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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CBIZ Investment Advisory Services's NEE Position: Q1 2026 in Review

CBIZ Investment Advisory Services reduced its NextEra Energy (NEE) stake by 93% in Q1 2026, selling an estimated $43.6K and leaving 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 9 quarters since. The position peaked at $42.1K in Q4 2025. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

CBIZ Investment Advisory Services held 35 shares of NextEra Energy worth $3.25K as of Q1 2026.
CBIZ Investment Advisory Services sold 490 NextEra Energy shares in Q1 2026, an estimated $43.6K.
NextEra Energy made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q1 2026, its #283 holding.
CBIZ Investment Advisory Services first reported a position in NextEra Energy in Q1 2024 and has held it in 9 quarters since.
CBIZ Investment Advisory Services's NextEra Energy position peaked at $42.1K in Q4 2025.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.