Clear Creek Financial Management’s NextEra Energy NEE Stock Holding History

Clear Creek Financial Management’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	$2.11M	Buy	22,716 +477	+2%	+$42.4K	0.16%	143
2025 Q4	$1.79M	Buy	22,239 +1,337	+6%	+$111K	0.15%	150
2025 Q3	$1.58M	Buy	20,902 +222	+1%	+$16.2K	0.14%	149
2025 Q2	$1.44M	Buy	20,680 +1,458	+8%	+$101K	0.14%	169
2025 Q1	$1.36M	Buy	19,222 +3,041	+19%	+$215K	0.14%	148
2024 Q4	$1.16M	Buy	16,181 +4,629	+40%	+$360K	0.13%	166
2024 Q3	$976K	Sell	11,552 -249	-2%	-$19.4K	0.11%	173
2024 Q2	$836K	Buy	11,801 +633	+6%	+$44.9K	0.1%	182
2024 Q1	$714K	Buy	11,168 +1,300	+13%	+$76.2K	0.09%	191
2023 Q4	$599K	Sell	9,868 -186	-2%	-$10.6K	0.1%	173
2023 Q3	$576K	Buy	10,054 +3,186	+46%	+$221K	0.1%	152
2023 Q2	$510K	Buy	6,868 +136	+2%	+$10.3K	0.09%	171
2023 Q1	$519K	Sell	6,732 -78	-1%	-$6K	0.1%	153
2022 Q4	$569K	Sell	6,810 -20	-0.3%	-$1.62K	0.13%	139
2022 Q3	$536K	Sell	6,830 -394	-5%	-$33.4K	0.12%	141
2022 Q2	$560K	Buy	7,224 +1,534	+27%	+$117K	0.12%	142
2022 Q1	$482K	Buy	5,690 +551	+11%	+$44.2K	0.08%	195
2021 Q4	$480K	Buy	5,139 +218	+4%	+$18.8K	0.07%	188
2021 Q3	$386K	Buy	4,921 +375	+8%	+$30.2K	0.06%	211
2021 Q2	$333K	Buy	+4,546	New	+$341K	0.05%	220
2021 Q1	–	Sell	-3,534	Closed	-$272K	–	184
2020 Q4	$272K	Buy	+3,534	New	+$264K	0.05%	248
2020 Q3	–	Sell	-3,756	Closed	-$225K	–	199
2020 Q2	$225K	Buy	+3,756	New	+$225K	0.06%	214

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

Clear Creek Financial Management's NEE Position: Q1 2026 in Review

Clear Creek Financial Management increased its NextEra Energy (NEE) stake by 2.1% in Q1 2026, buying an estimated $42.4K and bringing the position to 22,716 shares worth $2.11M. The position accounts for 0.16% of the portfolio, ranked #143.

Clear Creek Financial Management first reported a position in NEE in Q2 2020 and has held it in 22 quarters since. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Clear Creek Financial Management held 22,716 shares of NextEra Energy worth $2.11M as of Q1 2026.
Clear Creek Financial Management bought 477 NextEra Energy shares in Q1 2026, an estimated $42.4K.
NextEra Energy made up 0.16% of Clear Creek Financial Management's portfolio in Q1 2026, its #143 holding.
Clear Creek Financial Management first reported a position in NextEra Energy in Q2 2020 and has held it in 22 quarters since.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Clear Creek Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.