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Childress Capital Advisors’s NextEra Energy NEE Stock Holding History

Childress Capital 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 		$507K Sell
5,774
-958
-14% -$86.7K 0.08% 175
2026
Q1 		$625K Sell
6,732
-2,103
-24% -$187K 0.11% 130
2025
Q4 		$709K Sell
8,835
-14
-0.2% -$1.16K 0.11% 130
2025
Q3 		$668K Buy
8,849
+3,112
+54% +$227K 0.12% 124
2025
Q2 		$398K Buy
5,737
+988
+21% +$68.6K 0.1% 149
2025
Q1 		$337K Sell
4,749
-402
-8% -$28.4K 0.1% 153
2024
Q4 		$369K Sell
5,151
-51
-1% -$3.96K 0.1% 134
2024
Q3 		$440K Sell
5,202
-31
-0.6% -$2.42K 0.12% 128
2024
Q2 		$371K Buy
5,233
+327
+7% +$23.2K 0.1% 129
2024
Q1 		$314K Sell
4,906
-450
-8% -$26.4K 0.09% 142
2023
Q4 		$325K Buy
+5,356
New +$305K 0.1% 132
2023
Q1 		– Sell
-7,739
Closed -$647K – 142
2022
Q4 		$647K Buy
7,739
+253
+3% +$20.4K 0.21% 73
2022
Q3 		$591K Buy
7,486
+106
+1% +$8.99K 0.23% 75
2022
Q2 		$572K Buy
7,380
+112
+2% +$8.53K 0.23% 74
2022
Q1 		$614K Buy
7,268
+2,050
+39% +$164K 0.21% 83
2021
Q4 		$487K Buy
5,218
+265
+5% +$22.9K 0.2% 87
2021
Q3 		$394K Buy
4,953
+951
+24% +$76.7K 0.16% 119
2021
Q2 		$293K Buy
+4,002
New +$300K 0.13% 117
2021
Q1 		– Sell
-1,659
Closed -$128K – 666
2020
Q4 		$128K Buy
+1,659
New +$124K 0.07% 124

Other funds holding NEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Childress Capital Advisors's NEE Position: Q2 2026 in Review

Childress Capital Advisors reduced its NextEra Energy (NEE) stake by 14% in Q2 2026, selling an estimated $86.7K and leaving 5,774 shares worth $507K. The position accounts for 0.08% of the portfolio, ranked #175.

Childress Capital Advisors first reported a position in NEE in Q4 2020 and has held it in 19 quarters since. The position peaked at $709K in Q4 2025. 3,042 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Childress Capital Advisors held 5,774 shares of NextEra Energy worth $507K as of Q2 2026.
  • Childress Capital Advisors sold 958 NextEra Energy shares in Q2 2026, an estimated $86.7K.
  • NextEra Energy made up 0.08% of Childress Capital Advisors's portfolio in Q2 2026, its #175 holding.
  • Childress Capital Advisors first reported a position in NextEra Energy in Q4 2020 and has held it in 19 quarters since.
  • Childress Capital Advisors's NextEra Energy position peaked at $709K in Q4 2025.
  • 3,042 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Childress Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.