Koshinski Asset Management
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Koshinski Asset Management’s NextEra Energy NEE Stock Holding History

Koshinski Asset Management’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 		$2M Sell
22,769
-1,547
-6% -$140K 0.11% 180
2026
Q1 		$2.26M Sell
24,316
-2,211
-8% -$197K 0.14% 147
2025
Q4 		$2.13M Buy
26,527
+5,783
+28% +$479K 0.14% 143
2025
Q3 		$1.57M Sell
20,744
-1,090
-5% -$79.6K 0.11% 185
2025
Q2 		$1.52M Buy
21,834
+971
+5% +$67.4K 0.11% 178
2025
Q1 		$1.48M Sell
20,863
-1,983
-9% -$140K 0.13% 169
2024
Q4 		$1.64B Sell
22,846
-1,785
-7% -$139K 0.14% 144
2024
Q3 		$2.08M Sell
24,631
-708
-3% -$55.3K 0.18% 116
2024
Q2 		$1.83M Sell
25,339
-1,207
-5% -$85.6K 0.17% 123
2024
Q1 		$1.7M Buy
26,546
+20,004
+306% +$1.17M 0.17% 133
2023
Q4 		$397K Sell
6,542
-13,984
-68% -$797K 0.06% 328
2023
Q3 		$1.18M Sell
20,526
-1,129
-5% -$78.2K 0.14% 153
2023
Q2 		$1.61M Sell
21,655
-2,742
-11% -$208K 0.17% 126
2023
Q1 		$1.88M Buy
24,397
+1,229
+5% +$94.5K 0.18% 122
2022
Q4 		$1.94M Buy
23,168
+502
+2% +$40.6K 0.19% 128
2022
Q3 		$1.78M Sell
22,666
-1,071
-5% -$90.9K 0.21% 121
2022
Q2 		$1.84M Sell
23,737
-1,354
-5% -$103K 0.18% 134
2022
Q1 		$2.13M Buy
25,091
+1,719
+7% +$138K 0.17% 132
2021
Q4 		$2.18M Buy
23,372
+284
+1% +$24.5K 0.18% 126
2021
Q3 		$1.81M Buy
23,088
+4,246
+23% +$342K 0.16% 146
2021
Q2 		$1.38M Sell
18,842
-3,279
-15% -$246K 0.17% 138
2021
Q1 		$1.67M Buy
22,121
+4,730
+27% +$369K 0.18% 139
2020
Q4 		$1.34M Buy
17,391
+3,967
+30% +$297K 0.17% 151
2020
Q3 		$1.03K Sell
13,424
-1,428
-10% -$98.6K 0.14% 173
2020
Q2 		$892K Buy
14,852
+348
+2% +$20.8K 0.14% 176
2020
Q1 		$873K Buy
14,504
+1,240
+9% +$77.9K 0.18% 149
2019
Q4 		$800K Buy
+13,264
New +$774K 0.14% 222
2019
Q2 		– Sell
-8,040
Closed -$389 – 342
2019
Q1 		$389 Sell
8,040
-432
-5% -$19.8K 0.1% 243
2018
Q4 		$368K Sell
8,472
-2,128
-20% -$93.1K 0.09% 273
2018
Q3 		$444K Buy
10,600
+5,548
+110% +$236K 0.06% 353
2018
Q2 		$211K Hold
5,052
– – 0.06% 353
2018
Q1 		$206K Sell
5,052
-24,968
-83% -$963K 0.06% 348
2017
Q4 		$1.17M Buy
30,020
+1,800
+6% +$69.5K 0.29% 110
2017
Q3 		$1.03M Sell
28,220
-1,740
-6% -$63.7K 0.34% 94
2017
Q2 		$1.05M Sell
29,960
-2,280
-7% -$77.9K 0.38% 82
2017
Q1 		$1.03M Buy
32,240
+5,072
+19% +$159K 0.41% 75
2016
Q4 		$811K Buy
27,168
+160
+0.6% +$4.78K 0.4% 81
2016
Q3 		$826K Sell
27,008
-800
-3% -$25.2K 0.41% 83
2016
Q2 		$907K Sell
27,808
-1,600
-5% -$48K 0.49% 61
2016
Q1 		$810K Buy
29,408
+2,020
+7% +$56.7K 0.52% 57
2015
Q4 		$711K Sell
27,388
-256
-0.9% -$6.48K 0.5% 62
2015
Q3 		$677K Buy
27,644
+1,544
+6% +$39.3K 0.43% 64
2015
Q2 		$640K Sell
26,100
-148
-0.6% -$3.76K 0.4% 71
2015
Q1 		$683K Hold
26,248
– – 0.44% 64
2014
Q4 		$697K Buy
+26,248
New +$663K 0.4% 68

Other funds holding NEE

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
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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

Koshinski Asset Management's NEE Position: Q2 2026 in Review

Koshinski Asset Management reduced its NextEra Energy (NEE) stake by 6.4% in Q2 2026, selling an estimated $140K and leaving 22,769 shares worth $2M. The position accounts for 0.11% of the portfolio, ranked #180.

Koshinski Asset Management first reported a position in NEE in Q4 2014 and has held it in 45 quarters since. The position peaked at $1.64B in Q4 2024. 1,279 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Koshinski Asset Management held 22,769 shares of NextEra Energy worth $2M as of Q2 2026.
  • Koshinski Asset Management sold 1,547 NextEra Energy shares in Q2 2026, an estimated $140K.
  • NextEra Energy made up 0.11% of Koshinski Asset Management's portfolio in Q2 2026, its #180 holding.
  • Koshinski Asset Management first reported a position in NextEra Energy in Q4 2014 and has held it in 45 quarters since.
  • Koshinski Asset Management's NextEra Energy position peaked at $1.64B in Q4 2024.
  • 1,279 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.