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 Q2	$1.54M	Sell	17,552 -598	-3%	-$54.1K	0.13%	98
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Cascade Financial Partners's NEE Position: Q2 2026 in Review

Cascade Financial Partners reduced its NextEra Energy (NEE) stake by 3.3% in Q2 2026, selling an estimated $54.1K and leaving 17,552 shares worth $1.54M. The position accounts for 0.13% of the portfolio, ranked #98.

Cascade Financial Partners first reported a position in NEE in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.98M in Q3 2024. 3,048 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Cascade Financial Partners held 17,552 shares of NextEra Energy worth $1.54M as of Q2 2026.
Cascade Financial Partners sold 598 NextEra Energy shares in Q2 2026, an estimated $54.1K.
NextEra Energy made up 0.13% of Cascade Financial Partners's portfolio in Q2 2026, its #98 holding.
Cascade Financial Partners first reported a position in NextEra Energy in Q1 2024 and has held it in 10 quarters since.
Cascade Financial Partners's NextEra Energy position peaked at $1.98M in Q3 2024.
3,048 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.