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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
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

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Cedar Mountain Advisors's NEE Position: Q2 2026 in Review

Cedar Mountain Advisors increased its NextEra Energy (NEE) stake by 21% in Q2 2026, buying an estimated $3.26K and bringing the position to 206 shares worth $18.1K. The position accounts for ﹤0.01% of the portfolio, ranked #368.

Cedar Mountain Advisors first reported a position in NEE in Q2 2020 and has held it in 17 quarters since. 637 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Cedar Mountain Advisors held 206 shares of NextEra Energy worth $18.1K as of Q2 2026.
  • Cedar Mountain Advisors bought 36 NextEra Energy shares in Q2 2026, an estimated $3.26K.
  • NextEra Energy made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q2 2026, its #368 holding.
  • Cedar Mountain Advisors first reported a position in NextEra Energy in Q2 2020 and has held it in 17 quarters since.
  • 637 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.