Coastwise Capital Group’s NextEra Energy NEE Stock Holding History

Coastwise Capital 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	$619K	Buy	7,053 +229	+3%	+$20.7K	0.36%	61
2026 Q1	$634K	Sell	6,824 -372	-5%	-$33.1K	0.35%	57
2025 Q4	$578K	Buy	7,196 +348	+5%	+$28.8K	0.29%	74
2025 Q3	$517K	Buy	6,848 +470	+7%	+$34.3K	0.36%	66
2025 Q2	$443K	Buy	6,378 +19	+0.3%	+$1.32K	0.35%	66
2025 Q1	$451K	Buy	6,359 +146	+2%	+$10.3K	0.38%	65
2024 Q4	$445K	Buy	6,213 +142	+2%	+$11K	0.36%	70
2024 Q3	$513K	Buy	6,071 +167	+3%	+$13K	0.42%	66
2024 Q2	$418K	Sell	5,904 -2,060	-26%	-$146K	0.4%	66
2024 Q1	$509K	Buy	7,964 +1,259	+19%	+$73.8K	0.47%	62
2023 Q4	$407K	Buy	6,705 +2,844	+74%	+$162K	0.42%	69
2023 Q3	$221K	Buy	+3,861	New	+$267K	0.25%	101

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

Coastwise Capital Group's NEE Position: Q2 2026 in Review

Coastwise Capital Group increased its NextEra Energy (NEE) stake by 3.4% in Q2 2026, buying an estimated $20.7K and bringing the position to 7,053 shares worth $619K. The position accounts for 0.36% of the portfolio, ranked #61.

Coastwise Capital Group first reported a position in NEE in Q3 2023 and has held it in 12 quarters since. The position peaked at $634K in Q1 2026. 1,451 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Coastwise Capital Group held 7,053 shares of NextEra Energy worth $619K as of Q2 2026.
Coastwise Capital Group bought 229 NextEra Energy shares in Q2 2026, an estimated $20.7K.
NextEra Energy made up 0.36% of Coastwise Capital Group's portfolio in Q2 2026, its #61 holding.
Coastwise Capital Group first reported a position in NextEra Energy in Q3 2023 and has held it in 12 quarters since.
Coastwise Capital Group's NextEra Energy position peaked at $634K in Q1 2026.
1,451 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Coastwise Capital Group's 13F filing for Q2 2026, filed 16 Jul 2026.