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CDM Financial Counseling Services’s NextEra Energy NEE Stock Holding History

CDM Financial Counseling 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 		$294K Buy
3,353
+14
+0.4% +$1.27K 0.25% 69
2026
Q1 		$310K Sell
3,339
-97
-3% -$8.62K 0.3% 67
2025
Q4 		$276K Buy
+3,436
New +$285K 0.26% 71

Other funds holding NEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CDM Financial Counseling Services's NEE Position: Q2 2026 in Review

CDM Financial Counseling Services increased its NextEra Energy (NEE) stake by 0.42% in Q2 2026, buying an estimated $1.27K and bringing the position to 3,353 shares worth $294K. The position accounts for 0.25% of the portfolio, ranked #69.

CDM Financial Counseling Services first reported a position in NEE in Q4 2025 and has held it in 3 quarters since. The position peaked at $310K in Q1 2026. 3,035 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • CDM Financial Counseling Services held 3,353 shares of NextEra Energy worth $294K as of Q2 2026.
  • CDM Financial Counseling Services bought 14 NextEra Energy shares in Q2 2026, an estimated $1.27K.
  • NextEra Energy made up 0.25% of CDM Financial Counseling Services's portfolio in Q2 2026, its #69 holding.
  • CDM Financial Counseling Services first reported a position in NextEra Energy in Q4 2025 and has held it in 3 quarters since.
  • CDM Financial Counseling Services's NextEra Energy position peaked at $310K in Q1 2026.
  • 3,035 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on CDM Financial Counseling Services's 13F filing for Q2 2026, filed 14 Jul 2026.