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Copper Harbor Investment Advisors, LLC’s NextEra Energy NEE Stock Holding History

Copper Harbor Investment Advisors, LLC’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 		$312K Buy
+3,552
New +$321K 0.07% 82

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
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
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
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
Swedbank
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

Copper Harbor Investment Advisors, LLC's NEE Position: Q2 2026 in Review

Copper Harbor Investment Advisors, LLC opened a new position in NextEra Energy (NEE) in Q2 2026: 3,552 shares worth $312K. The stake represents 0.07% of the portfolio and ranks #82 among its holdings.

982 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Copper Harbor Investment Advisors, LLC held 3,552 shares of NextEra Energy worth $312K as of Q2 2026.
  • NextEra Energy was a new Copper Harbor Investment Advisors, LLC position in Q2 2026.
  • NextEra Energy made up 0.07% of Copper Harbor Investment Advisors, LLC's portfolio in Q2 2026, its #82 holding.
  • 982 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Copper Harbor Investment Advisors, LLC's 13F filing for Q2 2026, filed 23 Jul 2026.