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CLA (CliftonLarsonAllen) Wealth Advisors’s NextEra Energy NEE Stock Holding History

CLA (CliftonLarsonAllen) Wealth 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 		$2.59M Sell
29,534
-5,251
-15% -$475K 0.03% 136
2026
Q1 		$3.23M Buy
34,785
+1,477
+4% +$131K 0.05% 115
2025
Q4 		$2.67M Buy
33,308
+3,469
+12% +$287K 0.04% 117
2025
Q3 		$2.25M Sell
29,839
-5,191
-15% -$379K 0.04% 121
2025
Q2 		$2.43M Buy
35,030
+1,203
+4% +$83.6K 0.04% 116
2025
Q1 		$2.4M Sell
33,827
-4,025
-11% -$284K 0.04% 109
2024
Q4 		$2.71M Buy
37,852
+552
+1% +$42.9K 0.05% 97
2024
Q3 		$3.15M Buy
37,300
+3,185
+9% +$249K 0.07% 85
2024
Q2 		$2.42M Buy
34,115
+3,732
+12% +$265K 0.05% 97
2024
Q1 		$1.94M Sell
30,383
-4,024
-12% -$236K 0.04% 102
2023
Q4 		$2.09M Buy
34,407
+4,077
+13% +$232K 0.05% 102
2023
Q3 		$1.74M Sell
30,330
-524
-2% -$36.3K 0.05% 105
2023
Q2 		$2.29M Sell
30,854
-3,955
-11% -$299K 0.06% 91
2023
Q1 		$2.68M Buy
34,809
+3,751
+12% +$288K 0.08% 84
2022
Q4 		$2.6M Buy
31,058
+1,074
+4% +$86.8K 0.1% 89
2022
Q3 		$2.35M Buy
29,984
+794
+3% +$67.4K 0.29% 39
2022
Q2 		$2.26M Buy
29,190
+119
+0.4% +$9.06K 0.09% 91
2022
Q1 		$2.46M Sell
29,071
-2,472
-8% -$198K 0.09% 93
2021
Q4 		$2.94M Buy
31,543
+1,235
+4% +$107K 0.11% 78
2021
Q3 		$2.38M Sell
30,308
-492
-2% -$39.7K 0.09% 91
2021
Q2 		$2.26M Buy
30,800
+49
+0.2% +$3.68K 0.09% 93
2021
Q1 		$2.33M Buy
30,751
+12,043
+64% +$940K 0.11% 85
2020
Q4 		$1.44M Buy
+18,708
New +$1.4M 0.07% 103
2019
Q1 		– Sell
-42,824
Closed -$1.86M – 130
2018
Q4 		$1.86M Buy
42,824
+80
+0.2% +$3.5K 0.19% 74
2018
Q3 		$1.79M Sell
42,744
-149,036
-78% -$6.34M 0.17% 67
2018
Q2 		$8.01M Buy
191,780
+149,880
+358% +$6.05M 0.78% 31
2018
Q1 		$1.71M Buy
41,900
+108
+0.3% +$4.17K 0.17% 63
2017
Q4 		$1.63M Buy
41,792
+548
+1% +$21.2K 0.17% 63
2017
Q3 		$1.51M Sell
41,244
-324
-0.8% -$11.9K 0.16% 74
2017
Q2 		$1.46M Buy
41,568
+4
+0% +$137 0.16% 75
2017
Q1 		$1.33M Sell
41,564
-848
-2% -$26.7K 0.15% 83
2016
Q4 		$1.27M Buy
42,412
+368
+0.9% +$11K 0.14% 81
2016
Q3 		$1.29M Buy
+42,044
New +$1.32M 0.16% 76

Other funds holding NEE

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's NEE Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors reduced its NextEra Energy (NEE) stake by 15% in Q2 2026, selling an estimated $475K and leaving 29,534 shares worth $2.59M. The position accounts for 0.03% of the portfolio, ranked #136.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in NEE in Q3 2016 and has held it in 33 quarters since. The position peaked at $8.01M in Q2 2018. 1,279 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 29,534 shares of NextEra Energy worth $2.59M as of Q2 2026.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 5,251 NextEra Energy shares in Q2 2026, an estimated $475K.
  • NextEra Energy made up 0.03% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #136 holding.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in NextEra Energy in Q3 2016 and has held it in 33 quarters since.
  • CLA (CliftonLarsonAllen) Wealth Advisors's NextEra Energy position peaked at $8.01M in Q2 2018.
  • 1,279 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.