Kaizen Financial Strategies’s NextEra Energy NEE Stock Holding History

Kaizen Financial Strategies’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	$590K	Sell	6,831 -28	-0.4%	-$2.53K	0.19%	78
2026 Q1	$630K	Sell	6,859 -1,203	-15%	-$107K	0.27%	76
2025 Q4	$647K	Sell	8,062 -429	-5%	-$35.5K	0.29%	58
2025 Q3	$696K	Buy	+8,491	New	+$620K	0.31%	57
2024 Q4	–	Sell	-3,276	Closed	-$277K	–	139
2024 Q3	$277K	Buy	3,276 +19	+0.6%	+$1.48K	0.16%	103
2024 Q2	$242K	Buy	+3,257	New	+$231K	0.15%	110

Other funds holding NEE

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

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

Kaizen Financial Strategies's NEE Position: Q2 2026 in Review

Kaizen Financial Strategies reduced its NextEra Energy (NEE) stake by 0.41% in Q2 2026, selling an estimated $2.53K and leaving 6,831 shares worth $590K. The position accounts for 0.19% of the portfolio, ranked #78.

Kaizen Financial Strategies first reported a position in NEE in Q2 2024 and has held it in 6 quarters since. The position peaked at $696K in Q3 2025. 1,371 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Kaizen Financial Strategies held 6,831 shares of NextEra Energy worth $590K as of Q2 2026.
Kaizen Financial Strategies sold 28 NextEra Energy shares in Q2 2026, an estimated $2.53K.
NextEra Energy made up 0.19% of Kaizen Financial Strategies's portfolio in Q2 2026, its #78 holding.
Kaizen Financial Strategies first reported a position in NextEra Energy in Q2 2024 and has held it in 6 quarters since.
Kaizen Financial Strategies's NextEra Energy position peaked at $696K in Q3 2025.
1,371 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Kaizen Financial Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.