KA
NEE icon

Kovack Advisors’s NextEra Energy NEE Stock Holding History

Kovack 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
2021
Q1 		– Sell
-20
Closed -$27K – 683
2020
Q4 		$27K Hold
20
– – ﹤0.01% 580
2020
Q3 		$16K Sell
20
-20
-50% -$1.38K ﹤0.01% 496
2020
Q2 		$11K Buy
+40
New +$2.39K ﹤0.01% 476

Other funds holding NEE

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
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

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. 1,293 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.
  • 1,293 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.