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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
2024
Q2 		– Sell
-5,239
Closed -$335K – 221
2024
Q1 		$335K Buy
+5,239
New +$307K 0.05% 110

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
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Asset Management One
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. 1,177 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.
  • 1,177 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.