Dynamic Advisor Solutions LLC

SEC CIK: 0001599747
Latest filing: Jul 7, 2026

SEC filings (opens in a new tab)

NEE holding history

Nextera Energy Inc in every 13F filed by Dynamic Advisor Solutions LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

NEE overview All 13F holders of NEE Full Q2 2026 holdings

Shares (Q2 2026): 44,463
Value: $3.90M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of NEE by Dynamic Advisor Solutions LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	44,463	$3.90M	0.1%	+9,322+26.5%	Added	Holders
Q1 2026	35,141	$3.26M	0.1%	+1,045+3.1%	Added	Holders
Q4 2025	34,096	$2.74M	0.1%	−431−1.2%	Reduced	Holders
Q3 2025	34,527	$2.61M	0.1%	−1,760−4.9%	Reduced	Holders
Q2 2025	36,287	$2.52M	0.1%	+2,877+8.6%	Added	Holders
Q1 2025	33,410	$2.37M	0.1%	+1,263+3.9%	Added	Holders
Q4 2024	32,147	$2.30M	0.1%	+1,824+6.0%	Added	Holders
Q3 2024	30,323	$2.56M	0.1%	+469+1.6%	Added	Holders
Q2 2024	29,854	$2.11M	0.1%	−4,263−12.5%	Reduced	Holders
Q1 2024	34,117	$2.18M	0.1%	−13,716−28.7%	Reduced	Holders
Q4 2023	47,833	$2.97M	0.1%	−1,282−2.6%	Reduced	Holders
Q3 2023	49,115	$2.81M	0.1%	+4,112+9.1%	Added	Holders
Q2 2023	45,003	$3.34M	0.2%	+3,919+9.5%	Added	Holders
Q1 2023	41,084	$3.17M	0.2%	+14,132+52.4%	Added	Holders
Q4 2022	26,952	$2.25M	0.2%	+6,684+33.0%	Added	Holders
Q3 2022	20,268	$1.59M	0.1%	+165+0.8%	Added	Holders
Q2 2022	20,103	$1.56M	0.1%	+136+0.7%	Added	Holders
Q1 2022	19,967	$1.69M	0.1%	−8,340−29.5%	Reduced	Holders
Q4 2021	28,307	$2.64M	0.2%	+1,183+4.4%	Added	Holders
Q3 2021	27,124	$2.13M	0.2%	+13,547+99.8%	Added	Holders
Q2 2021	13,577	$995.0K	0.1%	+70+0.5%	Added	Holders
Q1 2021	13,507	$1.02M	0.1%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.