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 Q2	$493K	Sell	5,619 -31	-0.5%	-$2.8K	﹤0.01%	258
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dynasty Wealth Management's NEE Position: Q2 2026 in Review

Dynasty Wealth Management reduced its NextEra Energy (NEE) stake by 0.55% in Q2 2026, selling an estimated $2.8K and leaving 5,619 shares worth $493K. The position accounts for ﹤0.01% of the portfolio, ranked #258.

Dynasty Wealth Management first reported a position in NEE in Q4 2024 and has held it in 7 quarters since. The position peaked at $764K in Q1 2025. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Dynasty Wealth Management held 5,619 shares of NextEra Energy worth $493K as of Q2 2026.
Dynasty Wealth Management sold 31 NextEra Energy shares in Q2 2026, an estimated $2.8K.
NextEra Energy made up ﹤0.01% of Dynasty Wealth Management's portfolio in Q2 2026, its #258 holding.
Dynasty Wealth Management first reported a position in NextEra Energy in Q4 2024 and has held it in 7 quarters since.
Dynasty Wealth Management's NextEra Energy position peaked at $764K in Q1 2025.
3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.