Kozak & Associates
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Kozak & Associates’s NextEra Energy NEE Stock Holding History

Kozak & Associates’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
Q3 		$431K Sell
5,318
-64
-1% -$5.41K 0.08% 50
2026
Q2 		$465K Sell
5,382
-14
-0.3% -$1.27K 0.08% 50
2026
Q1 		$498K Sell
5,396
-16
-0.3% -$1.42K 0.1% 42
2025
Q4 		$432K Buy
5,412
+36
+0.7% +$2.98K 0.08% 48
2025
Q3 		$461K Sell
5,376
-117
-2% -$8.55K 0.09% 49
2025
Q2 		$405K Sell
5,493
-66
-1% -$4.58K 0.08% 50
2025
Q1 		$376K Buy
5,559
+257
+5% +$18.1K 0.09% 47
2024
Q4 		$382K Buy
5,302
+140
+3% +$10.9K 0.09% 50
2024
Q3 		$436K Sell
5,162
-11
-0.2% -$858 0.1% 48
2024
Q2 		$372K Buy
5,173
+36
+0.7% +$2.55K 0.09% 50
2024
Q1 		$393K Sell
5,137
-29
-0.6% -$1.7K 0.11% 51
2023
Q4 		$312K Sell
5,166
-14
-0.3% -$798 0.1% 60
2023
Q3 		$260K Buy
5,180
+81
+2% +$5.61K 0.1% 67
2023
Q2 		$379K Sell
5,099
-1,466
-22% -$111K 0.15% 56
2023
Q1 		$506K Sell
6,565
-81
-1% -$6.23K 0.23% 41
2022
Q4 		$556K Buy
6,646
+22
+0.3% +$1.78K 0.28% 33
2022
Q3 		$504K Buy
6,624
+22
+0.3% +$1.87K 0.32% 30
2022
Q2 		$511K Buy
6,602
+49
+0.7% +$3.73K 0.34% 29
2022
Q1 		$525K Hold
6,553
– – 0.34% 33
2021
Q4 		$525K Buy
6,553
+137
+2% +$11.8K 0.34% 33
2021
Q3 		$560K Buy
+6,416
New +$517K 0.33% 38
2020
Q4 		$485K Buy
+5,799
New +$434K 0.37% 31

Other funds holding NEE

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Kozak & Associates's NEE Position: Q3 2026 in Review

Kozak & Associates reduced its NextEra Energy (NEE) stake by 1.2% in Q3 2026, selling an estimated $5.41K and leaving 5,318 shares worth $431K. The position accounts for 0.08% of the portfolio, ranked #50.

Kozak & Associates first reported a position in NEE in Q4 2020 and has held it in 22 quarters since. The position peaked at $560K in Q3 2021. 2,004 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

  • Kozak & Associates held 5,318 shares of NextEra Energy worth $431K as of Q3 2026.
  • Kozak & Associates sold 64 NextEra Energy shares in Q3 2026, an estimated $5.41K.
  • NextEra Energy made up 0.08% of Kozak & Associates's portfolio in Q3 2026, its #50 holding.
  • Kozak & Associates first reported a position in NextEra Energy in Q4 2020 and has held it in 22 quarters since.
  • Kozak & Associates's NextEra Energy position peaked at $560K in Q3 2021.
  • 2,004 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Kozak & Associates's 13F filing for Q3 2026, filed 29 Oct 2026.