Cladis Investment Advisory’s NextEra Energy NEE Stock Holding History

Cladis Investment Advisory’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	$2.15M	Buy	24,500 +1,000	+4%	+$90.5K	1.01%	22
2026 Q1	$2.18M	Sell	23,500 -1,083	-4%	-$96.3K	1.2%	19
2025 Q4	$1.97M	Hold	24,583	–	–	1.08%	21
2025 Q3	$1.86M	Sell	24,583 -1,000	-4%	-$73.1K	1.06%	23
2025 Q2	$1.78M	Hold	25,583	–	–	1.11%	24
2025 Q1	$1.81M	Buy	25,583 +283	+1%	+$20K	1.31%	17
2024 Q4	$1.81M	Hold	25,300	–	–	1.29%	19
2024 Q3	$2.14M	Hold	25,300	–	–	1.48%	13
2024 Q2	$1.79M	Hold	25,300	–	–	1.3%	17
2024 Q1	$1.62M	Hold	25,300	–	–	1.19%	21
2023 Q4	$1.54M	Hold	25,300	–	–	1.21%	22
2023 Q3	$1.45M	Hold	25,300	–	–	1.27%	20
2023 Q2	$1.88M	Hold	25,300	–	–	1.63%	12
2023 Q1	$1.95M	Hold	25,300	–	–	1.75%	11
2022 Q4	$2.12M	Hold	25,300	–	–	2.11%	7
2022 Q3	$1.98M	Hold	25,300	–	–	2.15%	7
2022 Q2	$1.96M	Hold	25,300	–	–	1.96%	10
2022 Q1	$2.14M	Buy	25,300 +1,000	+4%	+$80.1K	1.74%	12
2021 Q4	$2.27M	Buy	+24,300	New	+$2.1M	1.82%	11

Other funds holding NEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cladis Investment Advisory's NEE Position: Q2 2026 in Review

Cladis Investment Advisory increased its NextEra Energy (NEE) stake by 4.3% in Q2 2026, buying an estimated $90.5K and bringing the position to 24,500 shares worth $2.15M. The position accounts for 1.01% of the portfolio, ranked #22.

Cladis Investment Advisory first reported a position in NEE in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.27M in Q4 2021. 3,044 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Cladis Investment Advisory held 24,500 shares of NextEra Energy worth $2.15M as of Q2 2026.
Cladis Investment Advisory bought 1,000 NextEra Energy shares in Q2 2026, an estimated $90.5K.
NextEra Energy made up 1.01% of Cladis Investment Advisory's portfolio in Q2 2026, its #22 holding.
Cladis Investment Advisory first reported a position in NextEra Energy in Q4 2021 and has held it in 19 quarters since.
Cladis Investment Advisory's NextEra Energy position peaked at $2.27M in Q4 2021.
3,044 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Cladis Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.