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Cahill Financial Advisors’s NextEra Energy NEE Stock Holding History

Cahill Financial 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 		$465K Buy
5,292
+30
+0.6% +$2.71K 0.04% 191
2026
Q1 		$489K Buy
5,262
+395
+8% +$35.1K 0.05% 180
2025
Q4 		$391K Buy
4,867
+9
+0.2% +$745 0.04% 207
2025
Q3 		$367K Buy
4,858
+18
+0.4% +$1.31K 0.04% 205
2025
Q2 		$336K Buy
4,840
+421
+10% +$29.2K 0.04% 218
2025
Q1 		$313K Sell
4,419
-686
-13% -$48.4K 0.04% 212
2024
Q4 		$366K Sell
5,105
-1,506
-23% -$117K 0.05% 191
2024
Q3 		$559K Buy
6,611
+533
+9% +$41.6K 0.08% 154
2024
Q2 		$430K Buy
6,078
+92
+2% +$6.53K 0.06% 185
2024
Q1 		$383K Buy
5,986
+2,012
+51% +$118K 0.05% 192
2023
Q4 		$241K Sell
3,974
-25
-0.6% -$1.43K 0.04% 221
2023
Q3 		$229K Sell
3,999
-16
-0.4% -$1.11K 0.04% 222
2023
Q2 		$298K Buy
4,015
+26
+0.7% +$1.97K 0.05% 198
2023
Q1 		$307K Buy
3,989
+307
+8% +$23.6K 0.05% 193
2022
Q4 		$308K Sell
3,682
-27
-0.7% -$2.18K 0.06% 182
2022
Q3 		$291K Buy
3,709
+53
+1% +$4.5K 0.06% 183
2022
Q2 		$283K Sell
3,656
-6
-0.2% -$457 0.06% 183
2022
Q1 		$310K Buy
3,662
+3
+0.1% +$240 0.06% 185
2021
Q4 		$342K Buy
3,659
+3
+0.1% +$259 0.07% 183
2021
Q3 		$287K Buy
3,656
+3
+0.1% +$242 0.06% 193
2021
Q2 		$268K Sell
3,653
-61
-2% -$4.58K 0.06% 182
2021
Q1 		$281K Buy
3,714
+28
+0.8% +$2.19K 0.07% 177
2020
Q4 		$284K Buy
3,686
+2
+0.1% +$150 0.07% 168
2020
Q3 		$256K Buy
3,684
+4
+0.1% +$276 0.09% 145
2020
Q2 		$221K Sell
3,680
-188
-5% -$11.3K 0.09% 150
2020
Q1 		$233K Buy
3,868
+52
+1% +$3.27K 0.11% 133
2019
Q4 		$232K Buy
3,816
+4
+0.1% +$234 0.08% 147
2019
Q3 		$223K Buy
+3,812
New +$206K 0.09% 147

Other funds holding NEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cahill Financial Advisors's NEE Position: Q2 2026 in Review

Cahill Financial Advisors increased its NextEra Energy (NEE) stake by 0.57% in Q2 2026, buying an estimated $2.71K and bringing the position to 5,292 shares worth $465K. The position accounts for 0.04% of the portfolio, ranked #191.

Cahill Financial Advisors first reported a position in NEE in Q3 2019 and has held it in 28 quarters since. The position peaked at $559K in Q3 2024. 3,051 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Cahill Financial Advisors held 5,292 shares of NextEra Energy worth $465K as of Q2 2026.
  • Cahill Financial Advisors bought 30 NextEra Energy shares in Q2 2026, an estimated $2.71K.
  • NextEra Energy made up 0.04% of Cahill Financial Advisors's portfolio in Q2 2026, its #191 holding.
  • Cahill Financial Advisors first reported a position in NextEra Energy in Q3 2019 and has held it in 28 quarters since.
  • Cahill Financial Advisors's NextEra Energy position peaked at $559K in Q3 2024.
  • 3,051 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Cahill Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.