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Dynamic Advisor Solutions’s NextEra Energy NEE Stock Holding History

Dynamic Advisor Solutions’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 		$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

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

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. 637 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.
  • 637 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.