CV Advisors
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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
Q3 		$1.21M Hold
16,000
– – 0.2% 47
2026
Q2 		$1.4M Buy
+16,000
New +$1.45M 0.26% 46

Other funds holding NEE

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Fisher Funds Management
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

CV Advisors's NEE Position: Q3 2026 in Review

CV Advisors held its NextEra Energy (NEE) position steady in Q3 2026 at 16,000 shares worth $1.21M. The position accounts for 0.2% of the portfolio, ranked #47.

CV Advisors first reported a position in NEE in Q2 2026 and has held it in 2 quarters since. The position peaked at $1.4M in Q2 2026. 884 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

  • CV Advisors held 16,000 shares of NextEra Energy worth $1.21M as of Q3 2026.
  • CV Advisors left its NextEra Energy share count unchanged in Q3 2026.
  • NextEra Energy made up 0.2% of CV Advisors's portfolio in Q3 2026, its #47 holding.
  • CV Advisors first reported a position in NextEra Energy in Q2 2026 and has held it in 2 quarters since.
  • CV Advisors's NextEra Energy position peaked at $1.4M in Q2 2026.
  • 884 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on CV Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.