Cypress Wealth Services’s NextEra Energy NEE Stock Holding History

Cypress Wealth Services’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	–	Sell	-2,223	Closed	-$207K	–	445
2026 Q1	$207K	Buy	+2,223	New	+$198K	0.03%	379
2021 Q3	–	Sell	-4,517	Closed	-$331K	–	251
2021 Q2	$331K	Sell	4,517 -39	-0.9%	-$2.93K	0.09%	186
2021 Q1	$344K	Sell	4,556 -812	-15%	-$63.4K	0.07%	201
2020 Q4	$414K	Buy	+5,368	New	+$402K	0.09%	168
2020 Q3	–	Sell	-5,328	Closed	-$368K	–	423
2020 Q2	$320K	Buy	+5,328	New	+$319K	0.08%	196
2019 Q1	–	Sell	-9,924	Closed	-$431K	–	270
2018 Q4	$431K	Sell	9,924 -4,240	-30%	-$185K	0.17%	119
2018 Q3	$593K	Sell	14,164 -8	-0.1%	-$341	0.21%	109
2018 Q2	$592K	Buy	+14,172	New	+$572K	0.22%	106

Other funds holding NEE

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 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

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Cypress Wealth Services's NEE Position: Q2 2026 in Review

Cypress Wealth Services sold out of NextEra Energy (NEE) in Q2 2026, closing a stake of 2,223 shares — an estimated $207K sold.

Cypress Wealth Services first reported a position in NEE in Q2 2018 and held it in 8 quarters. The position peaked at $593K in Q3 2018. 1,532 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Cypress Wealth Services reported no remaining NextEra Energy position as of Q2 2026 after selling out during the quarter.
Cypress Wealth Services sold 2,223 NextEra Energy shares in Q2 2026, an estimated $207K.
Cypress Wealth Services first reported a position in NextEra Energy in Q2 2018 and held it in 8 quarters.
Cypress Wealth Services's NextEra Energy position peaked at $593K in Q3 2018.
1,532 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.