Cottage Street Advisors’s NextEra Energy NEE Stock Holding History

Cottage Street Advisors’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	$1.08M	Sell	12,267 -512	-4%	-$46.3K	0.42%	53
2026 Q1	$1.19M	Buy	12,779 +45	+0.4%	+$4K	0.51%	48
2025 Q4	$1.02M	Buy	12,734 +207	+2%	+$17.1K	0.43%	51
2025 Q3	$946K	Buy	+12,527	New	+$915K	0.4%	54
2024 Q4	–	Sell	-2,544	Closed	-$215K	–	116
2024 Q3	$215K	Buy	+2,544	New	+$199K	0.12%	105

Other funds holding NEE

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Cottage Street Advisors's NEE Position: Q2 2026 in Review

Cottage Street Advisors reduced its NextEra Energy (NEE) stake by 4% in Q2 2026, selling an estimated $46.3K and leaving 12,267 shares worth $1.08M. The position accounts for 0.42% of the portfolio, ranked #53.

Cottage Street Advisors first reported a position in NEE in Q3 2024 and has held it in 5 quarters since. The position peaked at $1.19M in Q1 2026. 1,451 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Cottage Street Advisors held 12,267 shares of NextEra Energy worth $1.08M as of Q2 2026.
Cottage Street Advisors sold 512 NextEra Energy shares in Q2 2026, an estimated $46.3K.
NextEra Energy made up 0.42% of Cottage Street Advisors's portfolio in Q2 2026, its #53 holding.
Cottage Street Advisors first reported a position in NextEra Energy in Q3 2024 and has held it in 5 quarters since.
Cottage Street Advisors's NextEra Energy position peaked at $1.19M in Q1 2026.
1,451 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Cottage Street Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.