Cahaba Wealth Management’s NextEra Energy NEE Stock Holding History

Cahaba 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	$446K	Buy	5,085 +192	+4%	+$17.4K	0.03%	108
2026 Q1	$454K	Buy	4,893 +87	+2%	+$7.74K	0.03%	104
2025 Q4	$386K	Buy	4,806 +33	+0.7%	+$2.73K	0.03%	105
2025 Q3	$360K	Sell	4,773 -52	-1%	-$3.8K	0.03%	109
2025 Q2	$335K	Buy	4,825 +129	+3%	+$8.96K	0.03%	117
2025 Q1	$333K	Buy	4,696 +36	+0.8%	+$2.54K	0.03%	111
2024 Q4	$334K	Buy	4,660 +32	+0.7%	+$2.49K	0.03%	110
2024 Q3	$391K	Sell	4,628 -16	-0.3%	-$1.25K	0.03%	102
2024 Q2	$329K	Buy	4,644 +76	+2%	+$5.39K	0.03%	107
2024 Q1	$292K	Buy	4,568 +61	+1%	+$3.57K	0.03%	117
2023 Q4	$274K	Buy	4,507 +2	+0%	+$114	0.03%	117
2023 Q3	$258K	Buy	+4,505	New	+$312K	0.03%	117

Other funds holding NEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cahaba Wealth Management's NEE Position: Q2 2026 in Review

Cahaba Wealth Management increased its NextEra Energy (NEE) stake by 3.9% in Q2 2026, buying an estimated $17.4K and bringing the position to 5,085 shares worth $446K. The position accounts for 0.03% of the portfolio, ranked #108.

Cahaba Wealth Management first reported a position in NEE in Q3 2023 and has held it in 12 quarters since. The position peaked at $454K in Q1 2026. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Cahaba Wealth Management held 5,085 shares of NextEra Energy worth $446K as of Q2 2026.
Cahaba Wealth Management bought 192 NextEra Energy shares in Q2 2026, an estimated $17.4K.
NextEra Energy made up 0.03% of Cahaba Wealth Management's portfolio in Q2 2026, its #108 holding.
Cahaba Wealth Management first reported a position in NextEra Energy in Q3 2023 and has held it in 12 quarters since.
Cahaba Wealth Management's NextEra Energy position peaked at $454K in Q1 2026.
3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Cahaba Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.