Commonwealth Equity Services
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Commonwealth Equity Services’s NextEra Energy NEE Stock Holding History

Commonwealth Equity Services’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 		$204M Sell
2,191,696
-36,092
-2% -$3.21M 0.28% 66
2025
Q4 		$179M Sell
2,227,788
-189,491
-8% -$15.7M 0.24% 74
2025
Q3 		$182M Sell
2,417,279
-219,699
-8% -$16.1M 0.24% 79
2025
Q2 		$183M Sell
2,636,978
-74,096
-3% -$5.15M 0.24% 72
2025
Q1 		$192M Buy
2,711,074
+26,937
+1% +$1.9M 0.27% 67
2024
Q4 		$192M Sell
2,684,137
-2,942
-0.1% -$229K 0.28% 61
2024
Q3 		$227M Sell
2,687,079
-74,051
-3% -$5.78M 0.34% 51
2024
Q2 		$196M Sell
2,761,130
-256,157
-8% -$18.2M 0.31% 59
2024
Q1 		$193M Buy
3,017,287
+53,438
+2% +$3.13M 0.32% 59
2023
Q4 		$180M Buy
2,963,849
+154,992
+6% +$8.83M 0.33% 55
2023
Q3 		$161M Buy
2,808,857
+107,794
+4% +$7.46M 0.33% 50
2023
Q2 		$200M Buy
2,701,063
+20,536
+0.8% +$1.55M 0.41% 37
2023
Q1 		$207K Buy
2,680,527
+74,182
+3% +$5.7M 0.43% 34
2022
Q4 		$218M Buy
2,606,345
+36,759
+1% +$2.97M 0.52% 31
2022
Q3 		$201M Buy
2,569,586
+44,015
+2% +$3.73M 0.52% 30
2022
Q2 		$196M Buy
2,525,571
+69,768
+3% +$5.31M 0.51% 34
2022
Q1 		$208M Buy
2,455,803
+112,864
+5% +$9.05M 0.48% 35
2021
Q4 		$219M Buy
2,342,939
+52,022
+2% +$4.5M 0.49% 33
2021
Q3 		$180M Buy
2,290,917
+64,281
+3% +$5.18M 0.45% 39
2021
Q2 		$163M Buy
2,226,636
+116,146
+6% +$8.72M 0.41% 45
2021
Q1 		$160M Sell
2,110,490
-4,164
-0.2% -$325K 0.45% 39
2020
Q4 		$163M Buy
2,114,654
+42,446
+2% +$3.18M 0.49% 37
2020
Q3 		$144M Sell
2,072,208
-31,232
-1% -$2.16M 0.49% 38
2020
Q2 		$126M Buy
2,103,440
+53,228
+3% +$3.19M 0.48% 40
2020
Q1 		$123M Sell
2,050,212
-135,852
-6% -$8.54M 0.57% 32
2019
Q4 		$132M Buy
2,186,064
+92,304
+4% +$5.39M 0.5% 39
2019
Q3 		$122M Buy
2,093,760
+147,628
+8% +$7.99M 0.52% 37
2019
Q2 		$99.7M Sell
1,946,132
-106,284
-5% -$5.23M 0.44% 49
2019
Q1 		$99.2M Buy
2,052,416
+115,368
+6% +$5.27M 0.46% 44
2018
Q4 		$84.2M Buy
1,937,048
+63,716
+3% +$2.79M 0.45% 47
2018
Q3 		$78.5M Buy
1,873,332
+132,284
+8% +$5.63M 0.38% 55
2018
Q2 		$72.7M Buy
1,741,048
+46,052
+3% +$1.86M 0.38% 57
2018
Q1 		$69.2M Buy
1,694,996
+20,204
+1% +$779K 0.38% 59
2017
Q4 		$65.4M Buy
1,674,792
+45,116
+3% +$1.74M 0.36% 63
2017
Q3 		$59.7M Buy
1,629,676
+191,872
+13% +$7.03M 0.36% 66
2017
Q2 		$50.4M Buy
1,437,804
+83,096
+6% +$2.84M 0.32% 72
2017
Q1 		$43.5M Buy
1,354,708
+7,956
+0.6% +$250K 0.29% 74
2016
Q4 		$40.2M Buy
1,346,752
+30,544
+2% +$913K 0.3% 72
2016
Q3 		$40.3M Buy
1,316,208
+15,176
+1% +$478K 0.32% 68
2016
Q2 		$42.4M Buy
1,301,032
+30,672
+2% +$921K 0.36% 60
2016
Q1 		$37.6M Buy
1,270,360
+61,932
+5% +$1.74M 0.34% 64
2015
Q4 		$31.4M Buy
1,208,428
+63,736
+6% +$1.61M 0.3% 68
2015
Q3 		$27.9M Buy
1,144,692
+160,928
+16% +$4.09M 0.29% 67
2015
Q2 		$24.1M Buy
983,764
+95,108
+11% +$2.42M 0.24% 88
2015
Q1 		$23.1M Buy
888,656
+38,672
+5% +$1.02M 0.24% 87
2014
Q4 		$22.6M Buy
849,984
+60,284
+8% +$1.52M 0.25% 82
2014
Q3 		$18.5M Buy
789,700
+30,508
+4% +$737K 0.23% 91
2014
Q2 		$19.4M Sell
759,192
-3,892
-0.5% -$94.7K 0.24% 85
2014
Q1 		$18.2M Sell
763,084
-11,268
-1% -$255K 0.25% 82
2013
Q4 		$16.6M Buy
774,352
+97,376
+14% +$2.05M 0.24% 89
2013
Q3 		$13.6M Sell
676,976
-115,508
-15% -$2.38M 0.22% 99
2013
Q2 		$16.1M Buy
+792,484
New +$15.7M 0.28% 79

Other funds holding NEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Commonwealth Equity Services's NEE Position: Q1 2026 in Review

Commonwealth Equity Services reduced its NextEra Energy (NEE) stake by 1.6% in Q1 2026, selling an estimated $3.21M and leaving 2,191,696 shares worth $204M. The position accounts for 0.28% of the portfolio, ranked #66.

Commonwealth Equity Services first reported a position in NEE in Q2 2013 and has held it in 52 quarters since. The position peaked at $227M in Q3 2024. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Commonwealth Equity Services held 2,191,696 shares of NextEra Energy worth $204M as of Q1 2026.
  • Commonwealth Equity Services sold 36,092 NextEra Energy shares in Q1 2026, an estimated $3.21M.
  • NextEra Energy made up 0.28% of Commonwealth Equity Services's portfolio in Q1 2026, its #66 holding.
  • Commonwealth Equity Services first reported a position in NextEra Energy in Q2 2013 and has held it in 52 quarters since.
  • Commonwealth Equity Services's NextEra Energy position peaked at $227M in Q3 2024.
  • 3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.