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Commonwealth Retirement Investments’s NextEra Energy NEE Stock Holding History

Commonwealth Retirement Investments’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 		$44.6K Buy
+508
New +$46K 0.01% 186
2026
Q1 		– Sell
-508
Closed -$40.8K – 325
2025
Q4 		$40.8K Buy
+508
New +$42.1K 0.01% 192

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 $3.38T AUM 44.17% 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

Commonwealth Retirement Investments's NEE Position: Q2 2026 in Review

Commonwealth Retirement Investments opened a new position in NextEra Energy (NEE) in Q2 2026: 508 shares worth $44.6K. The stake represents 0.01% of the portfolio and ranks #186 among its holdings. This is a return to the name: Commonwealth Retirement Investments previously reported a position in NEE as recently as Q4 2025.

Commonwealth Retirement Investments first reported a position in NEE in Q4 2025 and has held it in 2 quarters since. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Commonwealth Retirement Investments held 508 shares of NextEra Energy worth $44.6K as of Q2 2026.
  • NextEra Energy was a new Commonwealth Retirement Investments position in Q2 2026.
  • NextEra Energy made up 0.01% of Commonwealth Retirement Investments's portfolio in Q2 2026, its #186 holding.
  • Commonwealth Retirement Investments first reported a position in NextEra Energy in Q4 2025 and has held it in 2 quarters since.
  • 3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Commonwealth Retirement Investments's 13F filing for Q2 2026, filed 3 Aug 2026.