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Innova Wealth Partners’s NextEra Energy NEE Stock Holding History

Innova 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 		– Sell
-2,192
Closed -$204K – 185
2026
Q1 		$204K Buy
+2,192
New +$195K 0.1% 154

Other funds holding NEE

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

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

Innova Wealth Partners sold out of NextEra Energy (NEE) in Q2 2026, closing a stake of 2,192 shares — an estimated $204K sold.

Innova Wealth Partners first reported a position in NEE in Q1 2026 and held it in 1 quarter. The position peaked at $204K in Q1 2026. 1,449 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Innova Wealth Partners reported no remaining NextEra Energy position as of Q2 2026 after selling out during the quarter.
  • Innova Wealth Partners sold 2,192 NextEra Energy shares in Q2 2026, an estimated $204K.
  • Innova Wealth Partners first reported a position in NextEra Energy in Q1 2026 and held it in 1 quarter.
  • Innova Wealth Partners's NextEra Energy position peaked at $204K in Q1 2026.
  • 1,449 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Innova Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.