Cardiff Park Advisors’s NextEra Energy NEE Stock Holding History

Cardiff Park 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	$507K	Hold	5,781	–	–	0.04%	174
2026 Q1	$537K	Sell	5,781 -55	-0.9%	-$4.89K	0.04%	172
2025 Q4	$469K	Sell	5,836 -700	-11%	-$58K	0.04%	181
2025 Q3	$493K	Buy	6,536 +55	+0.8%	+$4.02K	0.04%	187
2025 Q2	$450K	Hold	6,481	–	–	0.04%	181
2025 Q1	$459K	Sell	6,481 -151	-2%	-$10.7K	0.04%	173
2024 Q4	$475K	Hold	6,632	–	–	0.05%	163
2024 Q3	$561K	Sell	6,632 -48	-0.7%	-$3.75K	0.05%	153
2024 Q2	$473K	Hold	6,680	–	–	0.05%	162
2024 Q1	$427K	Hold	6,680	–	–	0.04%	176
2023 Q4	$406K	Hold	6,680	–	–	0.04%	163
2023 Q3	$383K	Hold	6,680	–	–	0.05%	159
2023 Q2	$496K	Buy	6,680 +268	+4%	+$20.3K	0.06%	148
2023 Q1	$494K	Hold	6,412	–	–	0.06%	141
2022 Q4	$536K	Sell	6,412 -1,708	-21%	-$138K	0.07%	135
2022 Q3	$637K	Sell	8,120 -114	-1%	-$9.67K	0.1%	114
2022 Q2	$638K	Sell	8,234 -178	-2%	-$13.6K	0.1%	116
2022 Q1	$713K	Buy	8,412 +58	+0.7%	+$4.65K	0.1%	106
2021 Q4	$780K	Buy	+8,354	New	+$722K	0.1%	101

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 $3.37T AUM 44.26% 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

Cardiff Park Advisors's NEE Position: Q2 2026 in Review

Cardiff Park Advisors held its NextEra Energy (NEE) position steady in Q2 2026 at 5,781 shares worth $507K. The position accounts for 0.04% of the portfolio, ranked #174.

Cardiff Park Advisors first reported a position in NEE in Q4 2021 and has held it in 19 quarters since. The position peaked at $780K in Q4 2021. 3,048 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Cardiff Park Advisors held 5,781 shares of NextEra Energy worth $507K as of Q2 2026.
Cardiff Park Advisors left its NextEra Energy share count unchanged in Q2 2026.
NextEra Energy made up 0.04% of Cardiff Park Advisors's portfolio in Q2 2026, its #174 holding.
Cardiff Park Advisors first reported a position in NextEra Energy in Q4 2021 and has held it in 19 quarters since.
Cardiff Park Advisors's NextEra Energy position peaked at $780K in Q4 2021.
3,048 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Cardiff Park Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.