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Center for Financial Planning’s NextEra Energy NEE Stock Holding History

Center for Financial Planning’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 		$3.03M Sell
34,543
-666
-2% -$60.2K 0.28% 28
2026
Q1 		$3.27M Sell
35,209
-340
-1% -$30.2K 0.34% 24
2025
Q4 		$2.85M Sell
35,549
-472
-1% -$39.1K 0.3% 29
2025
Q3 		$2.72M Buy
36,021
+1,093
+3% +$79.9K 0.29% 30
2025
Q2 		$2.42M Sell
34,928
-67
-0.2% -$4.65K 0.28% 28
2025
Q1 		$2.48M Buy
34,995
+870
+3% +$61.4K 0.32% 26
2024
Q4 		$2.45M Sell
34,125
-89
-0.3% -$6.91K 0.33% 27
2024
Q3 		$2.89M Sell
34,214
-790
-2% -$61.7K 0.39% 21
2024
Q2 		$2.48M Buy
35,004
+1,031
+3% +$73.2K 0.36% 22
2024
Q1 		$2.17M Sell
33,973
-212
-0.6% -$12.4K 0.32% 26
2023
Q4 		$2.08M Sell
34,185
-1,032
-3% -$58.8K 0.38% 24
2023
Q3 		$2.02M Buy
35,217
+522
+2% +$36.1K 0.44% 23
2023
Q2 		$2.57M Buy
34,695
+129
+0.4% +$9.77K 0.54% 16
2023
Q1 		$2.66M Sell
34,566
-232
-0.7% -$17.8K 0.61% 13
2022
Q4 		$2.91M Hold
34,798
– – 0.71% 13
2022
Q3 		$2.73M Sell
34,798
-132
-0.4% -$11.2K 0.73% 14
2022
Q2 		$2.71M Hold
34,930
– – 0.69% 14
2022
Q1 		$2.96M Hold
34,930
– – 0.61% 15
2021
Q4 		$3.26M Buy
34,930
+17
+0% +$1.47K 0.67% 13
2021
Q3 		$2.74M Buy
34,913
+1,600
+5% +$129K 0.67% 16
2021
Q2 		$2.44M Hold
33,313
– – 0.6% 17
2021
Q1 		$2.52M Buy
33,313
+1,350
+4% +$105K 0.66% 15
2020
Q4 		$2.47M Sell
31,963
-1,265
-4% -$94.6K 0.7% 14
2020
Q3 		$2.31M Hold
33,228
– – 0.74% 14
2020
Q2 		$2M Sell
33,228
-92
-0.3% -$5.51K 0.7% 15
2020
Q1 		$2M Buy
33,320
+2,348
+8% +$148K 0.68% 13
2019
Q4 		$1.88M Buy
+30,972
New +$1.81M 0.47% 18

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 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

Center for Financial Planning's NEE Position: Q2 2026 in Review

Center for Financial Planning reduced its NextEra Energy (NEE) stake by 1.9% in Q2 2026, selling an estimated $60.2K and leaving 34,543 shares worth $3.03M. The position accounts for 0.28% of the portfolio, ranked #28.

Center for Financial Planning first reported a position in NEE in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.27M in Q1 2026. 982 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Center for Financial Planning held 34,543 shares of NextEra Energy worth $3.03M as of Q2 2026.
  • Center for Financial Planning sold 666 NextEra Energy shares in Q2 2026, an estimated $60.2K.
  • NextEra Energy made up 0.28% of Center for Financial Planning's portfolio in Q2 2026, its #28 holding.
  • Center for Financial Planning first reported a position in NextEra Energy in Q4 2019 and has held it in 27 quarters since.
  • Center for Financial Planning's NextEra Energy position peaked at $3.27M in Q1 2026.
  • 982 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.