Dynamic Advisor Solutions
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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

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New York State Teachers Retirement System (NYSTRS)
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Border to Coast Pensions Partnership
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Quilter Plc
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AMF Tjänstepension
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Fisher Funds Management
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Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Dynamic Advisor Solutions's NEE Position: Q3 2026 in Review

Dynamic Advisor Solutions reduced its NextEra Energy (NEE) stake by 17% in Q3 2026, selling an estimated $644K and leaving 36,853 shares worth $2.79M. The position accounts for 0.08% of the portfolio, ranked #248.

Dynamic Advisor Solutions first reported a position in NEE in Q3 2018 and has held it in 33 quarters since. The position peaked at $3.9M in Q2 2026. 884 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

  • Dynamic Advisor Solutions held 36,853 shares of NextEra Energy worth $2.79M as of Q3 2026.
  • Dynamic Advisor Solutions sold 7,610 NextEra Energy shares in Q3 2026, an estimated $644K.
  • NextEra Energy made up 0.08% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #248 holding.
  • Dynamic Advisor Solutions first reported a position in NextEra Energy in Q3 2018 and has held it in 33 quarters since.
  • Dynamic Advisor Solutions's NextEra Energy position peaked at $3.9M in Q2 2026.
  • 884 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.