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Nova R Wealth’s NextEra Energy NEE Stock Holding History

Nova R Wealth’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 		$1.59M Sell
18,143
-72
-0.4% -$6.51K 0.46% 37
2026
Q1 		$1.69M Sell
18,215
-77
-0.4% -$6.85K 0.54% 35
2025
Q4 		$1.47M Buy
18,292
+9
+0% +$745 0.54% 36
2025
Q3 		$1.38M Buy
18,283
+149
+0.8% +$10.9K 0.59% 28
2025
Q2 		$1.26M Buy
18,134
+2
+0% +$139 0.59% 34
2025
Q1 		$1.29M Buy
18,132
+8
+0% +$565 0.64% 33
2024
Q4 		$1.3M Sell
18,124
-296
-2% -$23K 0.66% 32
2024
Q3 		$1.56M Sell
18,420
-2
-0% -$156 0.77% 27
2024
Q2 		$1.3M Sell
18,422
-611
-3% -$43.4K 0.67% 31
2024
Q1 		$1.22M Sell
19,033
-518
-3% -$30.3K 0.64% 31
2023
Q4 		$1.19M Sell
19,551
-89
-0.5% -$5.07K 0.75% 27
2023
Q3 		$1.13M Sell
19,640
-83
-0.4% -$5.75K 0.78% 27
2023
Q2 		$1.46M Sell
19,723
-2,177
-10% -$165K 0.98% 21
2023
Q1 		$1.69M Buy
21,900
+2,583
+13% +$199K 1.14% 19
2022
Q4 		$1.61M Sell
19,317
-154
-0.8% -$12.4K 1.18% 16
2022
Q3 		$1.53M Sell
19,471
-77
-0.4% -$6.53K 1.24% 20
2022
Q2 		$1.51M Buy
19,548
+836
+4% +$63.6K 1.25% 19
2022
Q1 		$1.58M Buy
18,712
+1,056
+6% +$84.6K 1.35% 17
2021
Q4 		$1.65M Buy
+17,656
New +$1.53M 1.33% 17

Other funds holding NEE

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Nova R Wealth's NEE Position: Q2 2026 in Review

Nova R Wealth reduced its NextEra Energy (NEE) stake by 0.4% in Q2 2026, selling an estimated $6.51K and leaving 18,143 shares worth $1.59M. The position accounts for 0.46% of the portfolio, ranked #37.

Nova R Wealth first reported a position in NEE in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.69M in Q1 2026. 645 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Nova R Wealth held 18,143 shares of NextEra Energy worth $1.59M as of Q2 2026.
  • Nova R Wealth sold 72 NextEra Energy shares in Q2 2026, an estimated $6.51K.
  • NextEra Energy made up 0.46% of Nova R Wealth's portfolio in Q2 2026, its #37 holding.
  • Nova R Wealth first reported a position in NextEra Energy in Q4 2021 and has held it in 19 quarters since.
  • Nova R Wealth's NextEra Energy position peaked at $1.69M in Q1 2026.
  • 645 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Nova R Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.