Dynamic Advisor Solutions’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.9M | Buy |
44,463
+9,322
| +27% | +$843K | 0.11% | 197 |
|
|
2026
Q1 | $3.26M | Buy |
35,141
+1,045
| +3% | +$92.9K | 0.1% | 213 |
|
|
2025
Q4 | $2.74M | Sell |
34,096
-431
| -1% | -$35.7K | 0.09% | 237 |
|
|
2025
Q3 | $2.61M | Sell |
34,527
-1,760
| -5% | -$129K | 0.08% | 262 |
|
|
2025
Q2 | $2.52M | Buy |
36,287
+2,877
| +9% | +$200K | 0.08% | 257 |
|
|
2025
Q1 | $2.37M | Buy |
33,410
+1,263
| +4% | +$89.1K | 0.08% | 250 |
|
|
2024
Q4 | $2.3M | Buy |
32,147
+1,824
| +6% | +$142K | 0.1% | 190 |
|
|
2024
Q3 | $2.56M | Buy |
30,323
+469
| +2% | +$36.6K | 0.08% | 259 |
|
|
2024
Q2 | $2.11M | Sell |
29,854
-4,263
| -12% | -$302K | 0.07% | 281 |
|
|
2024
Q1 | $2.18M | Sell |
34,117
-13,716
| -29% | -$804K | 0.07% | 286 |
|
|
2023
Q4 | $2.97M | Sell |
47,833
-1,282
| -3% | -$73.1K | 0.11% | 225 |
|
|
2023
Q3 | $2.81M | Buy |
49,115
+4,112
| +9% | +$285K | 0.13% | 185 |
|
|
2023
Q2 | $3.34M | Buy |
45,003
+3,919
| +10% | +$297K | 0.17% | 160 |
|
|
2023
Q1 | $3.17M | Buy |
41,084
+14,132
| +52% | +$1.09M | 0.19% | 151 |
|
|
2022
Q4 | $2.25M | Buy |
26,952
+6,684
| +33% | +$540K | 0.15% | 158 |
|
|
2022
Q3 | $1.59M | Buy |
20,268
+165
| +0.8% | +$14K | 0.12% | 183 |
|
|
2022
Q2 | $1.56M | Buy |
20,103
+136
| +0.7% | +$10.4K | 0.12% | 191 |
|
|
2022
Q1 | $1.69M | Sell |
19,967
-8,340
| -29% | -$668K | 0.12% | 182 |
|
|
2021
Q4 | $2.64M | Buy |
28,307
+1,183
| +4% | +$102K | 0.19% | 126 |
|
|
2021
Q3 | $2.13M | Buy |
27,124
+13,547
| +100% | +$1.09M | 0.16% | 156 |
|
|
2021
Q2 | $995K | Buy |
13,577
+70
| +0.5% | +$5.25K | 0.08% | 280 |
|
|
2021
Q1 | $1.02M | Sell |
13,507
-2,783
| -17% | -$217K | 0.09% | 243 |
|
|
2020
Q4 | $1.26M | Buy |
16,290
+2,162
| +15% | +$162K | 0.12% | 195 |
|
|
2020
Q3 | $980K | Buy |
14,128
+2,484
| +21% | +$171K | 0.11% | 210 |
|
|
2020
Q2 | $699K | Buy |
11,644
+576
| +5% | +$34.5K | 0.09% | 229 |
|
|
2020
Q1 | $666K | Sell |
11,068
-120
| -1% | -$7.54K | 0.12% | 198 |
|
|
2019
Q4 | $677K | Buy |
11,188
+1,024
| +10% | +$59.8K | 0.09% | 248 |
|
|
2019
Q3 | $592K | Buy |
10,164
+264
| +3% | +$14.3K | 0.09% | 247 |
|
|
2019
Q2 | $507K | Buy |
9,900
+2,188
| +28% | +$108K | 0.08% | 259 |
|
|
2019
Q1 | $373K | Sell |
7,712
-4
| -0.1% | -$183 | 0.07% | 266 |
|
|
2018
Q4 | $336K | Buy |
7,716
+2,520
| +48% | +$110K | 0.07% | 266 |
|
|
2018
Q3 | $218K | Buy |
+5,196
| New | +$221K | 0.05% | 355 |
|
Other funds holding NEE
Dynamic Advisor Solutions's NEE Position: Q2 2026 in Review
Dynamic Advisor Solutions increased its NextEra Energy (NEE) stake by 27% in Q2 2026, buying an estimated $843K and bringing the position to 44,463 shares worth $3.9M. The position accounts for 0.11% of the portfolio, ranked #197.
Dynamic Advisor Solutions first reported a position in NEE in Q3 2018 and has held it in 32 quarters since. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.
- Dynamic Advisor Solutions held 44,463 shares of NextEra Energy worth $3.9M as of Q2 2026.
- Dynamic Advisor Solutions bought 9,322 NextEra Energy shares in Q2 2026, an estimated $843K.
- NextEra Energy made up 0.11% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #197 holding.
- Dynamic Advisor Solutions first reported a position in NextEra Energy in Q3 2018 and has held it in 32 quarters since.
- 3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.
Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.