CCWM
NEE icon

Cassaday & Co Wealth Management’s NextEra Energy NEE Stock Holding History

Cassaday & Co Wealth Management’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 		$1.39M Sell
14,943
-1,431
-9% -$127K 0.03% 109
2025
Q4 		$1.31M Buy
16,374
+1,253
+8% +$104K 0.03% 115
2025
Q3 		$1.14M Sell
15,121
-590
-4% -$43.1K 0.03% 122
2025
Q2 		$1.09M Sell
15,711
-297
-2% -$20.6K 0.03% 120
2025
Q1 		$1.13M Buy
16,008
+1,068
+7% +$75.4K 0.03% 104
2024
Q4 		$1.07M Buy
14,940
+1,041
+7% +$80.9K 0.03% 107
2024
Q3 		$1.17M Sell
13,899
-145
-1% -$11.3K 0.03% 99
2024
Q2 		$994K Buy
14,044
+39
+0.3% +$2.77K 0.03% 103
2024
Q1 		$895K Buy
14,005
+1,431
+11% +$83.8K 0.03% 111
2023
Q4 		$764K Buy
12,574
+10
+0.1% +$570 0.03% 117
2023
Q3 		$720K Hold
12,564
– – 0.03% 109
2023
Q2 		$932K Sell
12,564
-24
-0.2% -$1.82K 0.04% 99
2023
Q1 		$970K Sell
12,588
-101
-0.8% -$7.77K 0.04% 93
2022
Q4 		$1.06M Buy
+12,689
New +$1.03M 0.05% 83

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

Cassaday & Co Wealth Management's NEE Position: Q1 2026 in Review

Cassaday & Co Wealth Management reduced its NextEra Energy (NEE) stake by 8.7% in Q1 2026, selling an estimated $127K and leaving 14,943 shares worth $1.39M. The position accounts for 0.03% of the portfolio, ranked #109.

Cassaday & Co Wealth Management first reported a position in NEE in Q4 2022 and has held it in 14 quarters since. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Cassaday & Co Wealth Management held 14,943 shares of NextEra Energy worth $1.39M as of Q1 2026.
  • Cassaday & Co Wealth Management sold 1,431 NextEra Energy shares in Q1 2026, an estimated $127K.
  • NextEra Energy made up 0.03% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #109 holding.
  • Cassaday & Co Wealth Management first reported a position in NextEra Energy in Q4 2022 and has held it in 14 quarters since.
  • 3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.