Commonwealth Financial Services’s NextEra Energy NEE Stock Holding History

Commonwealth Financial Services’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	$327K	Buy	3,728 +503	+16%	+$45.5K	0.04%	198
2026 Q1	$300K	Buy	3,225 +293	+10%	+$26K	0.05%	178
2025 Q4	$235K	Buy	+2,932	New	+$243K	0.04%	200
2024 Q2	–	Sell	-3,526	Closed	-$214K	–	202
2024 Q1	$214K	Hold	3,526	–	–	0.05%	170
2023 Q4	$214K	Sell	3,526 -98	-3%	-$5.58K	0.05%	170
2023 Q3	$208K	Buy	+3,624	New	+$251K	0.06%	174

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

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 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

Commonwealth Financial Services's NEE Position: Q2 2026 in Review

Commonwealth Financial Services increased its NextEra Energy (NEE) stake by 16% in Q2 2026, buying an estimated $45.5K and bringing the position to 3,728 shares worth $327K. The position accounts for 0.04% of the portfolio, ranked #198.

Commonwealth Financial Services first reported a position in NEE in Q3 2023 and has held it in 6 quarters since. 637 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Commonwealth Financial Services held 3,728 shares of NextEra Energy worth $327K as of Q2 2026.
Commonwealth Financial Services bought 503 NextEra Energy shares in Q2 2026, an estimated $45.5K.
NextEra Energy made up 0.04% of Commonwealth Financial Services's portfolio in Q2 2026, its #198 holding.
Commonwealth Financial Services first reported a position in NextEra Energy in Q3 2023 and has held it in 6 quarters since.
637 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Commonwealth Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.