CSPIA
NEE icon

Cary Street Partners Investment Advisory’s NextEra Energy NEE Stock Holding History

Cary Street Partners Investment Advisory’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 		$891K Buy
10,150
+21
+0.2% +$1.9K 0.18% 126
2026
Q1 		$941K Buy
10,129
+159
+2% +$14.1K 0.24% 101
2025
Q4 		$800K Buy
9,970
+987
+11% +$81.8K 0.22% 115
2025
Q3 		$678K Buy
8,983
+248
+3% +$18.1K 0.28% 73
2025
Q2 		$606K Buy
8,735
+258
+3% +$17.9K 0.29% 75
2025
Q1 		$601K Buy
8,477
+326
+4% +$23K 0.35% 63
2024
Q4 		$584K Sell
8,151
-13,765
-63% -$1.07M 0.38% 61
2024
Q3 		$1.85M Sell
21,916
-1,955
-8% -$153K 0.07% 279
2024
Q2 		$1.69M Buy
23,871
+1,044
+5% +$74.1K 0.07% 278
2024
Q1 		$1.46M Buy
22,827
+2,800
+14% +$164K 0.06% 289
2023
Q4 		$1.22M Buy
20,027
+7,247
+57% +$413K 0.06% 289
2023
Q3 		$732K Buy
12,780
+1,466
+13% +$101K 0.04% 349
2023
Q2 		$839K Hold
11,314
– – 0.05% 281
2023
Q1 		$872K Sell
11,314
-1,919
-15% -$148K 0.06% 258
2022
Q4 		$1.11M Buy
13,233
+118
+0.9% +$9.53K 0.08% 222
2022
Q3 		$1.03M Buy
13,115
+2,328
+22% +$197K 0.08% 223
2022
Q2 		$836K Buy
10,787
+7,195
+200% +$548K 0.07% 231
2022
Q1 		$304K Buy
3,592
+1,282
+55% +$103K 0.08% 210
2021
Q4 		$216K Sell
2,310
-394
-15% -$34.1K 0.06% 247
2021
Q3 		$212K Sell
2,704
-93
-3% -$7.5K 0.07% 231
2021
Q2 		$205K Buy
2,797
+11
+0.4% +$826 0.07% 238
2021
Q1 		$211K Sell
2,786
-16,019
-85% -$1.25M 0.09% 199
2020
Q4 		$1.45M Buy
18,805
+15,309
+438% +$1.15M 0.28% 92
2020
Q3 		$243K Buy
+3,496
New +$241K 0.05% 239

Other funds holding NEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Cary Street Partners Investment Advisory's NEE Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its NextEra Energy (NEE) stake by 0.21% in Q2 2026, buying an estimated $1.9K and bringing the position to 10,150 shares worth $891K. The position accounts for 0.18% of the portfolio, ranked #126.

Cary Street Partners Investment Advisory first reported a position in NEE in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.85M in Q3 2024. 2,281 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Cary Street Partners Investment Advisory held 10,150 shares of NextEra Energy worth $891K as of Q2 2026.
  • Cary Street Partners Investment Advisory bought 21 NextEra Energy shares in Q2 2026, an estimated $1.9K.
  • NextEra Energy made up 0.18% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #126 holding.
  • Cary Street Partners Investment Advisory first reported a position in NextEra Energy in Q3 2020 and has held it in 24 quarters since.
  • Cary Street Partners Investment Advisory's NextEra Energy position peaked at $1.85M in Q3 2024.
  • 2,281 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.