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Dynamic Wealth Strategies’s NextEra Energy NEE Stock Holding History

Dynamic Wealth Strategies’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 		$136K Sell
1,544
-206
-12% -$18.6K 0.07% 101
2026
Q1 		$163K Sell
1,750
-719
-29% -$63.9K 0.09% 92
2025
Q4 		$198K Buy
2,469
+511
+26% +$42.3K 0.12% 82
2025
Q3 		$148K Buy
1,958
+379
+24% +$27.7K 0.1% 93
2025
Q2 		$110K Sell
1,579
-68
-4% -$4.72K 0.08% 96
2025
Q1 		$117K Buy
+1,647
New +$116K 0.1% 97

Other funds holding NEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dynamic Wealth Strategies's NEE Position: Q2 2026 in Review

Dynamic Wealth Strategies reduced its NextEra Energy (NEE) stake by 12% in Q2 2026, selling an estimated $18.6K and leaving 1,544 shares worth $136K. The position accounts for 0.07% of the portfolio, ranked #101.

Dynamic Wealth Strategies first reported a position in NEE in Q1 2025 and has held it in 6 quarters since. The position peaked at $198K in Q4 2025. 3,023 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Dynamic Wealth Strategies held 1,544 shares of NextEra Energy worth $136K as of Q2 2026.
  • Dynamic Wealth Strategies sold 206 NextEra Energy shares in Q2 2026, an estimated $18.6K.
  • NextEra Energy made up 0.07% of Dynamic Wealth Strategies's portfolio in Q2 2026, its #101 holding.
  • Dynamic Wealth Strategies first reported a position in NextEra Energy in Q1 2025 and has held it in 6 quarters since.
  • Dynamic Wealth Strategies's NextEra Energy position peaked at $198K in Q4 2025.
  • 3,023 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q2 2026, filed 23 Jul 2026.