Cooper Financial Group
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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
Q3 		$925K Sell
12,216
-265
-2% -$22.4K 0.07% 178
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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return

Cooper Financial Group's NEE Position: Q3 2026 in Review

Cooper Financial Group reduced its NextEra Energy (NEE) stake by 2.1% in Q3 2026, selling an estimated $22.4K and leaving 12,216 shares worth $925K. The position accounts for 0.07% of the portfolio, ranked #178.

Cooper Financial Group first reported a position in NEE in Q3 2020 and has held it in 25 quarters since. The position peaked at $1.45M in Q1 2026. 2,125 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

  • Cooper Financial Group held 12,216 shares of NextEra Energy worth $925K as of Q3 2026.
  • Cooper Financial Group sold 265 NextEra Energy shares in Q3 2026, an estimated $22.4K.
  • NextEra Energy made up 0.07% of Cooper Financial Group's portfolio in Q3 2026, its #178 holding.
  • Cooper Financial Group first reported a position in NextEra Energy in Q3 2020 and has held it in 25 quarters since.
  • Cooper Financial Group's NextEra Energy position peaked at $1.45M in Q1 2026.
  • 2,125 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.