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Coquina Private Wealth LLC’s NextEra Energy NEE Stock Holding History

Coquina Private Wealth LLC’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 Hold
12,538
– – 0.75% 25
2026
Q1 		$1.16M Hold
12,538
– – 0.94% 21
2025
Q4 		$1.01M Buy
+12,538
New +$1.04M 0.81% 26

Other funds holding NEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Coquina Private Wealth LLC's NEE Position: Q2 2026 in Review

Coquina Private Wealth LLC held its NextEra Energy (NEE) position steady in Q2 2026 at 12,538 shares worth $1.1M. The position accounts for 0.75% of the portfolio, ranked #25.

Coquina Private Wealth LLC first reported a position in NEE in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.16M in Q1 2026. 1,977 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Coquina Private Wealth LLC held 12,538 shares of NextEra Energy worth $1.1M as of Q2 2026.
  • Coquina Private Wealth LLC left its NextEra Energy share count unchanged in Q2 2026.
  • NextEra Energy made up 0.75% of Coquina Private Wealth LLC's portfolio in Q2 2026, its #25 holding.
  • Coquina Private Wealth LLC first reported a position in NextEra Energy in Q4 2025 and has held it in 3 quarters since.
  • Coquina Private Wealth LLC's NextEra Energy position peaked at $1.16M in Q1 2026.
  • 1,977 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Coquina Private Wealth LLC's 13F filing for Q2 2026, filed 29 Jul 2026.