CBIZ Investment Advisory Services’s NextEra Energy NEE Stock Holding History

CBIZ Investment Advisory Services’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	$3.25K	Hold	35	–	–	﹤0.01%	283
2026 Q1	$3.25K	Sell	35 -490	-93%	-$43.6K	﹤0.01%	283
2025 Q4	$42.1K	Buy	525 +97	+23%	+$8.03K	﹤0.01%	160
2025 Q3	$32.3K	Sell	428 -7	-2%	-$511	﹤0.01%	183
2025 Q2	$30.2K	Buy	435 +155	+55%	+$10.8K	﹤0.01%	193
2025 Q1	$19.8K	Buy	280 +126	+82%	+$8.89K	﹤0.01%	232
2024 Q4	$11K	Buy	154 +49	+47%	+$3.81K	﹤0.01%	269
2024 Q3	$8.89K	Buy	105 +28	+36%	+$2.19K	﹤0.01%	272
2024 Q2	$5.45K	Sell	77 -323	-81%	-$22.9K	﹤0.01%	290
2024 Q1	$25.6K	Buy	+400	New	+$23.4K	﹤0.01%	141

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 $3.38T AUM 44.17% 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

CBIZ Investment Advisory Services's NEE Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its NextEra Energy (NEE) position steady in Q2 2026 at 35 shares worth $3.25K. The position accounts for ﹤0.01% of the portfolio, ranked #283.

CBIZ Investment Advisory Services first reported a position in NEE in Q1 2024 and has held it in 10 quarters since. The position peaked at $42.1K in Q4 2025. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

CBIZ Investment Advisory Services held 35 shares of NextEra Energy worth $3.25K as of Q2 2026.
CBIZ Investment Advisory Services left its NextEra Energy share count unchanged in Q2 2026.
NextEra Energy made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #283 holding.
CBIZ Investment Advisory Services first reported a position in NextEra Energy in Q1 2024 and has held it in 10 quarters since.
CBIZ Investment Advisory Services's NextEra Energy position peaked at $42.1K in Q4 2025.
3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.