Dynasty Wealth Management’s NextEra Energy NEE Stock Holding History

Dynasty Wealth Management’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 Q1	$525K	Sell	5,650 -3,738	-40%	-$332K	﹤0.01%	233
2025 Q4	$754K	Buy	9,388 +167	+2%	+$13.8K	0.01%	210
2025 Q3	$696K	Sell	9,221 -1,450	-14%	-$106K	0.01%	194
2025 Q2	$741K	Sell	10,671 -103	-1%	-$7.15K	0.01%	154
2025 Q1	$764K	Buy	10,774 +2,477	+30%	+$175K	0.01%	170
2024 Q4	$595K	Buy	+8,297	New	+$645K	0.01%	191

Other funds holding NEE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dynasty Wealth Management's NEE Position: Q1 2026 in Review

Dynasty Wealth Management reduced its NextEra Energy (NEE) stake by 40% in Q1 2026, selling an estimated $332K and leaving 5,650 shares worth $525K. The position accounts for ﹤0.01% of the portfolio, ranked #233.

Dynasty Wealth Management first reported a position in NEE in Q4 2024 and has held it in 6 quarters since. The position peaked at $764K in Q1 2025. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Dynasty Wealth Management held 5,650 shares of NextEra Energy worth $525K as of Q1 2026.
Dynasty Wealth Management sold 3,738 NextEra Energy shares in Q1 2026, an estimated $332K.
NextEra Energy made up ﹤0.01% of Dynasty Wealth Management's portfolio in Q1 2026, its #233 holding.
Dynasty Wealth Management first reported a position in NextEra Energy in Q4 2024 and has held it in 6 quarters since.
Dynasty Wealth Management's NextEra Energy position peaked at $764K in Q1 2025.
3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Dynasty Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.