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Williams & Novak’s NextEra Energy NEE Stock Holding History

Williams & Novak’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 		– Sell
-4,287
Closed -$398K – 152
2026
Q1 		$398K Sell
4,287
-590
-12% -$52.5K 0.3% 74
2025
Q4 		$392K Sell
4,877
-266
-5% -$22K 0.29% 77
2025
Q3 		$388K Buy
+5,143
New +$376K 0.3% 76

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

Williams & Novak's NEE Position: Q2 2026 in Review

Williams & Novak sold out of NextEra Energy (NEE) in Q2 2026, closing a stake of 4,287 shares — an estimated $398K sold.

Williams & Novak first reported a position in NEE in Q3 2025 and held it in 3 quarters. The position peaked at $398K in Q1 2026. 560 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Williams & Novak reported no remaining NextEra Energy position as of Q2 2026 after selling out during the quarter.
  • Williams & Novak sold 4,287 NextEra Energy shares in Q2 2026, an estimated $398K.
  • Williams & Novak first reported a position in NextEra Energy in Q3 2025 and held it in 3 quarters.
  • Williams & Novak's NextEra Energy position peaked at $398K in Q1 2026.
  • 560 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Williams & Novak's 13F filing for Q2 2026, filed 8 Jul 2026.