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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
2021
Q2 		– Sell
-1,000
Closed -$5K – 791
2021
Q1 		$5K Buy
+1,000
New +$78K ﹤0.01% 674

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. 560 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.
  • 560 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.