CLA (CliftonLarsonAllen) Wealth Advisors’s NextEra Energy NEE Stock Holding History
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
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. 3,042 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.
- 3,042 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.