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Cohen Investment Advisors’s NextEra Energy NEE Stock Holding History

Cohen Investment 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 		$3.72M Sell
42,420
-548
-1% -$49.6K 1.67% 25
2026
Q1 		$3.99M Buy
42,968
+153
+0.4% +$13.6K 1.9% 23
2025
Q4 		$3.44M Buy
42,815
+791
+2% +$65.5K 1.58% 30
2025
Q3 		$3.17M Buy
42,024
+2,251
+6% +$164K 1.54% 29
2025
Q2 		$2.76M Buy
39,773
+3,564
+10% +$248K 1.44% 33
2025
Q1 		$2.57M Buy
36,209
+1,672
+5% +$118K 1.49% 32
2024
Q4 		$2.48M Buy
34,537
+445
+1% +$34.6K 1.49% 30
2024
Q3 		$2.88M Buy
34,092
+6,332
+23% +$494K 1.76% 27
2024
Q2 		$1.59M Sell
27,760
-3,986
-13% -$283K 1.28% 38
2024
Q1 		$2.03M Buy
31,746
+2,179
+7% +$128K 1.31% 37
2023
Q4 		$1.8M Buy
29,567
+1,807
+7% +$103K 1.32% 37
2023
Q3 		$1.59M Buy
27,760
+120
+0.4% +$8.31K 1.28% 38
2023
Q2 		$2.05M Buy
27,640
+832
+3% +$63K 1.65% 28
2023
Q1 		$2.07M Sell
26,808
-358
-1% -$27.5K 1.63% 29
2022
Q4 		$2.27M Buy
27,166
+530
+2% +$42.8K 1.89% 25
2022
Q3 		$2.09M Sell
26,636
-365
-1% -$31K 1.92% 24
2022
Q2 		$2.09M Buy
27,001
+333
+1% +$25.4K 1.79% 26
2022
Q1 		$2.26M Buy
26,668
+120
+0.5% +$9.62K 1.68% 27
2021
Q4 		$2.48M Sell
26,548
-155
-0.6% -$13.4K 1.77% 25
2021
Q3 		$2.1M Buy
26,703
+65
+0.2% +$5.24K 1.61% 33
2021
Q2 		$1.95M Sell
26,638
-385
-1% -$28.9K 1.52% 37
2021
Q1 		$2.06M Buy
27,023
+1,369
+5% +$107K 1.67% 30
2020
Q4 		$1.98M Buy
+25,654
New +$1.92M 1.79% 25

Other funds holding NEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cohen Investment Advisors's NEE Position: Q2 2026 in Review

Cohen Investment Advisors reduced its NextEra Energy (NEE) stake by 1.3% in Q2 2026, selling an estimated $49.6K and leaving 42,420 shares worth $3.72M. The position accounts for 1.67% of the portfolio, ranked #25.

Cohen Investment Advisors first reported a position in NEE in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.99M in Q1 2026. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Cohen Investment Advisors held 42,420 shares of NextEra Energy worth $3.72M as of Q2 2026.
  • Cohen Investment Advisors sold 548 NextEra Energy shares in Q2 2026, an estimated $49.6K.
  • NextEra Energy made up 1.67% of Cohen Investment Advisors's portfolio in Q2 2026, its #25 holding.
  • Cohen Investment Advisors first reported a position in NextEra Energy in Q4 2020 and has held it in 23 quarters since.
  • Cohen Investment Advisors's NextEra Energy position peaked at $3.99M in Q1 2026.
  • 3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Cohen Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.