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Cassady Wealth & Retirement Planning’s NextEra Energy NEE Stock Holding History

Cassady Wealth & Retirement Planning’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 		$313K Hold
3,569
– – 0.15% 85
2026
Q1 		$349K Buy
3,569
+19
+0.5% +$1.69K 0.18% 80
2025
Q4 		$285K Buy
+3,550
New +$294K 0.19% 81

Other funds holding NEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cassady Wealth & Retirement Planning's NEE Position: Q2 2026 in Review

Cassady Wealth & Retirement Planning held its NextEra Energy (NEE) position steady in Q2 2026 at 3,569 shares worth $313K. The position accounts for 0.15% of the portfolio, ranked #85.

Cassady Wealth & Retirement Planning first reported a position in NEE in Q4 2025 and has held it in 3 quarters since. The position peaked at $349K in Q1 2026. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Cassady Wealth & Retirement Planning held 3,569 shares of NextEra Energy worth $313K as of Q2 2026.
  • Cassady Wealth & Retirement Planning left its NextEra Energy share count unchanged in Q2 2026.
  • NextEra Energy made up 0.15% of Cassady Wealth & Retirement Planning's portfolio in Q2 2026, its #85 holding.
  • Cassady Wealth & Retirement Planning first reported a position in NextEra Energy in Q4 2025 and has held it in 3 quarters since.
  • Cassady Wealth & Retirement Planning's NextEra Energy position peaked at $349K in Q1 2026.
  • 3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Cassady Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.