CGN Advisors’s NextEra Energy NEE Stock Holding History

CGN 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 Q3	$228K	Sell	3,007 -528	-15%	-$44.7K	0.02%	286
2026 Q2	$310K	Buy	3,535 +8	+0.2%	+$724	0.02%	275
2026 Q1	$328K	Sell	3,527 -115	-3%	-$10.2K	0.03%	262
2025 Q4	$292K	Buy	3,642 +92	+3%	+$7.62K	0.02%	278
2025 Q3	$268K	Buy	3,550 +193	+6%	+$14.1K	0.02%	282
2025 Q2	$233K	Sell	3,357 -251	-7%	-$17.4K	0.02%	285
2025 Q1	$256K	Buy	3,608 +201	+6%	+$14.2K	0.03%	271
2024 Q4	$244K	Buy	+3,407	New	+$265K	0.02%	277
2021 Q4	–	Sell	-2,579	Closed	-$203K	–	221
2021 Q3	$203K	Buy	+2,579	New	+$208K	0.07%	196

Other funds holding NEE

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

CGN Advisors's NEE Position: Q3 2026 in Review

CGN Advisors reduced its NextEra Energy (NEE) stake by 15% in Q3 2026, selling an estimated $44.7K and leaving 3,007 shares worth $228K. The position accounts for 0.02% of the portfolio, ranked #286.

CGN Advisors first reported a position in NEE in Q3 2021 and has held it in 9 quarters since. The position peaked at $328K in Q1 2026. 1,733 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

CGN Advisors held 3,007 shares of NextEra Energy worth $228K as of Q3 2026.
CGN Advisors sold 528 NextEra Energy shares in Q3 2026, an estimated $44.7K.
NextEra Energy made up 0.02% of CGN Advisors's portfolio in Q3 2026, its #286 holding.
CGN Advisors first reported a position in NextEra Energy in Q3 2021 and has held it in 9 quarters since.
CGN Advisors's NextEra Energy position peaked at $328K in Q1 2026.
1,733 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on CGN Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.