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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
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 $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

Dover Advisors's NEE Position: Q1 2026 in Review

Dover Advisors reduced its NextEra Energy (NEE) stake by 1.1% in Q1 2026, selling an estimated $23.8K and leaving 24,471 shares worth $2.27M. The position accounts for 0.94% of the portfolio, ranked #31.

Dover Advisors first reported a position in NEE in Q4 2022 and has held it in 14 quarters since. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Dover Advisors held 24,471 shares of NextEra Energy worth $2.27M as of Q1 2026.
  • Dover Advisors sold 268 NextEra Energy shares in Q1 2026, an estimated $23.8K.
  • NextEra Energy made up 0.94% of Dover Advisors's portfolio in Q1 2026, its #31 holding.
  • Dover Advisors first reported a position in NextEra Energy in Q4 2022 and has held it in 14 quarters since.
  • 3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Dover Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.