Connecticut Wealth Management’s NextEra Energy NEE Stock Holding History

Connecticut Wealth 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	$2.69M	Buy	30,704 +1,107	+4%	+$100K	0.1%	91
2026 Q1	$2.75M	Sell	29,597 -554	-2%	-$49.3K	0.12%	84
2025 Q4	$2.42M	Buy	30,151 +1,210	+4%	+$100K	0.11%	92
2025 Q3	$2.18M	Buy	28,941 +5,232	+22%	+$382K	0.1%	94
2025 Q2	$1.65M	Sell	23,709 -377	-2%	-$26.2K	0.08%	110
2025 Q1	$1.71M	Sell	24,086 -379	-2%	-$26.8K	0.09%	109
2024 Q4	$1.75M	Sell	24,465 -264	-1%	-$20.5K	0.09%	89
2024 Q3	$2.09M	Sell	24,729 -365	-1%	-$28.5K	0.1%	100
2024 Q2	$1.78M	Sell	25,094 -6,438	-20%	-$457K	0.09%	105
2024 Q1	$2.02M	Sell	31,532 -1,766	-5%	-$103K	0.11%	94
2023 Q4	$2.02M	Buy	33,298 +5,128	+18%	+$292K	0.12%	88
2023 Q3	$1.61M	Buy	28,170 +11,323	+67%	+$784K	0.11%	86
2023 Q2	$1.25M	Buy	16,847 +2,565	+18%	+$194K	0.09%	89
2023 Q1	$1.1M	Buy	14,282 +606	+4%	+$46.6K	0.08%	88
2022 Q4	$1.14M	Buy	13,676 +2,428	+22%	+$196K	0.1%	76
2022 Q3	$882K	Sell	11,248 -36	-0.3%	-$3.05K	0.08%	85
2022 Q2	$874K	Buy	11,284 +2,274	+25%	+$173K	0.08%	90
2022 Q1	$763K	Buy	9,010 +126	+1%	+$10.1K	0.06%	97
2021 Q4	$829K	Buy	8,884 +37	+0.4%	+$3.2K	0.06%	93
2021 Q3	$695K	Buy	8,847 +186	+2%	+$15K	0.06%	99
2021 Q2	$635K	Sell	8,661 -2,550	-23%	-$191K	0.06%	106
2021 Q1	$848K	Buy	11,211 +3	+0%	+$234	0.08%	75
2020 Q4	$865K	Sell	11,208 -2,376	-17%	-$178K	0.09%	84
2020 Q3	$943K	Buy	13,584 +2,524	+23%	+$174K	0.1%	83
2020 Q2	$664K	Sell	11,060 -116	-1%	-$6.94K	0.08%	73
2020 Q1	$672K	Buy	11,176 +20	+0.2%	+$1.26K	0.1%	79
2019 Q4	$675K	Sell	11,156 -1,184	-10%	-$69.1K	0.07%	93
2019 Q3	$719K	Sell	12,340 -20	-0.2%	-$1.08K	0.09%	88
2019 Q2	$633K	Buy	+12,360	New	+$608K	0.08%	91

Other funds holding NEE

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

Connecticut Wealth Management's NEE Position: Q2 2026 in Review

Connecticut Wealth Management increased its NextEra Energy (NEE) stake by 3.7% in Q2 2026, buying an estimated $100K and bringing the position to 30,704 shares worth $2.69M. The position accounts for 0.1% of the portfolio, ranked #91.

Connecticut Wealth Management first reported a position in NEE in Q2 2019 and has held it in 29 quarters since. The position peaked at $2.75M in Q1 2026. 1,279 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Connecticut Wealth Management held 30,704 shares of NextEra Energy worth $2.69M as of Q2 2026.
Connecticut Wealth Management bought 1,107 NextEra Energy shares in Q2 2026, an estimated $100K.
NextEra Energy made up 0.1% of Connecticut Wealth Management's portfolio in Q2 2026, its #91 holding.
Connecticut Wealth Management first reported a position in NextEra Energy in Q2 2019 and has held it in 29 quarters since.
Connecticut Wealth Management's NextEra Energy position peaked at $2.75M in Q1 2026.
1,279 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.