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 Q3	$264K	Buy	3,488 +135	+4%	+$11.4K	0.22%	71
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

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

CDM Financial Counseling Services's NEE Position: Q3 2026 in Review

CDM Financial Counseling Services increased its NextEra Energy (NEE) stake by 4% in Q3 2026, buying an estimated $11.4K and bringing the position to 3,488 shares worth $264K. The position accounts for 0.22% of the portfolio, ranked #71.

CDM Financial Counseling Services first reported a position in NEE in Q4 2025 and has held it in 4 quarters since. The position peaked at $310K in Q1 2026. 414 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

CDM Financial Counseling Services held 3,488 shares of NextEra Energy worth $264K as of Q3 2026.
CDM Financial Counseling Services bought 135 NextEra Energy shares in Q3 2026, an estimated $11.4K.
NextEra Energy made up 0.22% of CDM Financial Counseling Services's portfolio in Q3 2026, its #71 holding.
CDM Financial Counseling Services first reported a position in NextEra Energy in Q4 2025 and has held it in 4 quarters since.
CDM Financial Counseling Services's NextEra Energy position peaked at $310K in Q1 2026.
414 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on CDM Financial Counseling Services's 13F filing for Q3 2026, filed 15 Oct 2026.