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Dunhill Financial’s NextEra Energy NEE Stock Holding History

Dunhill Financial’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 		$29.5K Sell
317
-29
-8% -$2.58K 0.01% 380
2025
Q4 		$25.2K Buy
346
+94
+37% +$7.79K 0.01% 364
2025
Q3 		$19K Sell
252
-31
-11% -$2.27K 0.01% 367
2025
Q2 		$19.7K Sell
283
-92
-25% -$6.39K 0.01% 336
2025
Q1 		$26.6K Sell
375
-2,770
-88% -$196K 0.01% 259
2024
Q4 		$225K Buy
3,145
+1,256
+66% +$97.6K 0.1% 80
2024
Q3 		$143K Buy
1,889
+201
+12% +$15.7K 0.07% 97
2024
Q2 		$120K Buy
1,688
+1,088
+181% +$77.2K 0.07% 99
2024
Q1 		$38.3K Buy
600
+26
+5% +$1.52K 0.03% 130
2023
Q4 		$34.9K Buy
+574
New +$32.7K 0.03% 120
2023
Q3 		– Sell
-1,630
Closed -$110K – 84
2023
Q2 		$110K Buy
+1,630
New +$123K 0.07% 85

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

Dunhill Financial's NEE Position: Q1 2026 in Review

Dunhill Financial reduced its NextEra Energy (NEE) stake by 8.4% in Q1 2026, selling an estimated $2.58K and leaving 317 shares worth $29.5K. The position accounts for 0.01% of the portfolio, ranked #380.

Dunhill Financial first reported a position in NEE in Q2 2023 and has held it in 11 quarters since. The position peaked at $225K in Q4 2024. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Dunhill Financial held 317 shares of NextEra Energy worth $29.5K as of Q1 2026.
  • Dunhill Financial sold 29 NextEra Energy shares in Q1 2026, an estimated $2.58K.
  • NextEra Energy made up 0.01% of Dunhill Financial's portfolio in Q1 2026, its #380 holding.
  • Dunhill Financial first reported a position in NextEra Energy in Q2 2023 and has held it in 11 quarters since.
  • Dunhill Financial's NextEra Energy position peaked at $225K in Q4 2024.
  • 3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Dunhill Financial's 13F filing for Q1 2026, filed 6 May 2026.