CCG Wealth Management’s NextEra Energy NEE Stock Holding History

CCG 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 Q2	$303K	Sell	3,447 -69	-2%	-$6.24K	0.07%	118
2026 Q1	$327K	Buy	+3,516	New	+$313K	0.09%	106
2023 Q1	–	Sell	-5,809	Closed	-$486K	–	92
2022 Q4	$486K	Buy	5,809 +205	+4%	+$16.6K	0.27%	41
2022 Q3	$439K	Buy	5,604 +379	+7%	+$32.2K	0.27%	41
2022 Q2	$405K	Buy	5,225 +41	+0.8%	+$3.12K	0.23%	51
2022 Q1	$439K	Buy	5,184 +1,822	+54%	+$146K	0.22%	59
2021 Q4	$314K	Buy	3,362 +3	+0.1%	+$259	0.16%	58
2021 Q3	$264K	Buy	3,359 +530	+19%	+$42.7K	0.15%	78
2021 Q2	$207K	Sell	2,829 -163	-5%	-$12.2K	0.16%	78
2021 Q1	$226K	Sell	2,992 -9	-0.3%	-$702	0.22%	64
2020 Q4	$232K	Buy	3,001 +61	+2%	+$4.56K	0.24%	65
2020 Q3	$204K	Sell	2,940 -600	-17%	-$41.4K	0.19%	55
2020 Q2	$213K	Sell	3,540 -212	-6%	-$12.7K	0.2%	50
2020 Q1	$226K	Sell	3,752 -44	-1%	-$2.77K	0.22%	51
2019 Q4	$230K	Buy	3,796 +356	+10%	+$20.8K	0.15%	84
2019 Q3	$200K	Buy	+3,440	New	+$186K	0.14%	84

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 $3.37T AUM 44.26% 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

CCG Wealth Management's NEE Position: Q2 2026 in Review

CCG Wealth Management reduced its NextEra Energy (NEE) stake by 2% in Q2 2026, selling an estimated $6.24K and leaving 3,447 shares worth $303K. The position accounts for 0.07% of the portfolio, ranked #118.

CCG Wealth Management first reported a position in NEE in Q3 2019 and has held it in 16 quarters since. The position peaked at $486K in Q4 2022. 3,042 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

CCG Wealth Management held 3,447 shares of NextEra Energy worth $303K as of Q2 2026.
CCG Wealth Management sold 69 NextEra Energy shares in Q2 2026, an estimated $6.24K.
NextEra Energy made up 0.07% of CCG Wealth Management's portfolio in Q2 2026, its #118 holding.
CCG Wealth Management first reported a position in NextEra Energy in Q3 2019 and has held it in 16 quarters since.
CCG Wealth Management's NextEra Energy position peaked at $486K in Q4 2022.
3,042 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on CCG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.