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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
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

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

CMH Wealth Management's NEE Position: Q2 2026 in Review

CMH Wealth Management increased its NextEra Energy (NEE) stake by 1.3% in Q2 2026, buying an estimated $2.8K and bringing the position to 2,438 shares worth $214K. The position accounts for 0.03% of the portfolio, ranked #115.

CMH Wealth Management first reported a position in NEE in Q1 2026 and has held it in 2 quarters since. The position peaked at $224K in Q1 2026. 560 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • CMH Wealth Management held 2,438 shares of NextEra Energy worth $214K as of Q2 2026.
  • CMH Wealth Management bought 31 NextEra Energy shares in Q2 2026, an estimated $2.8K.
  • NextEra Energy made up 0.03% of CMH Wealth Management's portfolio in Q2 2026, its #115 holding.
  • CMH Wealth Management first reported a position in NextEra Energy in Q1 2026 and has held it in 2 quarters since.
  • CMH Wealth Management's NextEra Energy position peaked at $224K in Q1 2026.
  • 560 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on CMH Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.