Costello Asset Management’s NextEra Energy NEE Stock Holding History

Costello Asset 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	$1.82M	Buy	20,753 +7,881	+61%	+$713K	0.55%	33
2026 Q1	$1.2M	Buy	12,872 +77	+0.6%	+$6.85K	0.41%	41
2025 Q4	$1.03M	Sell	12,795 -445	-3%	-$36.9K	0.34%	41
2025 Q3	$999K	Buy	13,240 +1,689	+15%	+$123K	0.33%	43
2025 Q2	$802K	Buy	11,551 +7	+0.1%	+$486	0.3%	47
2025 Q1	$818K	Buy	11,544 +9,155	+383%	+$646K	0.33%	46
2024 Q4	$171K	Hold	2,389	–	–	0.11%	64
2024 Q3	$202K	Sell	2,389 -4,880	-67%	-$381K	0.14%	62
2024 Q2	$515K	Sell	7,269 -875	-11%	-$62.1K	0.38%	41
2024 Q1	$520K	Sell	8,144 -455	-5%	-$26.7K	0.37%	43
2023 Q4	$522K	Sell	8,599 -15,291	-64%	-$871K	0.43%	40
2023 Q3	$1.37M	Sell	23,890 -4,536	-16%	-$314K	1.26%	27
2023 Q2	$2.11M	Buy	28,426 +13,630	+92%	+$1.03M	1.81%	20
2023 Q1	$1.14M	Buy	14,796 +8,531	+136%	+$656K	1.17%	27
2022 Q4	$524K	Buy	6,265 +100	+2%	+$8.08K	0.47%	39
2022 Q3	$483K	Sell	6,165 -2,446	-28%	-$208K	0.46%	41
2022 Q2	$667K	Buy	8,611 +715	+9%	+$54.4K	0.58%	38
2022 Q1	$669K	Sell	7,896 -810	-9%	-$64.9K	0.46%	42
2021 Q4	$813K	Sell	8,706 -1,165	-12%	-$101K	0.5%	42
2021 Q3	$775K	Sell	9,871 -639	-6%	-$51.5K	0.5%	41
2021 Q2	$770K	Buy	10,510 +4,665	+80%	+$350K	0.5%	41
2021 Q1	$442K	Buy	5,845 +4,636	+383%	+$362K	0.31%	52
2020 Q4	$93K	Buy	1,209 +1,125	+1,339%	+$84.2K	0.07%	77
2020 Q3	$6K	Hold	84	–	–	0.01%	185
2020 Q2	$5K	Buy	+84	New	+$5.03K	﹤0.01%	188

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

Costello Asset Management's NEE Position: Q2 2026 in Review

Costello Asset Management increased its NextEra Energy (NEE) stake by 61% in Q2 2026, buying an estimated $713K and bringing the position to 20,753 shares worth $1.82M. The position accounts for 0.55% of the portfolio, ranked #33.

Costello Asset Management first reported a position in NEE in Q2 2020 and has held it in 25 quarters since. The position peaked at $2.11M in Q2 2023. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Costello Asset Management held 20,753 shares of NextEra Energy worth $1.82M as of Q2 2026.
Costello Asset Management bought 7,881 NextEra Energy shares in Q2 2026, an estimated $713K.
NextEra Energy made up 0.55% of Costello Asset Management's portfolio in Q2 2026, its #33 holding.
Costello Asset Management first reported a position in NextEra Energy in Q2 2020 and has held it in 25 quarters since.
Costello Asset Management's NextEra Energy position peaked at $2.11M in Q2 2023.
3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Costello Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.