CFS Investment Advisory Services’s NextEra Energy NEE Stock Holding History

CFS Investment Advisory Services’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	$3.05M	Sell	34,473 -162	-0.5%	-$14.7K	0.2%	96
2026 Q1	$3.19M	Sell	34,635 -105	-0.3%	-$9.34K	0.22%	89
2025 Q4	$2.79M	Buy	34,740 +1,257	+4%	+$104K	0.2%	98
2025 Q3	$2.83M	Buy	33,483 +954	+3%	+$69.7K	0.21%	92
2025 Q2	$2.26M	Buy	32,529 +3,014	+10%	+$209K	0.18%	105
2025 Q1	$2.09M	Sell	29,515 -464	-2%	-$32.8K	0.19%	100
2024 Q4	$2.15M	Sell	29,979 -601	-2%	-$46.7K	0.19%	98
2024 Q3	$2.58M	Sell	30,580 -75	-0.2%	-$5.85K	0.22%	86
2024 Q2	$2.17M	Buy	30,655 +402	+1%	+$28.5K	0.18%	89
2024 Q1	$1.93M	Buy	30,253 +1,300	+4%	+$76.2K	0.33%	53
2023 Q4	$1.76M	Buy	28,953 +3,147	+12%	+$179K	0.32%	53
2023 Q3	$1.48M	Buy	25,806 +466	+2%	+$32.3K	0.24%	70
2023 Q2	$1.88M	Buy	25,340 +14,945	+144%	+$1.13M	0.24%	78
2023 Q1	$801K	Sell	10,395 -529	-5%	-$40.7K	0.15%	78
2022 Q4	$913K	Sell	10,924 -1,008,859	-99%	-$81.5M	0.21%	62
2022 Q3	$1.02M	Buy	1,019,783 +1,005,883	+7,237%	+$85.3M	0.23%	57
2022 Q2	$1.08M	Sell	13,900 -1,525,874	-99%	-$116M	0.16%	123
2022 Q1	$18K	Buy	1,539,774 +1,521,220	+8,199%	+$122M	0.08%	121
2021 Q4	$1.45M	Buy	18,554 +691	+4%	+$59.7K	0.19%	109
2021 Q3	$1.4M	Buy	+17,863	New	+$1.44M	0.19%	123

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

CFS Investment Advisory Services's NEE Position: Q2 2026 in Review

CFS Investment Advisory Services reduced its NextEra Energy (NEE) stake by 0.47% in Q2 2026, selling an estimated $14.7K and leaving 34,473 shares worth $3.05M. The position accounts for 0.2% of the portfolio, ranked #96.

CFS Investment Advisory Services first reported a position in NEE in Q3 2021 and has held it in 20 quarters since. The position peaked at $3.19M in Q1 2026. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

CFS Investment Advisory Services held 34,473 shares of NextEra Energy worth $3.05M as of Q2 2026.
CFS Investment Advisory Services sold 162 NextEra Energy shares in Q2 2026, an estimated $14.7K.
NextEra Energy made up 0.2% of CFS Investment Advisory Services's portfolio in Q2 2026, its #96 holding.
CFS Investment Advisory Services first reported a position in NextEra Energy in Q3 2021 and has held it in 20 quarters since.
CFS Investment Advisory Services's NextEra Energy position peaked at $3.19M in Q1 2026.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.