CMH Wealth Management
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CMH Wealth Management’s NextEra Energy NEE Stock Holding History

CMH Wealth 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
Q3 		– Sell
-2,438
Closed -$214K – 117
2026
Q2 		$214K Buy
2,438
+31
+1% +$2.8K 0.03% 115
2026
Q1 		$224K Buy
+2,407
New +$214K 0.04% 113

Other funds holding NEE

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

CMH Wealth Management's NEE Position: Q3 2026 in Review

CMH Wealth Management sold out of NextEra Energy (NEE) in Q3 2026, closing a stake of 2,438 shares — an estimated $214K sold.

CMH Wealth Management first reported a position in NEE in Q1 2026 and held it in 2 quarters. The position peaked at $224K in Q1 2026. 2,004 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

  • CMH Wealth Management reported no remaining NextEra Energy position as of Q3 2026 after selling out during the quarter.
  • CMH Wealth Management sold 2,438 NextEra Energy shares in Q3 2026, an estimated $214K.
  • CMH Wealth Management first reported a position in NextEra Energy in Q1 2026 and held it in 2 quarters.
  • CMH Wealth Management's NextEra Energy position peaked at $224K in Q1 2026.
  • 2,004 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on CMH Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.