Cedar Mountain Advisors
NEE icon

Cedar Mountain Advisors’s NextEra Energy NEE Stock Holding History

Cedar Mountain Advisors’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 		$15.6K Hold
206
– – ﹤0.01% 358
2026
Q2 		$18.1K Buy
206
+36
+21% +$3.26K ﹤0.01% 368
2026
Q1 		$15.8K Sell
170
-1
-0.6% -$89 ﹤0.01% 355
2025
Q4 		$13.7K Buy
171
+5
+3% +$414 ﹤0.01% 224
2025
Q3 		$12.5K Buy
+166
New +$12.1K ﹤0.01% 236
2024
Q3 		– Sell
-16
Closed -$1.13K – 349
2024
Q2 		$1.13K Hold
16
– – ﹤0.01% 295
2024
Q1 		$1.02K Buy
+16
New +$937 ﹤0.01% 301
2023
Q1 		– Sell
-87
Closed -$7.27K – 318
2022
Q4 		$7.27K Hold
87
– – ﹤0.01% 180
2022
Q3 		$7K Sell
87
-8
-8% -$679 ﹤0.01% 184
2022
Q2 		$7K Hold
95
– – ﹤0.01% 192
2022
Q1 		$8K Hold
95
– – ﹤0.01% 198
2021
Q4 		$9K Buy
95
+1
+1% +$86 ﹤0.01% 187
2021
Q3 		$7K Buy
94
+87
+1,243% +$7.02K ﹤0.01% 210
2021
Q2 		$1K Hold
7
– – ﹤0.01% 256
2021
Q1 		$1K Buy
7
+3
+75% +$234 ﹤0.01% 261
2020
Q4 		$0 Hold
4
– – ﹤0.01% 276
2020
Q3 		$0 Hold
4
– – ﹤0.01% 265
2020
Q2 		$0 Buy
+4
New +$239 ﹤0.01% 256

Other funds holding NEE

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Cedar Mountain Advisors's NEE Position: Q3 2026 in Review

Cedar Mountain Advisors held its NextEra Energy (NEE) position steady in Q3 2026 at 206 shares worth $15.6K. The position accounts for ﹤0.01% of the portfolio, ranked #358.

Cedar Mountain Advisors first reported a position in NEE in Q2 2020 and has held it in 18 quarters since. The position peaked at $18.1K in Q2 2026. 1,733 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

  • Cedar Mountain Advisors held 206 shares of NextEra Energy worth $15.6K as of Q3 2026.
  • Cedar Mountain Advisors left its NextEra Energy share count unchanged in Q3 2026.
  • NextEra Energy made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q3 2026, its #358 holding.
  • Cedar Mountain Advisors first reported a position in NextEra Energy in Q2 2020 and has held it in 18 quarters since.
  • Cedar Mountain Advisors's NextEra Energy position peaked at $18.1K in Q2 2026.
  • 1,733 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.