Cerro Pacific Wealth Advisors’s NextEra Energy NEE Stock Holding History

Cerro Pacific Wealth 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	$655K	Sell	7,457 -320	-4%	-$28.9K	0.15%	98
2026 Q1	$722K	Sell	7,777 -792	-9%	-$70.4K	0.19%	82
2025 Q4	$688K	Sell	8,569 -756	-8%	-$62.6K	0.19%	85
2025 Q3	$704K	Sell	9,325 -539	-5%	-$39.4K	0.19%	87
2025 Q2	$685K	Sell	9,864 -742	-7%	-$51.5K	0.19%	94
2025 Q1	$760K	Sell	10,606 -276	-3%	-$19.5K	0.25%	79
2024 Q4	$920K	Sell	10,882 -135	-1%	-$10.5K	0.3%	72
2024 Q3	$780K	Hold	11,017	–	–	0.29%	74
2024 Q2	$780K	Buy	+11,017	New	+$782K	0.3%	75
2023 Q1	$684K	Sell	8,873 -403	-4%	-$31K	0.38%	68
2022 Q4	$776K	Buy	9,276 +8	+0.1%	+$646	0.41%	66
2022 Q3	$727K	Sell	9,268 -1,135	-11%	-$96.3K	0.44%	60
2022 Q2	$806K	Sell	10,403 -1,393	-12%	-$106K	0.5%	48
2022 Q1	$999K	Buy	11,796 +18	+0.2%	+$1.44K	0.61%	43
2021 Q4	$1.1M	Sell	11,778 -1,003	-8%	-$86.7K	0.7%	34
2021 Q3	$1M	Sell	12,781 -5,039	-28%	-$406K	0.72%	32
2021 Q2	$1.31M	Buy	+17,820	New	+$1.34M	0.97%	27
2020 Q4	$2.12M	Buy	+27,464	New	+$2.05M	1.26%	16

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

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cerro Pacific Wealth Advisors's NEE Position: Q2 2026 in Review

Cerro Pacific Wealth Advisors reduced its NextEra Energy (NEE) stake by 4.1% in Q2 2026, selling an estimated $28.9K and leaving 7,457 shares worth $655K. The position accounts for 0.15% of the portfolio, ranked #98.

Cerro Pacific Wealth Advisors first reported a position in NEE in Q4 2020 and has held it in 18 quarters since. The position peaked at $2.12M in Q4 2020. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Cerro Pacific Wealth Advisors held 7,457 shares of NextEra Energy worth $655K as of Q2 2026.
Cerro Pacific Wealth Advisors sold 320 NextEra Energy shares in Q2 2026, an estimated $28.9K.
NextEra Energy made up 0.15% of Cerro Pacific Wealth Advisors's portfolio in Q2 2026, its #98 holding.
Cerro Pacific Wealth Advisors first reported a position in NextEra Energy in Q4 2020 and has held it in 18 quarters since.
Cerro Pacific Wealth Advisors's NextEra Energy position peaked at $2.12M in Q4 2020.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Cerro Pacific Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.