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Certified Advisory Corp’s NextEra Energy NEE Stock Holding History

Certified Advisory Corp’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 		$390K Buy
4,439
+343
+8% +$31K 0.03% 250
2026
Q1 		$380K Buy
4,096
+118
+3% +$10.5K 0.03% 242
2025
Q4 		$319K Sell
3,978
-252
-6% -$20.9K 0.03% 255
2025
Q3 		$319K Buy
4,230
+755
+22% +$55.2K 0.03% 260
2025
Q2 		$241K Sell
3,475
-34
-1% -$2.36K 0.03% 282
2025
Q1 		$249K Sell
3,509
-307
-8% -$21.7K 0.03% 260
2024
Q4 		$274K Buy
3,816
+282
+8% +$21.9K 0.03% 253
2024
Q3 		$299K Buy
3,534
+33
+0.9% +$2.58K 0.03% 248
2024
Q2 		$248K Sell
3,501
-382
-10% -$27.1K 0.03% 254
2024
Q1 		$248K Sell
3,883
-460
-11% -$26.9K 0.03% 241
2023
Q4 		$264K Sell
4,343
-283
-6% -$16.1K 0.04% 233
2023
Q3 		$265K Buy
4,626
+119
+3% +$8.24K 0.05% 199
2023
Q2 		$334K Buy
4,507
+84
+2% +$6.36K 0.06% 177
2023
Q1 		$341K Buy
4,423
+91
+2% +$7K 0.06% 186
2022
Q4 		$362K Sell
4,332
-2,278
-34% -$184K 0.07% 176
2022
Q3 		$518K Buy
6,610
+2,309
+54% +$196K 0.12% 151
2022
Q2 		$333K Buy
4,301
+7
+0.2% +$533 0.07% 168
2022
Q1 		$364K Buy
4,294
+8
+0.2% +$641 0.08% 170
2021
Q4 		$400K Buy
4,286
+391
+10% +$33.8K 0.09% 170
2021
Q3 		$306K Buy
3,895
+246
+7% +$19.8K 0.07% 176
2021
Q2 		$267K Sell
3,649
-222
-6% -$16.7K 0.07% 187
2021
Q1 		$293K Buy
+3,871
New +$302K 0.08% 170
2020
Q2 		$242K Buy
4,036
+336
+9% +$20.1K 0.08% 169
2020
Q1 		$223K Sell
3,700
-2,356
-39% -$148K 0.09% 160
2019
Q4 		$367K Buy
6,056
+12
+0.2% +$701 0.12% 144
2019
Q3 		$352K Buy
6,044
+172
+3% +$9.31K 0.12% 143
2019
Q2 		$301K Sell
5,872
-112
-2% -$5.51K 0.11% 144
2019
Q1 		$289K Buy
5,984
+1,296
+28% +$59.3K 0.12% 136
2018
Q4 		$204K Sell
4,688
-424
-8% -$18.5K 0.11% 145
2018
Q3 		$214K Sell
5,112
-108
-2% -$4.6K 0.1% 148
2018
Q2 		$218K Buy
5,220
+20
+0.4% +$808 0.12% 134
2018
Q1 		$212K Sell
5,200
-128
-2% -$4.94K 0.13% 138
2017
Q4 		$208K Buy
+5,328
New +$206K 0.15% 109

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
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 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

Certified Advisory Corp's NEE Position: Q2 2026 in Review

Certified Advisory Corp increased its NextEra Energy (NEE) stake by 8.4% in Q2 2026, buying an estimated $31K and bringing the position to 4,439 shares worth $390K. The position accounts for 0.03% of the portfolio, ranked #250.

Certified Advisory Corp first reported a position in NEE in Q4 2017 and has held it in 33 quarters since. The position peaked at $518K in Q3 2022. 1,057 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Certified Advisory Corp held 4,439 shares of NextEra Energy worth $390K as of Q2 2026.
  • Certified Advisory Corp bought 343 NextEra Energy shares in Q2 2026, an estimated $31K.
  • NextEra Energy made up 0.03% of Certified Advisory Corp's portfolio in Q2 2026, its #250 holding.
  • Certified Advisory Corp first reported a position in NextEra Energy in Q4 2017 and has held it in 33 quarters since.
  • Certified Advisory Corp's NextEra Energy position peaked at $518K in Q3 2022.
  • 1,057 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.