CJM Wealth Advisers’s NextEra Energy NEE Stock Holding History

CJM Wealth Advisers’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	$1.24M	Buy	14,085 +155	+1%	+$14K	0.32%	32
2026 Q1	$1.29M	Buy	13,930 +108	+0.8%	+$9.6K	0.39%	28
2025 Q4	$1.11M	Buy	13,822 +99	+0.7%	+$8.2K	0.33%	30
2025 Q3	$1.04M	Buy	13,723 +75	+0.5%	+$5.48K	0.32%	30
2025 Q2	$947K	Buy	13,648 +71	+0.5%	+$4.93K	0.32%	31
2025 Q1	$962K	Buy	13,577 +9,269	+215%	+$654K	0.34%	29
2024 Q4	$309K	Sell	4,308 -153	-3%	-$11.9K	0.1%	52
2024 Q3	$377K	Buy	4,461 +180	+4%	+$14K	0.13%	45
2024 Q2	$299K	Hold	4,281	–	–	0.11%	46
2024 Q1	$274K	Sell	4,281 -88	-2%	-$5.16K	0.1%	52
2023 Q4	$265K	Buy	+4,369	New	+$249K	0.12%	48

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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CJM Wealth Advisers's NEE Position: Q2 2026 in Review

CJM Wealth Advisers increased its NextEra Energy (NEE) stake by 1.1% in Q2 2026, buying an estimated $14K and bringing the position to 14,085 shares worth $1.24M. The position accounts for 0.32% of the portfolio, ranked #32.

CJM Wealth Advisers first reported a position in NEE in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.29M in Q1 2026. 703 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

CJM Wealth Advisers held 14,085 shares of NextEra Energy worth $1.24M as of Q2 2026.
CJM Wealth Advisers bought 155 NextEra Energy shares in Q2 2026, an estimated $14K.
NextEra Energy made up 0.32% of CJM Wealth Advisers's portfolio in Q2 2026, its #32 holding.
CJM Wealth Advisers first reported a position in NextEra Energy in Q4 2023 and has held it in 11 quarters since.
CJM Wealth Advisers's NextEra Energy position peaked at $1.29M in Q1 2026.
703 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on CJM Wealth Advisers's 13F filing for Q2 2026, filed 17 Jul 2026.