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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Childress Capital Advisors's NEE Position: Q1 2026 in Review

Childress Capital Advisors reduced its NextEra Energy (NEE) stake by 24% in Q1 2026, selling an estimated $187K and leaving 6,732 shares worth $625K. The position accounts for 0.11% of the portfolio, ranked #130.

Childress Capital Advisors first reported a position in NEE in Q4 2020 and has held it in 18 quarters since. The position peaked at $709K in Q4 2025. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Childress Capital Advisors held 6,732 shares of NextEra Energy worth $625K as of Q1 2026.
Childress Capital Advisors sold 2,103 NextEra Energy shares in Q1 2026, an estimated $187K.
NextEra Energy made up 0.11% of Childress Capital Advisors's portfolio in Q1 2026, its #130 holding.
Childress Capital Advisors first reported a position in NextEra Energy in Q4 2020 and has held it in 18 quarters since.
Childress Capital Advisors's NextEra Energy position peaked at $709K in Q4 2025.
3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Childress Capital Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.