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 Q2	$228K	Hold	2,598	–	–	0.05%	55
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Cardinal Strategic Wealth Guidance's NEE Position: Q2 2026 in Review

Cardinal Strategic Wealth Guidance held its NextEra Energy (NEE) position steady in Q2 2026 at 2,598 shares worth $228K. The position accounts for 0.05% of the portfolio, ranked #55.

Cardinal Strategic Wealth Guidance first reported a position in NEE in Q3 2024 and has held it in 8 quarters since. The position peaked at $408K in Q3 2024. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Cardinal Strategic Wealth Guidance held 2,598 shares of NextEra Energy worth $228K as of Q2 2026.
Cardinal Strategic Wealth Guidance left its NextEra Energy share count unchanged in Q2 2026.
NextEra Energy made up 0.05% of Cardinal Strategic Wealth Guidance's portfolio in Q2 2026, its #55 holding.
Cardinal Strategic Wealth Guidance first reported a position in NextEra Energy in Q3 2024 and has held it in 8 quarters since.
Cardinal Strategic Wealth Guidance's NextEra Energy position peaked at $408K in Q3 2024.
3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Cardinal Strategic Wealth Guidance's 13F filing for Q2 2026, filed 30 Jul 2026.