Curated Wealth Partners’s NextEra Energy NEE Stock Holding History

Curated Wealth Partners’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	$342K	Buy	56,365 +51,393	+1,034%	+$4.65M	0.04%	388
2026 Q1	$462K	Buy	4,972 +255	+5%	+$22.7K	0.06%	115
2025 Q4	$379K	Sell	4,717 -44	-0.9%	-$3.64K	0.04%	137
2025 Q3	$359K	Sell	4,761 -548	-10%	-$40K	0.04%	114
2025 Q2	$369K	Buy	5,309 +16	+0.3%	+$1.11K	0.04%	113
2025 Q1	$375K	Sell	5,293 -1,167	-18%	-$82.4K	0.05%	110
2024 Q4	$463K	Buy	6,460 +1,221	+23%	+$94.9K	0.05%	93
2024 Q3	$443K	Hold	5,239	–	–	0.06%	92
2024 Q2	$371K	Buy	+5,239	New	+$372K	0.05%	93

Other funds holding NEE

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Curated Wealth Partners's NEE Position: Q2 2026 in Review

Curated Wealth Partners increased its NextEra Energy (NEE) stake by 1,034% in Q2 2026, buying an estimated $4.65M and bringing the position to 56,365 shares worth $342K. The position accounts for 0.04% of the portfolio, ranked #388.

Curated Wealth Partners first reported a position in NEE in Q2 2024 and has held it in 9 quarters since. The position peaked at $463K in Q4 2024. 1,153 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Curated Wealth Partners held 56,365 shares of NextEra Energy worth $342K as of Q2 2026.
Curated Wealth Partners bought 51,393 NextEra Energy shares in Q2 2026, an estimated $4.65M.
NextEra Energy made up 0.04% of Curated Wealth Partners's portfolio in Q2 2026, its #388 holding.
Curated Wealth Partners first reported a position in NextEra Energy in Q2 2024 and has held it in 9 quarters since.
Curated Wealth Partners's NextEra Energy position peaked at $463K in Q4 2024.
1,153 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.