q2 2026, its #36 holding.
  • Dover Advisors first reported a position in NextEra Energy in Q4 2022 and has held it in 15 quarters since.
  • Dover Advisors's NextEra Energy position peaked at $2.27M in Q1 2026.
  • 3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Dover Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.