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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
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

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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

CGN Advisors's NEE Position: Q2 2026 in Review

CGN Advisors increased its NextEra Energy (NEE) stake by 0.23% in Q2 2026, buying an estimated $724 and bringing the position to 3,535 shares worth $310K. The position accounts for 0.02% of the portfolio, ranked #275.

CGN Advisors first reported a position in NEE in Q3 2021 and has held it in 8 quarters since. The position peaked at $328K in Q1 2026. 506 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • CGN Advisors held 3,535 shares of NextEra Energy worth $310K as of Q2 2026.
  • CGN Advisors bought 8 NextEra Energy shares in Q2 2026, an estimated $724.
  • NextEra Energy made up 0.02% of CGN Advisors's portfolio in Q2 2026, its #275 holding.
  • CGN Advisors first reported a position in NextEra Energy in Q3 2021 and has held it in 8 quarters since.
  • CGN Advisors's NextEra Energy position peaked at $328K in Q1 2026.
  • 506 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on CGN Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.