Kovack Advisors’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.61M | Sell |
18,471
-196
| -1% | -$17.7K | 0.08% | 257 |
|
|
2026
Q1 | $1.73M | Sell |
18,667
-9,524
| -34% | -$847K | 0.09% | 218 |
|
|
2025
Q4 | $2.26M | Buy |
28,191
+8,915
| +46% | +$738K | 0.11% | 175 |
|
|
2025
Q3 | $1.46M | Sell |
19,276
-2,937
| -13% | -$215K | 0.14% | 147 |
|
|
2025
Q2 | $1.54M | Sell |
22,213
-2,911
| -12% | -$202K | 0.15% | 128 |
|
|
2025
Q1 | $1.78M | Buy |
25,124
+675
| +3% | +$47.6K | 0.19% | 104 |
|
|
2024
Q4 | $1.75M | Buy |
24,449
+4,332
| +22% | +$337K | 0.17% | 100 |
|
|
2024
Q3 | $1.7M | Sell |
20,117
-249
| -1% | -$19.4K | 0.18% | 103 |
|
|
2024
Q2 | $1.44M | Buy |
20,366
+46
| +0.2% | +$3.26K | 0.16% | 128 |
|
|
2024
Q1 | $1.3M | Buy |
20,320
+11,860
| +140% | +$695K | 0.16% | 123 |
|
|
2023
Q4 | $514K | Sell |
8,460
-1,507
| -15% | -$85.9K | 0.06% | 292 |
|
|
2023
Q3 | $571K | Sell |
9,967
-312
| -3% | -$21.6K | 0.08% | 233 |
|
|
2023
Q2 | $763K | Buy |
10,279
+443
| +5% | +$33.5K | 0.1% | 201 |
|
|
2023
Q1 | $758K | Sell |
9,836
-2,974
| -23% | -$229K | 0.1% | 199 |
|
|
2022
Q4 | $1.07M | Sell |
12,810
-5,622
| -31% | -$454K | 0.16% | 136 |
|
|
2022
Q3 | $1.45M | Sell |
18,432
-10,401
| -36% | -$882K | 0.21% | 104 |
|
|
2022
Q2 | $2.23M | Sell |
28,833
-5,959
| -17% | -$454K | 0.29% | 78 |
|
|
2022
Q1 | $2.95M | Sell |
34,792
-3,571
| -9% | -$286K | 0.3% | 64 |
|
|
2021
Q4 | $3.58M | Sell |
38,363
-4,928
| -11% | -$426K | 0.35% | 61 |
|
|
2021
Q3 | $3.4M | Buy |
43,291
+307
| +0.7% | +$24.8K | 0.37% | 66 |
|
|
2021
Q2 | $3.15M | Buy |
42,984
+544
| +1% | +$40.8K | 0.36% | 67 |
|
|
2021
Q1 | $3.21M | Buy |
42,440
+1,654
| +4% | +$129K | 0.42% | 58 |
|
|
2020
Q4 | $3.15M | Buy |
40,786
+1,574
| +4% | +$118K | 0.45% | 43 |
|
|
2020
Q3 | $2.72M | Sell |
39,212
-6,300
| -14% | -$435K | 0.48% | 41 |
|
|
2020
Q2 | $2.73M | Sell |
45,512
-20,712
| -31% | -$1.24M | 0.53% | 41 |
|
|
2020
Q1 | $3.98M | Buy |
66,224
+17,348
| +35% | +$1.09M | 0.92% | 14 |
|
|
2019
Q4 | $2.96M | Buy |
48,876
+15,072
| +45% | +$880K | 0.53% | 38 |
|
|
2019
Q3 | $1.97M | Buy |
33,804
+12,352
| +58% | +$668K | 0.4% | 61 |
|
|
2019
Q2 | $1.1M | Buy |
21,452
+8,864
| +70% | +$436K | 0.25% | 99 |
|
|
2019
Q1 | $608K | Buy |
12,588
+1,556
| +14% | +$71.1K | 0.15% | 162 |
|
|
2018
Q4 | $479K | Buy |
11,032
+800
| +8% | +$35K | 0.14% | 174 |
|
|
2018
Q3 | $429K | Buy |
10,232
+456
| +5% | +$19.4K | 0.11% | 223 |
|
|
2018
Q2 | $408K | Buy |
9,776
+1,404
| +17% | +$56.7K | 0.11% | 213 |
|
|
2018
Q1 | $342K | Sell |
8,372
-3,644
| -30% | -$141K | 0.09% | 273 |
|
|
2017
Q4 | $469K | Buy |
12,016
+2,516
| +26% | +$97.1K | 0.12% | 201 |
|
|
2017
Q3 | $348K | Buy |
9,500
+132
| +1% | +$4.83K | 0.12% | 208 |
|
|
2017
Q2 | $328K | Buy |
+9,368
| New | +$320K | 0.1% | 225 |
|
|
2016
Q4 | – | Sell |
-8,304
| Closed | -$254K | – | 291 |
|
|
2016
Q3 | $254K | Buy |
8,304
+1,420
| +21% | +$44.7K | 0.12% | 189 |
|
|
2016
Q2 | $224K | Buy |
+6,884
| New | +$207K | 0.12% | 208 |
|
Other funds holding NEE
Kovack Advisors's NEE Position: Q2 2026 in Review
Kovack Advisors reduced its NextEra Energy (NEE) stake by 1% in Q2 2026, selling an estimated $17.7K and leaving 18,471 shares worth $1.61M. The position accounts for 0.08% of the portfolio, ranked #257.
Kovack Advisors first reported a position in NEE in Q2 2016 and has held it in 39 quarters since. The position peaked at $3.98M in Q1 2020. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.
- Kovack Advisors held 18,471 shares of NextEra Energy worth $1.61M as of Q2 2026.
- Kovack Advisors sold 196 NextEra Energy shares in Q2 2026, an estimated $17.7K.
- NextEra Energy made up 0.08% of Kovack Advisors's portfolio in Q2 2026, its #257 holding.
- Kovack Advisors first reported a position in NextEra Energy in Q2 2016 and has held it in 39 quarters since.
- Kovack Advisors's NextEra Energy position peaked at $3.98M in Q1 2020.
- 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.
Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.