Cohen Capital Management’s NextEra Energy NEE Stock Holding History

Cohen Capital Management’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	$9.15M	Hold	104,216	–	–	1.24%	25
2026 Q1	$9.68M	Buy	104,216 +731	+0.7%	+$65K	1.5%	24
2025 Q4	$8.31M	Hold	103,485	–	–	1.25%	25
2025 Q3	$7.81M	Hold	103,485	–	–	1.22%	26
2025 Q2	$7.18M	Buy	103,485 +600	+0.6%	+$41.7K	1.17%	25
2025 Q1	$7.29M	Hold	102,885	–	–	1.25%	25
2024 Q4	$7.38M	Sell	102,885 -100	-0.1%	-$7.77K	1.23%	25
2024 Q3	$8.71M	Buy	102,985 +1,370	+1%	+$107K	1.41%	24
2024 Q2	$7.2M	Hold	101,615	–	–	1.24%	24
2024 Q1	$6.49M	Buy	101,615 +1,321	+1%	+$77.4K	1.14%	26
2023 Q4	$6.09M	Hold	100,294	–	–	1.16%	26
2023 Q3	$5.75M	Hold	100,294	–	–	1.18%	25
2023 Q2	$7.44M	Hold	100,294	–	–	1.45%	22
2023 Q1	$7.73M	Hold	100,294	–	–	1.56%	19
2022 Q4	$8.38M	Hold	100,294	–	–	1.71%	17
2022 Q3	$7.86M	Sell	100,294 -400	-0.4%	-$33.9K	1.73%	17
2022 Q2	$7.8M	Hold	100,694	–	–	1.6%	17
2022 Q1	$8.53M	Sell	100,694 -500	-0.5%	-$40.1K	1.49%	19
2021 Q4	$9.45M	Hold	101,194	–	–	1.55%	17
2021 Q3	$7.95M	Hold	101,194	–	–	1.38%	22
2021 Q2	$7.42M	Sell	101,194 -38	-0%	-$2.85K	1.27%	24
2021 Q1	$7.65M	Hold	101,232	–	–	1.4%	23
2020 Q4	$7.81M	Sell	101,232 -3,000	-3%	-$224K	1.56%	19
2020 Q3	$7.23M	Hold	104,232	–	–	1.63%	20
2020 Q2	$6.26M	Hold	104,232	–	–	1.53%	21
2020 Q1	$6.27M	Sell	104,232 -21,200	-17%	-$1.33M	1.84%	18
2019 Q4	$7.59M	Hold	125,432	–	–	1.65%	19
2019 Q3	$7.31M	Hold	125,432	–	–	1.68%	17
2019 Q2	$6.42M	Hold	125,432	–	–	1.5%	23
2019 Q1	$6.06M	Hold	125,432	–	–	1.46%	22
2018 Q4	$5.45M	Buy	125,432 +960	+0.8%	+$42K	1.51%	23
2018 Q3	$5.21M	Hold	124,472	–	–	1.17%	28
2018 Q2	$5.2M	Buy	124,472 +800	+0.6%	+$32.3K	1.2%	31
2018 Q1	$5.05M	Hold	123,672	–	–	1.19%	32
2017 Q4	$4.83M	Sell	123,672 -3,200	-3%	-$124K	1.12%	35
2017 Q3	$4.65M	Hold	126,872	–	–	1.13%	35
2017 Q2	$4.45M	Hold	126,872	–	–	1.11%	35
2017 Q1	$4.07M	Hold	126,872	–	–	1.03%	36
2016 Q4	$3.79M	Sell	126,872 -400	-0.3%	-$12K	1.03%	38
2016 Q3	$3.89M	Buy	127,272 +1,000	+0.8%	+$31.5K	1.09%	34
2016 Q2	$4.12M	Hold	126,272	–	–	1.2%	32
2016 Q1	$3.28M	Hold	126,272	–	–	0.99%	35
2015 Q4	$3.28M	Hold	126,272	–	–	0.99%	35
2015 Q3	$3.08M	Hold	126,272	–	–	0.92%	40
2015 Q2	$3.1M	Hold	126,272	–	–	0.8%	52
2015 Q1	$3.29M	Hold	126,272	–	–	0.84%	46
2014 Q4	$3.35M	Hold	126,272	–	–	0.87%	48
2014 Q3	$2.96M	Hold	126,272	–	–	0.79%	51
2014 Q2	$3.23M	Hold	126,272	–	–	0.84%	51
2014 Q1	$3.02M	Hold	126,272	–	–	0.81%	50
2013 Q4	$2.7M	Hold	126,272	–	–	0.76%	53
2013 Q3	$2.53M	Sell	126,272 -2,240	-2%	-$46.2K	0.78%	50
2013 Q2	$2.62M	Buy	+128,512	New	+$2.55M	0.84%	48

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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Cohen Capital Management's NEE Position: Q2 2026 in Review

Cohen Capital Management held its NextEra Energy (NEE) position steady in Q2 2026 at 104,216 shares worth $9.15M. The position accounts for 1.24% of the portfolio, ranked #25.

Cohen Capital Management first reported a position in NEE in Q2 2013 and has held it in 53 quarters since. The position peaked at $9.68M in Q1 2026. 520 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Cohen Capital Management held 104,216 shares of NextEra Energy worth $9.15M as of Q2 2026.
Cohen Capital Management left its NextEra Energy share count unchanged in Q2 2026.
NextEra Energy made up 1.24% of Cohen Capital Management's portfolio in Q2 2026, its #25 holding.
Cohen Capital Management first reported a position in NextEra Energy in Q2 2013 and has held it in 53 quarters since.
Cohen Capital Management's NextEra Energy position peaked at $9.68M in Q1 2026.
520 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Cohen Capital Management's 13F filing for Q2 2026, filed 8 Jul 2026.