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Comprehensive Money Management Services’s NextEra Energy NEE Stock Holding History

Comprehensive Money Management 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
Q2 		$227K Buy
2,585
+250
+11% +$22.6K 0.14% 186
2026
Q1 		$217K Buy
+2,335
New +$208K 0.14% 180

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

Comprehensive Money Management Services's NEE Position: Q2 2026 in Review

Comprehensive Money Management Services increased its NextEra Energy (NEE) stake by 11% in Q2 2026, buying an estimated $22.6K and bringing the position to 2,585 shares worth $227K. The position accounts for 0.14% of the portfolio, ranked #186.

Comprehensive Money Management Services first reported a position in NEE in Q1 2026 and has held it in 2 quarters since. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Comprehensive Money Management Services held 2,585 shares of NextEra Energy worth $227K as of Q2 2026.
  • Comprehensive Money Management Services bought 250 NextEra Energy shares in Q2 2026, an estimated $22.6K.
  • NextEra Energy made up 0.14% of Comprehensive Money Management Services's portfolio in Q2 2026, its #186 holding.
  • Comprehensive Money Management Services first reported a position in NextEra Energy in Q1 2026 and has held it in 2 quarters since.
  • 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Comprehensive Money Management Services's 13F filing for Q2 2026, filed 17 Aug 2026.