Copia Wealth Management’s NextEra Energy NEE Stock Holding History

Copia 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	$51.3K	Hold	584	–	–	0.03%	211
2026 Q1	$54.3K	Hold	584	–	–	0.04%	196
2025 Q4	$46.9K	Hold	584	–	–	0.03%	205
2025 Q3	$44.1K	Buy	584 +80	+16%	+$5.84K	0.03%	201
2025 Q2	$35K	Hold	504	–	–	0.03%	192
2025 Q1	$35.7K	Hold	504	–	–	0.03%	181
2024 Q4	$36.1K	Buy	+504	New	+$39.2K	0.03%	167

Other funds holding NEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Copia Wealth Management held its NextEra Energy (NEE) position steady in Q2 2026 at 584 shares worth $51.3K. The position accounts for 0.03% of the portfolio, ranked #211.

Copia Wealth Management first reported a position in NEE in Q4 2024 and has held it in 7 quarters since. The position peaked at $54.3K in Q1 2026. 3,023 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Copia Wealth Management held 584 shares of NextEra Energy worth $51.3K as of Q2 2026.
Copia Wealth Management left its NextEra Energy share count unchanged in Q2 2026.
NextEra Energy made up 0.03% of Copia Wealth Management's portfolio in Q2 2026, its #211 holding.
Copia Wealth Management first reported a position in NextEra Energy in Q4 2024 and has held it in 7 quarters since.
Copia Wealth Management's NextEra Energy position peaked at $54.3K in Q1 2026.
3,023 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.