CGC Financial Services’s NextEra Energy NEE Stock Holding History

CGC Financial 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	$38.7K	Hold	441	–	–	0.01%	145
2026 Q1	$41K	Sell	441 -521	-54%	-$46.3K	0.01%	137
2025 Q4	$77.2K	Buy	962 +466	+94%	+$38.6K	0.02%	111
2025 Q3	$37.4K	Hold	496	–	–	0.01%	144
2025 Q2	$34.4K	Sell	496 -152	-23%	-$10.6K	0.01%	143
2025 Q1	$45.9K	Sell	648 -50	-7%	-$3.53K	0.02%	115
2024 Q4	$50K	Sell	698 -167	-19%	-$13K	0.02%	106
2024 Q3	$73.1K	Sell	865 -60	-6%	-$4.68K	0.03%	92
2024 Q2	$65.5K	Hold	925	–	–	0.03%	88
2024 Q1	$59.1K	Hold	925	–	–	0.03%	93
2023 Q4	$56.2K	Hold	925	–	–	0.03%	102
2023 Q3	$53K	Hold	925	–	–	0.04%	84
2023 Q2	$68.6K	Buy	+925	New	+$70K	0.04%	78

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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

CGC Financial Services's NEE Position: Q2 2026 in Review

CGC Financial Services held its NextEra Energy (NEE) position steady in Q2 2026 at 441 shares worth $38.7K. The position accounts for 0.01% of the portfolio, ranked #145.

CGC Financial Services first reported a position in NEE in Q2 2023 and has held it in 13 quarters since. The position peaked at $77.2K in Q4 2025. 1,177 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

CGC Financial Services held 441 shares of NextEra Energy worth $38.7K as of Q2 2026.
CGC Financial Services left its NextEra Energy share count unchanged in Q2 2026.
NextEra Energy made up 0.01% of CGC Financial Services's portfolio in Q2 2026, its #145 holding.
CGC Financial Services first reported a position in NextEra Energy in Q2 2023 and has held it in 13 quarters since.
CGC Financial Services's NextEra Energy position peaked at $77.2K in Q4 2025.
1,177 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on CGC Financial Services's 13F filing for Q2 2026, filed 13 Jul 2026.