Cascade Financial Partners’s NextEra Energy NEE Stock Holding History

Cascade Financial Partners’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	$1.69M	Sell	18,150 -1,285	-7%	-$114K	0.17%	88
2025 Q4	$1.56M	Sell	19,435 -3,713	-16%	-$308K	0.16%	91
2025 Q3	$1.75M	Buy	23,148 +60	+0.3%	+$4.38K	0.2%	87
2025 Q2	$1.6M	Sell	23,088 -196	-0.8%	-$13.6K	0.19%	86
2025 Q1	$1.65M	Sell	23,284 -1,451	-6%	-$102K	0.21%	83
2024 Q4	$1.77M	Buy	24,735 +1,050	+4%	+$81.6K	0.23%	67
2024 Q3	$1.98M	Sell	23,685 -1,960	-8%	-$153K	0.25%	68
2024 Q2	$1.82M	Sell	25,645 -46	-0.2%	-$3.26K	0.24%	69
2024 Q1	$1.62M	Buy	+25,691	New	+$1.51M	0.23%	69

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

Cascade Financial Partners's NEE Position: Q1 2026 in Review

Cascade Financial Partners reduced its NextEra Energy (NEE) stake by 6.6% in Q1 2026, selling an estimated $114K and leaving 18,150 shares worth $1.69M. The position accounts for 0.17% of the portfolio, ranked #88.

Cascade Financial Partners first reported a position in NEE in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.98M in Q3 2024. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Cascade Financial Partners held 18,150 shares of NextEra Energy worth $1.69M as of Q1 2026.
Cascade Financial Partners sold 1,285 NextEra Energy shares in Q1 2026, an estimated $114K.
NextEra Energy made up 0.17% of Cascade Financial Partners's portfolio in Q1 2026, its #88 holding.
Cascade Financial Partners first reported a position in NextEra Energy in Q1 2024 and has held it in 9 quarters since.
Cascade Financial Partners's NextEra Energy position peaked at $1.98M in Q3 2024.
3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Cascade Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.