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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
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 $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

Cahill Financial Advisors's NEE Position: Q1 2026 in Review

Cahill Financial Advisors increased its NextEra Energy (NEE) stake by 8.1% in Q1 2026, buying an estimated $35.1K and bringing the position to 5,262 shares worth $489K. The position accounts for 0.05% of the portfolio, ranked #180.

Cahill Financial Advisors first reported a position in NEE in Q3 2019 and has held it in 27 quarters since. The position peaked at $559K in Q3 2024. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Cahill Financial Advisors held 5,262 shares of NextEra Energy worth $489K as of Q1 2026.
  • Cahill Financial Advisors bought 395 NextEra Energy shares in Q1 2026, an estimated $35.1K.
  • NextEra Energy made up 0.05% of Cahill Financial Advisors's portfolio in Q1 2026, its #180 holding.
  • Cahill Financial Advisors first reported a position in NextEra Energy in Q3 2019 and has held it in 27 quarters since.
  • Cahill Financial Advisors's NextEra Energy position peaked at $559K in Q3 2024.
  • 3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Cahill Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.