CPA Asset Management’s NextEra Energy NEE Stock Holding History

CPA 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	$824K	Sell	9,386 -525	-5%	-$47.5K	0.24%	45
2026 Q1	$921K	Buy	9,911 +4	+0%	+$356	0.31%	40
2025 Q4	$795K	Buy	9,907 +4	+0%	+$331	0.28%	45
2025 Q3	$748K	Buy	9,903 +5	+0.1%	+$365	0.29%	47
2025 Q2	$687K	Buy	9,898 +4	+0%	+$278	0.29%	46
2025 Q1	$701K	Buy	9,894 +5	+0.1%	+$353	0.31%	47
2024 Q4	$709K	Buy	9,889 +4	+0%	+$311	0.33%	46
2024 Q3	$836K	Buy	9,885 +3	+0%	+$234	0.4%	42
2024 Q2	$700K	Sell	9,882 -262	-3%	-$18.6K	0.37%	45
2024 Q1	$648K	Sell	10,144 -277	-3%	-$16.2K	0.36%	46
2023 Q4	$633K	Buy	10,421 +479	+5%	+$27.3K	0.39%	44
2023 Q3	$570K	Buy	9,942 +1,534	+18%	+$106K	0.4%	42
2023 Q2	$624K	Sell	8,408 -92	-1%	-$6.96K	0.45%	38
2023 Q1	$655K	Buy	8,500 +3	+0%	+$231	0.49%	33
2022 Q4	$710K	Buy	+8,497	New	+$686K	0.54%	34

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

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

CPA Asset Management reduced its NextEra Energy (NEE) stake by 5.3% in Q2 2026, selling an estimated $47.5K and leaving 9,386 shares worth $824K. The position accounts for 0.24% of the portfolio, ranked #45.

CPA Asset Management first reported a position in NEE in Q4 2022 and has held it in 15 quarters since. The position peaked at $921K in Q1 2026. 1,451 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

CPA Asset Management held 9,386 shares of NextEra Energy worth $824K as of Q2 2026.
CPA Asset Management sold 525 NextEra Energy shares in Q2 2026, an estimated $47.5K.
NextEra Energy made up 0.24% of CPA Asset Management's portfolio in Q2 2026, its #45 holding.
CPA Asset Management first reported a position in NextEra Energy in Q4 2022 and has held it in 15 quarters since.
CPA Asset Management's NextEra Energy position peaked at $921K in Q1 2026.
1,451 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on CPA Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.