Cedar Wealth Management’s NextEra Energy NEE Stock Holding History

Cedar 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	–	Sell	-70	Closed	-$5.59K	–	184
2025 Q4	$5.59K	Hold	70	–	–	﹤0.01%	188
2025 Q3	$5.26K	Hold	70	–	–	﹤0.01%	203
2025 Q2	$4.83K	Buy	70 +64	+1,067%	+$4.45K	﹤0.01%	191
2025 Q1	$425	Hold	6	–	–	﹤0.01%	194
2024 Q4	$430	Hold	6	–	–	﹤0.01%	192
2024 Q3	$507	Sell	6 -6	-50%	-$468	﹤0.01%	263
2024 Q2	$850	Hold	12	–	–	﹤0.01%	295
2024 Q1	$767	Sell	12 -6	-33%	-$351	﹤0.01%	337
2023 Q4	$1.09K	Hold	18	–	–	﹤0.01%	270
2023 Q3	$1.03K	Hold	18	–	–	﹤0.01%	277
2023 Q2	$1.34K	Hold	18	–	–	﹤0.01%	289
2023 Q1	$1.39K	Hold	18	–	–	﹤0.01%	282
2022 Q4	$1.5K	Hold	18	–	–	﹤0.01%	278
2022 Q3	$1K	Sell	18 -6	-25%	-$509	﹤0.01%	324
2022 Q2	$2K	Hold	24	–	–	﹤0.01%	319
2022 Q1	$2K	Hold	24	–	–	﹤0.01%	352
2021 Q4	$2K	Buy	+24	New	+$2.07K	﹤0.01%	349

Other funds holding NEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Cedar Wealth Management sold out of NextEra Energy (NEE) in Q1 2026, closing a stake of 70 shares — an estimated $5.59K sold.

Cedar Wealth Management first reported a position in NEE in Q4 2021 and held it in 17 quarters. The position peaked at $5.59K in Q4 2025. 3,042 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Cedar Wealth Management reported no remaining NextEra Energy position as of Q1 2026 after selling out during the quarter.
Cedar Wealth Management sold 70 NextEra Energy shares in Q1 2026, an estimated $5.59K.
Cedar Wealth Management first reported a position in NextEra Energy in Q4 2021 and held it in 17 quarters.
Cedar Wealth Management's NextEra Energy position peaked at $5.59K in Q4 2025.
3,042 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Cedar Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.