Cordatus Wealth Management’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.16M | Sell |
36,030
-301
| -0.8% | -$27.2K | 0.69% | 44 |
|
|
2026
Q1 | $3.37M | Buy |
36,331
+239
| +0.7% | +$21.2K | 0.8% | 38 |
|
|
2025
Q4 | $2.9M | Buy |
36,092
+78
| +0.2% | +$6.46K | 0.67% | 44 |
|
|
2025
Q3 | $2.72M | Sell |
36,014
-205
| -0.6% | -$15K | 0.64% | 46 |
|
|
2025
Q2 | $2.51M | Buy |
36,219
+107
| +0.3% | +$7.43K | 0.62% | 48 |
|
|
2025
Q1 | $2.56M | Buy |
36,112
+592
| +2% | +$41.8K | 0.7% | 47 |
|
|
2024
Q4 | $2.55M | Buy |
35,520
+816
| +2% | +$63.4K | 0.67% | 51 |
|
|
2024
Q3 | $2.93M | Sell |
34,704
-33
| -0.1% | -$2.58K | 1.05% | 28 |
|
|
2024
Q2 | $2.46M | Sell |
34,737
-1,813
| -5% | -$129K | 0.92% | 31 |
|
|
2024
Q1 | $2.34M | Buy |
36,550
+1,403
| +4% | +$82.2K | 1.69% | 19 |
|
|
2023
Q4 | $2.13M | Sell |
35,147
-4,616
| -12% | -$263K | 1.77% | 16 |
|
|
2023
Q3 | $2.28M | Sell |
39,763
-923
| -2% | -$63.9K | 2.08% | 14 |
|
|
2023
Q2 | $3.02M | Buy |
40,686
+5,683
| +16% | +$430K | 1.14% | 27 |
|
|
2023
Q1 | $2.7M | Sell |
35,003
-63
| -0.2% | -$4.84K | 3.44% | 9 |
|
|
2022
Q4 | $2.93M | Buy |
+35,066
| New | +$2.83M | 4.3% | 4 |
|
|
2022
Q3 | – | Sell |
-34,100
| Closed | -$2.64M | – | 120 |
|
|
2022
Q2 | $2.64M | Buy |
34,100
+505
| +2% | +$38.4K | 1.23% | 22 |
|
|
2022
Q1 | $2.85M | Sell |
33,595
-89
| -0.3% | -$7.13K | 1% | 22 |
|
|
2021
Q4 | $3.15M | Buy |
33,684
+1,836
| +6% | +$159K | 0.92% | 29 |
|
|
2021
Q3 | $2.5M | Buy |
+31,848
| New | +$2.57M | 1.92% | 19 |
|
|
2021
Q1 | $3.23M | Buy |
42,749
+1,081
| +3% | +$84.4K | 1.24% | 14 |
|
|
2020
Q4 | $3.21M | Buy |
41,668
+10,516
| +34% | +$787K | 1.36% | 13 |
|
|
2020
Q3 | $2.16M | Sell |
31,152
-332
| -1% | -$22.9K | 1.04% | 25 |
|
|
2020
Q2 | $1.89M | Buy |
31,484
+216
| +0.7% | +$12.9K | 1.04% | 29 |
|
|
2020
Q1 | $1.88M | Buy |
31,268
+7,092
| +29% | +$446K | 1.36% | 21 |
|
|
2019
Q4 | $1.46M | Buy |
24,176
+2,812
| +13% | +$164K | 0.73% | 52 |
|
|
2019
Q3 | $1.24M | Buy |
21,364
+1,376
| +7% | +$74.5K | 0.65% | 56 |
|
|
2019
Q2 | $1.02M | Buy |
19,988
+488
| +3% | +$24K | 0.6% | 53 |
|
|
2019
Q1 | $942K | Buy |
19,500
+1,368
| +8% | +$62.5K | 0.52% | 63 |
|
|
2018
Q4 | $788K | Buy |
+18,132
| New | +$793K | 0.56% | 46 |
|
Other funds holding NEE
Cordatus Wealth Management's NEE Position: Q2 2026 in Review
Cordatus Wealth Management reduced its NextEra Energy (NEE) stake by 0.83% in Q2 2026, selling an estimated $27.2K and leaving 36,030 shares worth $3.16M. The position accounts for 0.69% of the portfolio, ranked #44.
Cordatus Wealth Management first reported a position in NEE in Q4 2018 and has held it in 29 quarters since. The position peaked at $3.37M in Q1 2026. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.
- Cordatus Wealth Management held 36,030 shares of NextEra Energy worth $3.16M as of Q2 2026.
- Cordatus Wealth Management sold 301 NextEra Energy shares in Q2 2026, an estimated $27.2K.
- NextEra Energy made up 0.69% of Cordatus Wealth Management's portfolio in Q2 2026, its #44 holding.
- Cordatus Wealth Management first reported a position in NextEra Energy in Q4 2018 and has held it in 29 quarters since.
- Cordatus Wealth Management's NextEra Energy position peaked at $3.37M in Q1 2026.
- 3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.
Based on Cordatus Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.