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J.W. Cole Advisors’s NextEra Energy NEE Stock Holding History

J.W. Cole 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 		$13.7M Sell
156,107
-1,724
-1% -$156K 0.24% 85
2026
Q1 		$14.7M Buy
157,831
+7,788
+5% +$692K 0.5% 35
2025
Q4 		$11.3M Sell
150,043
-8,207
-5% -$680K 0.27% 67
2025
Q3 		$11.9M Sell
158,250
-8,321
-5% -$608K 0.23% 80
2025
Q2 		$11.6M Buy
166,571
+4,908
+3% +$341K 0.25% 77
2025
Q1 		$11.5M Buy
161,663
+111,313
+221% +$7.86M 0.36% 52
2024
Q4 		$3.61M Buy
50,350
+891
+2% +$69.2K 0.15% 142
2024
Q3 		$4.18M Sell
49,459
-1,086
-2% -$84.8K 0.18% 129
2024
Q2 		$3.58M Buy
50,545
+9,926
+24% +$704K 0.17% 130
2024
Q1 		$2.59M Buy
40,619
+3,085
+8% +$181K 0.13% 167
2023
Q4 		$2.28M Buy
37,534
+1,477
+4% +$84.2K 0.13% 175
2023
Q3 		$2.07M Sell
36,057
-1,435
-4% -$99.3K 0.15% 155
2023
Q2 		$2.78M Sell
37,492
-7,670
-17% -$581K 0.2% 124
2023
Q1 		$3.48M Buy
45,162
+901
+2% +$69.3K 0.25% 99
2022
Q4 		$3.7M Sell
44,261
-1,190
-3% -$96.1K 0.28% 82
2022
Q3 		$3.56M Sell
45,451
-1,383
-3% -$117K 0.3% 80
2022
Q2 		$3.63M Sell
46,834
-19
-0% -$1.45K 0.29% 81
2022
Q1 		$3.97M Buy
46,853
+2,049
+5% +$164K 0.27% 87
2021
Q4 		$4.18M Buy
44,804
+495
+1% +$42.8K 0.27% 83
2021
Q3 		$3.48M Buy
44,309
+8,069
+22% +$651K 0.25% 66
2021
Q2 		$2.66M Buy
36,240
+1,146
+3% +$86K 0.21% 112
2021
Q1 		$2.65M Buy
35,094
+2,604
+8% +$203K 0.26% 93
2020
Q4 		$2.51M Sell
32,490
-113,918
-78% -$8.52M 0.26% 91
2020
Q3 		$10.2M Buy
146,408
+109,464
+296% +$7.56M 0.78% 16
2020
Q2 		$2.22M Buy
36,944
+27,536
+293% +$1.65M 0.33% 90
2020
Q1 		$566K Sell
9,408
-40,472
-81% -$2.54M 1.09% 23
2019
Q4 		$3.02M Buy
+49,880
New +$2.91M 0.38% 62

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
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
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 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

J.W. Cole Advisors's NEE Position: Q2 2026 in Review

J.W. Cole Advisors reduced its NextEra Energy (NEE) stake by 1.1% in Q2 2026, selling an estimated $156K and leaving 156,107 shares worth $13.7M. The position accounts for 0.24% of the portfolio, ranked #85.

J.W. Cole Advisors first reported a position in NEE in Q4 2019 and has held it in 27 quarters since. The position peaked at $14.7M in Q1 2026. 982 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • J.W. Cole Advisors held 156,107 shares of NextEra Energy worth $13.7M as of Q2 2026.
  • J.W. Cole Advisors sold 1,724 NextEra Energy shares in Q2 2026, an estimated $156K.
  • NextEra Energy made up 0.24% of J.W. Cole Advisors's portfolio in Q2 2026, its #85 holding.
  • J.W. Cole Advisors first reported a position in NextEra Energy in Q4 2019 and has held it in 27 quarters since.
  • J.W. Cole Advisors's NextEra Energy position peaked at $14.7M in Q1 2026.
  • 982 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

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