CKW Financial Group’s NextEra Energy NEE Stock Holding History

CKW Financial Group’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	$0	Buy	+3	New	+$271	﹤0.01%	291
2021 Q3	–	Sell	-70	Closed	-$5K	–	239
2021 Q2	$5K	Buy	+70	New	+$5.25K	﹤0.01%	214
2020 Q1	–	Sell	-3,328	Closed	-$201K	–	182
2019 Q4	$201K	Hold	3,328	–	–	0.04%	36
2019 Q3	$193K	Hold	3,328	–	–	0.04%	32
2019 Q2	$170K	Buy	+3,328	New	+$164K	0.03%	41

Other funds holding NEE

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

COPPSERS

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

CKW Financial Group's NEE Position: Q2 2026 in Review

CKW Financial Group opened a new position in NextEra Energy (NEE) in Q2 2026: 3 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #291 among its holdings. This is a return to the name: CKW Financial Group previously reported a position in NEE as recently as Q2 2021.

CKW Financial Group first reported a position in NEE in Q2 2019 and has held it in 5 quarters since. The position peaked at $201K in Q4 2019. 1,458 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

CKW Financial Group held 3 shares of NextEra Energy worth $0 as of Q2 2026.
NextEra Energy was a new CKW Financial Group position in Q2 2026.
NextEra Energy made up ﹤0.01% of CKW Financial Group's portfolio in Q2 2026, its #291 holding.
CKW Financial Group first reported a position in NextEra Energy in Q2 2019 and has held it in 5 quarters since.
CKW Financial Group's NextEra Energy position peaked at $201K in Q4 2019.
1,458 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on CKW Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.