Canandaigua National Corp’s NextEra Energy NEE Stock Holding History

Canandaigua National Corp’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	$7.31M	Buy	+78,709	New	+$7M	0.65%	31
2022 Q4	$7.24M	Sell	86,577 -386	-0.4%	-$31.2K	1.23%	17
2022 Q3	$6.82M	Buy	86,963 +5,878	+7%	+$499K	1.21%	21
2022 Q2	$6.28M	Sell	81,085 -1,531	-2%	-$117K	1.11%	23
2022 Q1	$7M	Sell	82,616 -556	-0.7%	-$44.6K	1.06%	20
2021 Q4	$7.76M	Sell	83,172 -1,270	-2%	-$110K	1.15%	16
2021 Q3	$6.63M	Buy	84,442 +4,006	+5%	+$323K	1.08%	20
2021 Q2	$5.89M	Sell	80,436 -1,932	-2%	-$145K	0.96%	30
2021 Q1	$6.23M	Sell	82,368 -10,061	-11%	-$785K	1.05%	21
2020 Q4	$7.13M	Sell	92,429 -9,311	-9%	-$697K	1.25%	15
2020 Q3	$7.06M	Sell	101,740 -604	-0.6%	-$41.7K	1.25%	17
2020 Q2	$6.14M	Buy	+102,344	New	+$6.13M	1.13%	23

Other funds holding NEE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Canandaigua National Corp's NEE Position: Q1 2026 in Review

Canandaigua National Corp opened a new position in NextEra Energy (NEE) in Q1 2026: 78,709 shares worth $7.31M. The stake represents 0.65% of the portfolio and ranks #31 among its holdings. This is a return to the name: Canandaigua National Corp previously reported a position in NEE as recently as Q4 2022.

Canandaigua National Corp first reported a position in NEE in Q2 2020 and has held it in 12 quarters since. The position peaked at $7.76M in Q4 2021. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Canandaigua National Corp held 78,709 shares of NextEra Energy worth $7.31M as of Q1 2026.
NextEra Energy was a new Canandaigua National Corp position in Q1 2026.
NextEra Energy made up 0.65% of Canandaigua National Corp's portfolio in Q1 2026, its #31 holding.
Canandaigua National Corp first reported a position in NextEra Energy in Q2 2020 and has held it in 12 quarters since.
Canandaigua National Corp's NextEra Energy position peaked at $7.76M in Q4 2021.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Canandaigua National Corp's 13F filing for Q1 2026, filed 8 Apr 2026.