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 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 $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

Cardiff Park Advisors's NEE Position: Q1 2026 in Review

Cardiff Park Advisors reduced its NextEra Energy (NEE) stake by 0.94% in Q1 2026, selling an estimated $4.89K and leaving 5,781 shares worth $537K. The position accounts for 0.04% of the portfolio, ranked #172.

Cardiff Park Advisors first reported a position in NEE in Q4 2021 and has held it in 18 quarters since. The position peaked at $780K in Q4 2021. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Cardiff Park Advisors held 5,781 shares of NextEra Energy worth $537K as of Q1 2026.
Cardiff Park Advisors sold 55 NextEra Energy shares in Q1 2026, an estimated $4.89K.
NextEra Energy made up 0.04% of Cardiff Park Advisors's portfolio in Q1 2026, its #172 holding.
Cardiff Park Advisors first reported a position in NextEra Energy in Q4 2021 and has held it in 18 quarters since.
Cardiff Park Advisors's NextEra Energy position peaked at $780K in Q4 2021.
3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Cardiff Park Advisors's 13F filing for Q1 2026, filed 15 May 2026.