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 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 $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

CCG Wealth Management's NEE Position: Q1 2026 in Review

CCG Wealth Management opened a new position in NextEra Energy (NEE) in Q1 2026: 3,516 shares worth $327K. The stake represents 0.09% of the portfolio and ranks #106 among its holdings. This is a return to the name: CCG Wealth Management previously reported a position in NEE as recently as Q4 2022.

CCG Wealth Management first reported a position in NEE in Q3 2019 and has held it in 15 quarters since. The position peaked at $486K in Q4 2022. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

CCG Wealth Management held 3,516 shares of NextEra Energy worth $327K as of Q1 2026.
NextEra Energy was a new CCG Wealth Management position in Q1 2026.
NextEra Energy made up 0.09% of CCG Wealth Management's portfolio in Q1 2026, its #106 holding.
CCG Wealth Management first reported a position in NextEra Energy in Q3 2019 and has held it in 15 quarters since.
CCG Wealth Management's NextEra Energy position peaked at $486K in Q4 2022.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on CCG Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.