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Sovereign Financial Group’s NextEra Energy NEE Stock Holding History

Sovereign Financial Group’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 		$855K Sell
9,747
-233
-2% -$21.1K 0.13% 149
2026
Q1 		$927K Buy
9,980
+188
+2% +$16.7K 0.16% 120
2025
Q4 		$786K Buy
9,792
+113
+1% +$9.36K 0.14% 138
2025
Q3 		$731K Sell
9,679
-27
-0.3% -$1.97K 0.14% 137
2025
Q2 		$674K Buy
9,706
+330
+4% +$22.9K 0.14% 131
2025
Q1 		$665K Sell
9,376
-105
-1% -$7.41K 0.15% 124
2024
Q4 		$680K Sell
9,481
-57
-0.6% -$4.43K 0.16% 124
2024
Q3 		$806K Sell
9,538
-32
-0.3% -$2.5K 0.19% 105
2024
Q2 		$678K Buy
9,570
+22
+0.2% +$1.56K 0.17% 115
2024
Q1 		$610K Buy
9,548
+741
+8% +$43.4K 0.16% 124
2023
Q4 		$535K Buy
8,807
+346
+4% +$19.7K 0.16% 125
2023
Q3 		$485K Sell
8,461
-328
-4% -$22.7K 0.17% 125
2023
Q2 		$652K Buy
8,789
+1,192
+16% +$90.2K 0.21% 111
2023
Q1 		$586K Buy
7,597
+54
+0.7% +$4.15K 0.22% 112
2022
Q4 		$631K Buy
7,543
+382
+5% +$30.9K 0.25% 106
2022
Q3 		$561K Sell
7,161
-24
-0.3% -$2.04K 0.23% 101
2022
Q2 		$557K Buy
7,185
+113
+2% +$8.6K 0.22% 103
2022
Q1 		$599K Buy
7,072
+340
+5% +$27.2K 0.22% 105
2021
Q4 		$628K Sell
6,732
-154
-2% -$13.3K 0.25% 102
2021
Q3 		$541K Buy
6,886
+651
+10% +$52.5K 0.31% 79
2021
Q2 		$471K Hold
6,235
– – 0.29% 79
2021
Q1 		$471K Buy
6,235
+309
+5% +$24.1K 0.29% 77
2020
Q4 		$457K Buy
+5,926
New +$443K 0.33% 66

Other funds holding NEE

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Sovereign Financial Group's NEE Position: Q2 2026 in Review

Sovereign Financial Group reduced its NextEra Energy (NEE) stake by 2.3% in Q2 2026, selling an estimated $21.1K and leaving 9,747 shares worth $855K. The position accounts for 0.13% of the portfolio, ranked #149.

Sovereign Financial Group first reported a position in NEE in Q4 2020 and has held it in 23 quarters since. The position peaked at $927K in Q1 2026. 1,451 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Sovereign Financial Group held 9,747 shares of NextEra Energy worth $855K as of Q2 2026.
  • Sovereign Financial Group sold 233 NextEra Energy shares in Q2 2026, an estimated $21.1K.
  • NextEra Energy made up 0.13% of Sovereign Financial Group's portfolio in Q2 2026, its #149 holding.
  • Sovereign Financial Group first reported a position in NextEra Energy in Q4 2020 and has held it in 23 quarters since.
  • Sovereign Financial Group's NextEra Energy position peaked at $927K in Q1 2026.
  • 1,451 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.