Cove Private Wealth’s NextEra Energy NEE Stock Holding History

Cove Private Wealth’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	$1.23M	Buy	14,002 +99	+0.7%	+$8.96K	0.24%	76
2026 Q1	$1.29M	Hold	13,903	–	–	0.29%	65
2025 Q4	$1.12M	Hold	13,903	–	–	0.33%	68
2025 Q3	$1.05M	Hold	13,903	–	–	0.33%	72
2025 Q2	$965K	Buy	13,903 +4,774	+52%	+$332K	0.34%	72
2025 Q1	$647K	Buy	9,129 +1,535	+20%	+$108K	0.34%	74
2024 Q4	$544K	Buy	+7,594	New	+$590K	0.33%	65

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

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

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

Cove Private Wealth's NEE Position: Q2 2026 in Review

Cove Private Wealth increased its NextEra Energy (NEE) stake by 0.71% in Q2 2026, buying an estimated $8.96K and bringing the position to 14,002 shares worth $1.23M. The position accounts for 0.24% of the portfolio, ranked #76.

Cove Private Wealth first reported a position in NEE in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.29M in Q1 2026. 1,391 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Cove Private Wealth held 14,002 shares of NextEra Energy worth $1.23M as of Q2 2026.
Cove Private Wealth bought 99 NextEra Energy shares in Q2 2026, an estimated $8.96K.
NextEra Energy made up 0.24% of Cove Private Wealth's portfolio in Q2 2026, its #76 holding.
Cove Private Wealth first reported a position in NextEra Energy in Q4 2024 and has held it in 7 quarters since.
Cove Private Wealth's NextEra Energy position peaked at $1.29M in Q1 2026.
1,391 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Cove Private Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.