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CV Advisors’s NextEra Energy NEE Stock Holding History

CV Advisors’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 		$1.4M Buy
+16,000
New +$1.45M 0.26% 46

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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CV Advisors's NEE Position: Q2 2026 in Review

CV Advisors opened a new position in NextEra Energy (NEE) in Q2 2026: 16,000 shares worth $1.4M. The stake represents 0.26% of the portfolio and ranks #46 among its holdings.

754 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • CV Advisors held 16,000 shares of NextEra Energy worth $1.4M as of Q2 2026.
  • NextEra Energy was a new CV Advisors position in Q2 2026.
  • NextEra Energy made up 0.26% of CV Advisors's portfolio in Q2 2026, its #46 holding.
  • 754 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on CV Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.