Cardinal Strategic Wealth Guidance’s NextEra Energy NEE Stock Holding History

Cardinal Strategic Wealth Guidance’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	$241K	Sell	2,598 -660	-20%	-$58.7K	0.06%	49
2025 Q4	$262K	Hold	3,258	–	–	0.07%	50
2025 Q3	$246K	Hold	3,258	–	–	0.07%	48
2025 Q2	$226K	Hold	3,258	–	–	0.07%	51
2025 Q1	$231K	Sell	3,258 -1,564	-32%	-$110K	0.07%	47
2024 Q4	$346K	Hold	4,822	–	–	0.11%	49
2024 Q3	$408K	Buy	+4,822	New	+$376K	0.13%	39

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

Cardinal Strategic Wealth Guidance's NEE Position: Q1 2026 in Review

Cardinal Strategic Wealth Guidance reduced its NextEra Energy (NEE) stake by 20% in Q1 2026, selling an estimated $58.7K and leaving 2,598 shares worth $241K. The position accounts for 0.06% of the portfolio, ranked #49.

Cardinal Strategic Wealth Guidance first reported a position in NEE in Q3 2024 and has held it in 7 quarters since. The position peaked at $408K in Q3 2024. 3,028 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Cardinal Strategic Wealth Guidance held 2,598 shares of NextEra Energy worth $241K as of Q1 2026.
Cardinal Strategic Wealth Guidance sold 660 NextEra Energy shares in Q1 2026, an estimated $58.7K.
NextEra Energy made up 0.06% of Cardinal Strategic Wealth Guidance's portfolio in Q1 2026, its #49 holding.
Cardinal Strategic Wealth Guidance first reported a position in NextEra Energy in Q3 2024 and has held it in 7 quarters since.
Cardinal Strategic Wealth Guidance's NextEra Energy position peaked at $408K in Q3 2024.
3,028 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Cardinal Strategic Wealth Guidance's 13F filing for Q1 2026, filed 20 Apr 2026.