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CM Wealth Advisors’s NextEra Energy NEE Stock Holding History

CM 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 		$449K Buy
5,113
+296
+6% +$26.8K 0.08% 108
2026
Q1 		$447K Buy
4,817
+1,017
+27% +$90.4K 0.1% 86
2025
Q4 		$305K Buy
+3,800
New +$315K 0.07% 111

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

CM Wealth Advisors's NEE Position: Q2 2026 in Review

CM Wealth Advisors increased its NextEra Energy (NEE) stake by 6.1% in Q2 2026, buying an estimated $26.8K and bringing the position to 5,113 shares worth $449K. The position accounts for 0.08% of the portfolio, ranked #108.

CM Wealth Advisors first reported a position in NEE in Q4 2025 and has held it in 3 quarters since. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • CM Wealth Advisors held 5,113 shares of NextEra Energy worth $449K as of Q2 2026.
  • CM Wealth Advisors bought 296 NextEra Energy shares in Q2 2026, an estimated $26.8K.
  • NextEra Energy made up 0.08% of CM Wealth Advisors's portfolio in Q2 2026, its #108 holding.
  • CM Wealth Advisors first reported a position in NextEra Energy in Q4 2025 and has held it in 3 quarters since.
  • 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.