Covestor’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
$72K Buy
822
+154
+23% +$13.9K 0.04% 564
2026
Q1
$62K Sell
668
-252
-27% -$22.4K 0.04% 572
2025
Q4
$74K Sell
920
-22
-2% -$1.82K 0.04% 731
2025
Q3
$71K Sell
942
-177
-16% -$12.9K 0.04% 744
2025
Q2
$78K Buy
1,119
+41
+4% +$2.85K 0.05% 692
2025
Q1
$76K Buy
1,078
+299
+38% +$21.1K 0.05% 645
2024
Q4
$56K Buy
779
+77
+11% +$5.98K 0.04% 815
2024
Q3
$59K Buy
702
+5
+0.7% +$390 0.04% 811
2024
Q2
$49K Sell
697
-17
-2% -$1.21K 0.03% 866
2024
Q1
$46K Sell
714
-42
-6% -$2.46K 0.03% 921
2023
Q4
$46K Buy
756
+64
+9% +$3.65K 0.03% 889
2023
Q3
$40K Sell
692
-38
-5% -$2.63K 0.03% 868
2023
Q2
$54K Sell
730
-39
-5% -$2.95K 0.04% 752
2023
Q1
$59K Sell
769
-3
-0.4% -$231 0.05% 647
2022
Q4
$65K Sell
772
-7
-0.9% -$565 0.05% 616
2022
Q3
$61K Sell
779
-65
-8% -$5.51K 0.05% 623
2022
Q2
$65K Sell
844
-34
-4% -$2.59K 0.05% 649
2022
Q1
$74K Buy
878
+326
+59% +$26.1K 0.05% 671
2021
Q4
$52K Buy
+552
New +$47.7K 0.07% 514

Other funds holding NEE

Covestor's NEE Position: Q2 2026 in Review

Covestor increased its NextEra Energy (NEE) stake by 23% in Q2 2026, buying an estimated $13.9K and bringing the position to 822 shares worth $72K. The position accounts for 0.04% of the portfolio, ranked #564.

Covestor first reported a position in NEE in Q4 2021 and has held it in 19 quarters since. The position peaked at $78K in Q2 2025. 3,023 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Covestor held 822 shares of NextEra Energy worth $72K as of Q2 2026.
  • Covestor bought 154 NextEra Energy shares in Q2 2026, an estimated $13.9K.
  • NextEra Energy made up 0.04% of Covestor's portfolio in Q2 2026, its #564 holding.
  • Covestor first reported a position in NextEra Energy in Q4 2021 and has held it in 19 quarters since.
  • Covestor's NextEra Energy position peaked at $78K in Q2 2025.
  • 3,023 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.