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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
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 $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

Cassady Wealth & Retirement Planning's NEE Position: Q1 2026 in Review

Cassady Wealth & Retirement Planning increased its NextEra Energy (NEE) stake by 0.54% in Q1 2026, buying an estimated $1.69K and bringing the position to 3,569 shares worth $349K. The position accounts for 0.18% of the portfolio, ranked #80.

Cassady Wealth & Retirement Planning first reported a position in NEE in Q4 2025 and has held it in 2 quarters since. 3,028 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Cassady Wealth & Retirement Planning held 3,569 shares of NextEra Energy worth $349K as of Q1 2026.
  • Cassady Wealth & Retirement Planning bought 19 NextEra Energy shares in Q1 2026, an estimated $1.69K.
  • NextEra Energy made up 0.18% of Cassady Wealth & Retirement Planning's portfolio in Q1 2026, its #80 holding.
  • Cassady Wealth & Retirement Planning first reported a position in NextEra Energy in Q4 2025 and has held it in 2 quarters since.
  • 3,028 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Cassady Wealth & Retirement Planning's 13F filing for Q1 2026, filed 18 May 2026.