Nova Wealth Management’s NextEra Energy NEE Stock Holding History

Nova Wealth 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	$34.7K	Sell	395 -52	-12%	-$4.7K	0.02%	264
2026 Q1	$41.5K	Buy	447 +103	+30%	+$9.16K	0.03%	219
2025 Q4	$27.6K	Sell	344 -40	-10%	-$3.31K	0.02%	246
2025 Q3	$29K	Sell	384 -42	-10%	-$3.07K	0.02%	262
2025 Q2	$29.5K	Sell	426 -26	-6%	-$1.81K	0.02%	271
2025 Q1	$32K	Buy	+452	New	+$31.9K	0.03%	243

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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

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 Wealth Management's NEE Position: Q2 2026 in Review

Nova Wealth Management reduced its NextEra Energy (NEE) stake by 12% in Q2 2026, selling an estimated $4.7K and leaving 395 shares worth $34.7K. The position accounts for 0.02% of the portfolio, ranked #264.

Nova Wealth Management first reported a position in NEE in Q1 2025 and has held it in 6 quarters since. The position peaked at $41.5K in Q1 2026. 560 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Nova Wealth Management held 395 shares of NextEra Energy worth $34.7K as of Q2 2026.
Nova Wealth Management sold 52 NextEra Energy shares in Q2 2026, an estimated $4.7K.
NextEra Energy made up 0.02% of Nova Wealth Management's portfolio in Q2 2026, its #264 holding.
Nova Wealth Management first reported a position in NextEra Energy in Q1 2025 and has held it in 6 quarters since.
Nova Wealth Management's NextEra Energy position peaked at $41.5K in Q1 2026.
560 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

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