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Cooper Financial Group’s NextEra Energy NEE Stock Holding History

Cooper Financial 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 		$1.1M Sell
12,481
-3,158
-20% -$286K 0.09% 159
2026
Q1 		$1.45M Sell
15,639
-392
-2% -$34.9K 0.15% 115
2025
Q4 		$1.29M Buy
16,031
+595
+4% +$49.3K 0.14% 119
2025
Q3 		$1.17M Sell
15,436
-494
-3% -$36.1K 0.13% 128
2025
Q2 		$1.11M Sell
15,930
-1,665
-9% -$116K 0.13% 131
2025
Q1 		$1.25M Buy
17,595
+1,399
+9% +$98.7K 0.16% 115
2024
Q4 		$1.16M Buy
16,196
+158
+1% +$12.3K 0.14% 118
2024
Q3 		$1.36M Buy
16,038
+1,901
+13% +$148K 0.18% 103
2024
Q2 		$1M Buy
14,137
+1,646
+13% +$117K 0.15% 124
2024
Q1 		$798K Sell
12,491
-73
-0.6% -$4.28K 0.13% 152
2023
Q4 		$763K Sell
12,564
-513
-4% -$29.2K 0.14% 140
2023
Q3 		$749K Buy
13,077
+767
+6% +$53.1K 0.18% 129
2023
Q2 		$913K Buy
12,310
+1,436
+13% +$109K 0.23% 107
2023
Q1 		$838K Buy
10,874
+1,080
+11% +$83.1K 0.23% 109
2022
Q4 		$819K Buy
9,794
+722
+8% +$58.3K 0.25% 96
2022
Q3 		$711K Buy
9,072
+91
+1% +$7.72K 0.26% 98
2022
Q2 		$696K Buy
8,981
+2,002
+29% +$152K 0.25% 100
2022
Q1 		$591K Sell
6,979
-4,917
-41% -$394K 0.22% 104
2021
Q4 		$1.11M Buy
11,896
+718
+6% +$62.1K 0.42% 58
2021
Q3 		$878K Buy
11,178
+1,310
+13% +$106K 0.18% 85
2021
Q2 		$723K Buy
9,868
+1,039
+12% +$78K 0.15% 94
2021
Q1 		$668K Sell
8,829
-571
-6% -$44.6K 0.15% 95
2020
Q4 		$725K Buy
9,400
+6,064
+182% +$454K 0.15% 117
2020
Q3 		$232K Buy
+3,336
New +$230K 0.07% 178

Other funds holding NEE

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Cooper Financial Group's NEE Position: Q2 2026 in Review

Cooper Financial Group reduced its NextEra Energy (NEE) stake by 20% in Q2 2026, selling an estimated $286K and leaving 12,481 shares worth $1.1M. The position accounts for 0.09% of the portfolio, ranked #159.

Cooper Financial Group first reported a position in NEE in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.45M in Q1 2026. 1,451 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Cooper Financial Group held 12,481 shares of NextEra Energy worth $1.1M as of Q2 2026.
  • Cooper Financial Group sold 3,158 NextEra Energy shares in Q2 2026, an estimated $286K.
  • NextEra Energy made up 0.09% of Cooper Financial Group's portfolio in Q2 2026, its #159 holding.
  • Cooper Financial Group first reported a position in NextEra Energy in Q3 2020 and has held it in 24 quarters since.
  • Cooper Financial Group's NextEra Energy position peaked at $1.45M in Q1 2026.
  • 1,451 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.