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 Q2	$34.4K	Buy	392 +75	+24%	+$6.78K	0.01%	399
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dunhill Financial's NEE Position: Q2 2026 in Review

Dunhill Financial increased its NextEra Energy (NEE) stake by 24% in Q2 2026, buying an estimated $6.78K and bringing the position to 392 shares worth $34.4K. The position accounts for 0.01% of the portfolio, ranked #399.

Dunhill Financial first reported a position in NEE in Q2 2023 and has held it in 12 quarters since. The position peaked at $225K in Q4 2024. 3,045 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Dunhill Financial held 392 shares of NextEra Energy worth $34.4K as of Q2 2026.
Dunhill Financial bought 75 NextEra Energy shares in Q2 2026, an estimated $6.78K.
NextEra Energy made up 0.01% of Dunhill Financial's portfolio in Q2 2026, its #399 holding.
Dunhill Financial first reported a position in NextEra Energy in Q2 2023 and has held it in 12 quarters since.
Dunhill Financial's NextEra Energy position peaked at $225K in Q4 2024.
3,045 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Dunhill Financial's 13F filing for Q2 2026, filed 7 Aug 2026.