Cerity Partners’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $131M | Buy |
1,493,361
+12,907
| +0.9% | +$1.17M | 0.16% | 129 |
|
|
2026
Q1 | $138M | Buy |
1,480,454
+36,229
| +3% | +$3.22M | 0.19% | 106 |
|
|
2025
Q4 | $116M | Buy |
1,444,225
+74,810
| +5% | +$6.2M | 0.17% | 120 |
|
|
2025
Q3 | $103M | Buy |
1,369,415
+2,850
| +0.2% | +$208K | 0.17% | 121 |
|
|
2025
Q2 | $94.9M | Buy |
1,366,565
+68,041
| +5% | +$4.73M | 0.17% | 128 |
|
|
2025
Q1 | $92.1M | Buy |
1,298,524
+114,098
| +10% | +$8.05M | 0.19% | 117 |
|
|
2024
Q4 | $88.3M | Sell |
1,184,426
-76,698
| -6% | -$5.96M | 0.19% | 110 |
|
|
2024
Q3 | $107M | Buy |
1,261,124
+207,213
| +20% | +$16.2M | 0.24% | 89 |
|
|
2024
Q2 | $74.6M | Sell |
1,053,911
-86,410
| -8% | -$6.13M | 0.2% | 115 |
|
|
2024
Q1 | $72.9M | Buy |
1,140,321
+305,298
| +37% | +$17.9M | 0.19% | 117 |
|
|
2023
Q4 | $50.7M | Buy |
835,023
+214,199
| +35% | +$12.2M | 0.17% | 133 |
|
|
2023
Q3 | $35.6M | Sell |
620,824
-158,261
| -20% | -$11M | 0.17% | 137 |
|
|
2023
Q2 | $57.8M | Buy |
779,085
+14,102
| +2% | +$1.07M | 0.23% | 102 |
|
|
2023
Q1 | $62M | Sell |
764,983
-1,316
| -0.2% | -$101K | 0.15% | 107 |
|
|
2022
Q4 | $64.9M | Buy |
766,299
+530,155
| +225% | +$42.8M | 0.42% | 57 |
|
|
2022
Q3 | $18.5M | Sell |
236,144
-53,449
| -18% | -$4.53M | 0.22% | 94 |
|
|
2022
Q2 | $22.4M | Sell |
289,593
-49,816
| -15% | -$3.79M | 0.25% | 83 |
|
|
2022
Q1 | $28.1M | Buy |
339,409
+20,954
| +7% | +$1.68M | 0.44% | 46 |
|
|
2021
Q4 | $29M | Buy |
318,455
+45,890
| +17% | +$3.97M | 0.44% | 51 |
|
|
2021
Q3 | $21.4M | Buy |
272,565
+76,829
| +39% | +$6.2M | 0.47% | 45 |
|
|
2021
Q2 | $14.3M | Sell |
195,736
-2,720
| -1% | -$204K | 0.31% | 64 |
|
|
2021
Q1 | $15M | Buy |
198,456
+121,522
| +158% | +$9.48M | 0.36% | 60 |
|
|
2020
Q4 | $5.93M | Buy |
76,934
+2,114
| +3% | +$158K | 0.19% | 111 |
|
|
2020
Q3 | $5.19M | Buy |
74,820
+49,340
| +194% | +$3.41M | 0.21% | 93 |
|
|
2020
Q2 | $1.53M | Sell |
25,480
-2,444
| -9% | -$146K | 0.08% | 155 |
|
|
2020
Q1 | $1.68M | Buy |
27,924
+392
| +1% | +$24.6K | 0.11% | 145 |
|
|
2019
Q4 | $1.67M | Sell |
27,532
-9,436
| -26% | -$551K | 0.09% | 177 |
|
|
2019
Q3 | $2.15M | Buy |
36,968
+2,984
| +9% | +$161K | 0.13% | 154 |
|
|
2019
Q2 | $1.74M | Sell |
33,984
-32,120
| -49% | -$1.58M | 0.11% | 169 |
|
|
2019
Q1 | $3.19M | Buy |
66,104
+8,296
| +14% | +$379K | 0.22% | 96 |
|
|
2018
Q4 | $2.51M | Buy |
57,808
+5,500
| +11% | +$241K | 0.17% | 134 |
|
|
2018
Q3 | $2.19M | Buy |
52,308
+5,768
| +12% | +$246K | 0.15% | 149 |
|
|
2018
Q2 | $1.94M | Sell |
46,540
-1,760
| -4% | -$71.1K | 0.14% | 152 |
|
|
2018
Q1 | $1.97M | Sell |
48,300
-10,268
| -18% | -$396K | 0.15% | 153 |
|
|
2017
Q4 | $2.29M | Sell |
58,568
-192
| -0.3% | -$7.41K | 0.15% | 142 |
|
|
2017
Q3 | $2.15M | Buy |
+58,760
| New | +$2.15M | 0.15% | 149 |
|
|
2017
Q2 | – | Sell |
-28,636
| Closed | -$919K | – | 413 |
|
|
2017
Q1 | $919K | Buy |
+28,636
| New | +$900K | 0.08% | 194 |
|
Other funds holding NEE
VCM
VPM
Cerity Partners's NEE Position: Q2 2026 in Review
Cerity Partners increased its NextEra Energy (NEE) stake by 0.87% in Q2 2026, buying an estimated $1.17M and bringing the position to 1,493,361 shares worth $131M. The position accounts for 0.16% of the portfolio, ranked #129.
Cerity Partners first reported a position in NEE in Q1 2017 and has held it in 37 quarters since. The position peaked at $138M in Q1 2026. 2,790 funds tracked by Wall St. Rank hold NEE as of Q2 2026.
- Cerity Partners held 1,493,361 shares of NextEra Energy worth $131M as of Q2 2026.
- Cerity Partners bought 12,907 NextEra Energy shares in Q2 2026, an estimated $1.17M.
- NextEra Energy made up 0.16% of Cerity Partners's portfolio in Q2 2026, its #129 holding.
- Cerity Partners first reported a position in NextEra Energy in Q1 2017 and has held it in 37 quarters since.
- Cerity Partners's NextEra Energy position peaked at $138M in Q1 2026.
- 2,790 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.
Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.