Coastal Bridge Advisors’s NextEra Energy NEE Stock Holding History

Coastal Bridge Advisors’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	$4.43M	Buy	50,432 +1,888	+4%	+$171K	0.27%	78
2026 Q1	$4.51M	Buy	48,544 +670	+1%	+$59.6K	0.32%	69
2025 Q4	$3.84M	Sell	47,874 -3,036	-6%	-$251K	0.29%	85
2025 Q3	$3.84M	Buy	50,910 +3,843	+8%	+$281K	0.29%	91
2025 Q2	$3.27M	Buy	47,067 +920	+2%	+$63.9K	0.27%	97
2025 Q1	$3.27M	Buy	46,147 +25,531	+124%	+$1.8M	0.3%	89
2024 Q4	$1.48M	Hold	20,616	–	–	0.37%	51
2024 Q3	$1.74M	Sell	20,616 -20	-0.1%	-$1.56K	0.43%	45
2024 Q2	$1.46M	Buy	20,636 +328	+2%	+$23.3K	0.36%	49
2024 Q1	$1.3M	Hold	20,308	–	–	0.3%	58
2023 Q4	$1.23M	Sell	20,308 -132	-0.6%	-$7.52K	0.32%	54
2023 Q3	$1.17M	Buy	20,440 +132	+0.6%	+$9.14K	0.31%	53
2023 Q2	$1.51M	Buy	20,308 +225	+1%	+$17K	0.37%	44
2023 Q1	$1.55M	Sell	20,083 -264	-1%	-$20.3K	0.39%	42
2022 Q4	$1.7M	Sell	20,347 -108	-0.5%	-$8.72K	0.48%	42
2022 Q3	$1.6M	Buy	20,455 +36	+0.2%	+$3.05K	0.43%	44
2022 Q2	$1.58M	Buy	+20,419	New	+$1.55M	0.49%	43
2022 Q1	–	Sell	-3,252	Closed	-$282K	–	197
2021 Q4	$282K	Buy	+3,252	New	+$281K	0.06%	148

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

Coastal Bridge Advisors's NEE Position: Q2 2026 in Review

Coastal Bridge Advisors increased its NextEra Energy (NEE) stake by 3.9% in Q2 2026, buying an estimated $171K and bringing the position to 50,432 shares worth $4.43M. The position accounts for 0.27% of the portfolio, ranked #78.

Coastal Bridge Advisors first reported a position in NEE in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.51M in Q1 2026. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Coastal Bridge Advisors held 50,432 shares of NextEra Energy worth $4.43M as of Q2 2026.
Coastal Bridge Advisors bought 1,888 NextEra Energy shares in Q2 2026, an estimated $171K.
NextEra Energy made up 0.27% of Coastal Bridge Advisors's portfolio in Q2 2026, its #78 holding.
Coastal Bridge Advisors first reported a position in NextEra Energy in Q4 2021 and has held it in 18 quarters since.
Coastal Bridge Advisors's NextEra Energy position peaked at $4.51M in Q1 2026.
3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.