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Clifford Group’s NextEra Energy NEE Stock Holding History

Clifford Group’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 		$603K Sell
6,869
-190
-3% -$17.2K 0.42% 36
2026
Q1 		$656K Buy
7,059
+577
+9% +$51.3K 0.51% 32
2025
Q4 		$520K Sell
6,482
-314
-5% -$26K 0.4% 35
2025
Q3 		$513K Buy
6,796
+914
+16% +$66.8K 0.4% 38
2025
Q2 		$408K Sell
5,882
-809
-12% -$56.2K 0.34% 44
2025
Q1 		$474K Sell
6,691
-910
-12% -$64.2K 0.44% 37
2024
Q4 		$545K Sell
7,601
-2,121
-22% -$165K 0.42% 39
2024
Q3 		$822K Sell
9,722
-364
-4% -$28.4K 0.64% 25
2024
Q2 		$714K Sell
10,086
-342
-3% -$24.3K 0.58% 26
2024
Q1 		$666K Buy
10,428
+1,618
+18% +$94.8K 0.55% 34
2023
Q4 		$535K Buy
8,810
+1,296
+17% +$73.9K 0.5% 44
2023
Q3 		$430K Sell
7,514
-136
-2% -$9.41K 0.47% 50
2023
Q2 		$568K Buy
7,650
+1,421
+23% +$108K 0.61% 41
2023
Q1 		$480K Buy
6,229
+225
+4% +$17.3K 0.58% 37
2022
Q4 		$502K Buy
+6,004
New +$485K 0.63% 38

Other funds holding NEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Clifford Group's NEE Position: Q2 2026 in Review

Clifford Group reduced its NextEra Energy (NEE) stake by 2.7% in Q2 2026, selling an estimated $17.2K and leaving 6,869 shares worth $603K. The position accounts for 0.42% of the portfolio, ranked #36.

Clifford Group first reported a position in NEE in Q4 2022 and has held it in 15 quarters since. The position peaked at $822K in Q3 2024. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Clifford Group held 6,869 shares of NextEra Energy worth $603K as of Q2 2026.
  • Clifford Group sold 190 NextEra Energy shares in Q2 2026, an estimated $17.2K.
  • NextEra Energy made up 0.42% of Clifford Group's portfolio in Q2 2026, its #36 holding.
  • Clifford Group first reported a position in NextEra Energy in Q4 2022 and has held it in 15 quarters since.
  • Clifford Group's NextEra Energy position peaked at $822K in Q3 2024.
  • 3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Clifford Group's 13F filing for Q2 2026, filed 14 Aug 2026.