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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cahaba Wealth Management's NEE Position: Q1 2026 in Review

Cahaba Wealth Management increased its NextEra Energy (NEE) stake by 1.8% in Q1 2026, buying an estimated $7.74K and bringing the position to 4,893 shares worth $454K. The position accounts for 0.03% of the portfolio, ranked #104.

Cahaba Wealth Management first reported a position in NEE in Q3 2023 and has held it in 11 quarters since. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Cahaba Wealth Management held 4,893 shares of NextEra Energy worth $454K as of Q1 2026.
  • Cahaba Wealth Management bought 87 NextEra Energy shares in Q1 2026, an estimated $7.74K.
  • NextEra Energy made up 0.03% of Cahaba Wealth Management's portfolio in Q1 2026, its #104 holding.
  • Cahaba Wealth Management first reported a position in NextEra Energy in Q3 2023 and has held it in 11 quarters since.
  • 3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Cahaba Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.