Butensky & Cohen Financial Security’s NextEra Energy NEE Stock Holding History

Butensky & Cohen Financial Security’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	$6.68M	Sell	76,159 -3,371	-4%	-$305K	1.65%	15
2026 Q1	$7.39M	Sell	79,530 -1,142	-1%	-$102K	1.94%	1
2025 Q4	$6.48M	Sell	80,672 -897	-1%	-$74.3K	1.75%	12
2025 Q3	$6.16M	Buy	81,569 +1,378	+2%	+$101K	1.72%	14
2025 Q2	$5.57M	Buy	+80,191	New	+$5.57M	1.66%	17
2023 Q4	–	Sell	-58,203	Closed	-$3.33M	–	98
2023 Q3	$3.33M	Buy	58,203 +6,916	+13%	+$479K	1.21%	49
2023 Q2	$3.81M	Buy	51,287 +4,755	+10%	+$360K	1.37%	41
2023 Q1	$3.59M	Buy	46,532 +43,795	+1,600%	+$3.37M	1.29%	43
2022 Q4	$229K	Hold	2,737	–	–	0.08%	92
2022 Q3	$215K	Buy	+2,737	New	+$232K	0.09%	95
2015 Q4	–	Sell	-88	Closed	-$2K	–	201
2015 Q3	$2K	Hold	88	–	–	﹤0.01%	174
2015 Q2	$2K	Sell	88 -132	-60%	-$3.35K	﹤0.01%	128
2015 Q1	$6K	Hold	220	–	–	0.01%	97
2014 Q4	$6K	Buy	+220	New	+$5.55K	0.01%	98

Other funds holding NEE

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Butensky & Cohen Financial Security's NEE Position: Q2 2026 in Review

Butensky & Cohen Financial Security reduced its NextEra Energy (NEE) stake by 4.2% in Q2 2026, selling an estimated $305K and leaving 76,159 shares worth $6.68M. The position accounts for 1.65% of the portfolio, ranked #15.

Butensky & Cohen Financial Security first reported a position in NEE in Q4 2014 and has held it in 14 quarters since. The position peaked at $7.39M in Q1 2026. 982 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Butensky & Cohen Financial Security held 76,159 shares of NextEra Energy worth $6.68M as of Q2 2026.
Butensky & Cohen Financial Security sold 3,371 NextEra Energy shares in Q2 2026, an estimated $305K.
NextEra Energy made up 1.65% of Butensky & Cohen Financial Security's portfolio in Q2 2026, its #15 holding.
Butensky & Cohen Financial Security first reported a position in NextEra Energy in Q4 2014 and has held it in 14 quarters since.
Butensky & Cohen Financial Security's NextEra Energy position peaked at $7.39M in Q1 2026.
982 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Butensky & Cohen Financial Security's 13F filing for Q2 2026, filed 10 Jul 2026.