Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s NextEra Energy NEE Stock Holding History

Carson Wealth (CWM LLC)’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 		$24.3M Buy
261,178
+3,038
+1% +$270K 0.06% 286
2025
Q4 		$20.7M Buy
258,140
+24,647
+11% +$2.04M 0.06% 303
2025
Q3 		$17.6M Buy
233,493
+18,421
+9% +$1.35M 0.05% 305
2025
Q2 		$14.9M Sell
215,072
-202,626
-49% -$14.1M 0.05% 305
2025
Q1 		$29.6M Buy
417,698
+110,842
+36% +$7.82M 0.12% 160
2024
Q4 		$22M Sell
306,856
-4,790
-2% -$372K 0.09% 193
2024
Q3 		$26.3M Sell
311,646
-12,563
-4% -$980K 0.11% 166
2024
Q2 		$23M Sell
324,209
-8,516
-3% -$604K 0.11% 180
2024
Q1 		$21.3M Buy
332,725
+4,914
+1% +$288K 0.1% 189
2023
Q4 		$19.9M Sell
327,811
-11,583
-3% -$660K 0.11% 184
2023
Q3 		$19.4M Sell
339,394
-14,361
-4% -$994K 0.12% 157
2023
Q2 		$26.2M Sell
353,755
-19,022
-5% -$1.44M 0.16% 122
2023
Q1 		$28.7M Buy
372,777
+7,344
+2% +$565K 0.19% 106
2022
Q4 		$30.6M Buy
365,433
+15,627
+4% +$1.26M 0.23% 94
2022
Q3 		$27.4M Buy
349,806
+11,153
+3% +$946K 0.22% 96
2022
Q2 		$26.2M Buy
338,653
+27,450
+9% +$2.09M 0.2% 100
2022
Q1 		$26.4M Buy
311,203
+13,018
+4% +$1.04M 0.19% 107
2021
Q4 		$27.8M Buy
+298,185
New +$25.8M 0.2% 105
2021
Q2 		$2.53M Hold
34,580
– – 0.02% 375
2021
Q1 		$2.53M Hold
34,580
– – 0.02% 375
2020
Q4 		$2.53M Sell
34,580
-103,740
-75% -$7.76M 0.02% 375
2020
Q3 		$2.53M Hold
138,320
– – 0.02% 375
2020
Q2 		$2.53M Hold
138,320
– – 0.02% 375
2020
Q1 		$2.53M Hold
138,320
– – 0.02% 375
2019
Q4 		$2.53M Hold
138,320
– – 0.02% 375
2019
Q3 		$2.53M Hold
138,320
– – 0.02% 375
2019
Q2 		$2.53M Hold
138,320
– – 0.02% 375
2019
Q1 		$2.53M Buy
138,320
+116,184
+525% +$5.31M 0.02% 375
2018
Q4 		$962K Buy
22,136
+8,780
+66% +$384K 0.02% 379
2018
Q3 		$560K Buy
13,356
+1,404
+12% +$59.8K 0.01% 373
2018
Q2 		$499K Buy
11,952
+9,108
+320% +$368K 0.02% 334
2018
Q1 		$116K Buy
2,844
+28
+1% +$1.08K ﹤0.01% 430
2017
Q4 		$110K Sell
2,816
-168
-6% -$6.49K ﹤0.01% 416
2017
Q3 		$109K Buy
2,984
+1,264
+73% +$46.3K 0.01% 405
2017
Q2 		$60K Buy
1,720
+104
+6% +$3.56K ﹤0.01% 449
2017
Q1 		$52K Sell
1,616
-160
-9% -$5.03K ﹤0.01% 454
2016
Q4 		$53K Sell
1,776
-20
-1% -$598 ﹤0.01% 443
2016
Q3 		$55K Hold
1,796
– – ﹤0.01% 406
2016
Q2 		$59K Hold
1,796
– – ﹤0.01% 360
2016
Q1 		$53K Hold
1,796
– – ﹤0.01% 337
2015
Q4 		$47K Sell
1,796
-108
-6% -$2.73K ﹤0.01% 319
2015
Q3 		$46K Buy
+1,904
New +$48.4K ﹤0.01% 292

Other funds holding NEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Carson Wealth (CWM LLC)'s NEE Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its NextEra Energy (NEE) stake by 1.2% in Q1 2026, buying an estimated $270K and bringing the position to 261,178 shares worth $24.3M. The position accounts for 0.06% of the portfolio, ranked #286.

Carson Wealth (CWM LLC) first reported a position in NEE in Q3 2015 and has held it in 42 quarters since. The position peaked at $30.6M in Q4 2022. 3,033 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Carson Wealth (CWM LLC) held 261,178 shares of NextEra Energy worth $24.3M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 3,038 NextEra Energy shares in Q1 2026, an estimated $270K.
  • NextEra Energy made up 0.06% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #286 holding.
  • Carson Wealth (CWM LLC) first reported a position in NextEra Energy in Q3 2015 and has held it in 42 quarters since.
  • Carson Wealth (CWM LLC)'s NextEra Energy position peaked at $30.6M in Q4 2022.
  • 3,033 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.