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 Q3	$1.1M	Buy	14,549 +547	+4%	+$46.3K	0.19%	86
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Cove Private Wealth's NEE Position: Q3 2026 in Review

Cove Private Wealth increased its NextEra Energy (NEE) stake by 3.9% in Q3 2026, buying an estimated $46.3K and bringing the position to 14,549 shares worth $1.1M. The position accounts for 0.19% of the portfolio, ranked #86.

Cove Private Wealth first reported a position in NEE in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.29M in Q1 2026. 1,926 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

Cove Private Wealth held 14,549 shares of NextEra Energy worth $1.1M as of Q3 2026.
Cove Private Wealth bought 547 NextEra Energy shares in Q3 2026, an estimated $46.3K.
NextEra Energy made up 0.19% of Cove Private Wealth's portfolio in Q3 2026, its #86 holding.
Cove Private Wealth first reported a position in NextEra Energy in Q4 2024 and has held it in 8 quarters since.
Cove Private Wealth's NextEra Energy position peaked at $1.29M in Q1 2026.
1,926 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Cove Private Wealth's 13F filing for Q3 2026, filed 28 Oct 2026.