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Sandy Cove Advisors’s NextEra Energy NEE Stock Holding History

Sandy Cove 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
2026
Q2 		$209K Buy
+2,381
New +$215K 0.05% 156
2022
Q2 		– Sell
-103
Closed -$9K – 278
2022
Q1 		$9K Buy
103
+20
+24% +$1.6K 0.01% 327
2021
Q4 		$8K Buy
+83
New +$7.17K 0.01% 306

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

Sandy Cove Advisors's NEE Position: Q2 2026 in Review

Sandy Cove Advisors opened a new position in NextEra Energy (NEE) in Q2 2026: 2,381 shares worth $209K. The stake represents 0.05% of the portfolio and ranks #156 among its holdings. This is a return to the name: Sandy Cove Advisors previously reported a position in NEE as recently as Q1 2022.

Sandy Cove Advisors first reported a position in NEE in Q4 2021 and has held it in 3 quarters since. 740 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Sandy Cove Advisors held 2,381 shares of NextEra Energy worth $209K as of Q2 2026.
  • NextEra Energy was a new Sandy Cove Advisors position in Q2 2026.
  • NextEra Energy made up 0.05% of Sandy Cove Advisors's portfolio in Q2 2026, its #156 holding.
  • Sandy Cove Advisors first reported a position in NextEra Energy in Q4 2021 and has held it in 3 quarters since.
  • 740 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Sandy Cove Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.