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Compton Wealth Advisory Group’s NextEra Energy NEE Stock Holding History

Compton Wealth Advisory Group’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 		$845K Hold
9,100
– – 0.19% 58
2025
Q4 		$731K Hold
9,100
– – 0.16% 60
2025
Q3 		$687K Hold
9,100
– – 0.16% 61
2025
Q2 		$632K Hold
9,100
– – 0.16% 62
2025
Q1 		$645K Hold
9,100
– – 0.18% 62
2024
Q4 		$652K Buy
9,100
+1,350
+17% +$105K 0.17% 72
2024
Q3 		$655K Buy
+7,750
New +$605K 0.17% 73
2023
Q4 		– Sell
-15,613
Closed -$894K – 90
2023
Q3 		$894K Sell
15,613
-294
-2% -$20.4K 0.31% 56
2023
Q2 		$1.18M Sell
15,907
-231
-1% -$17.5K 0.39% 50
2023
Q1 		$1.24M Buy
16,138
+4,179
+35% +$321K 0.43% 45
2022
Q4 		$1,000K Sell
11,959
-121
-1% -$9.78K 0.39% 51
2022
Q3 		$947K Sell
12,080
-1,748
-13% -$148K 0.4% 52
2022
Q2 		$1.07M Buy
13,828
+4,610
+50% +$351K 0.46% 48
2022
Q1 		$781K Buy
9,218
+514
+6% +$41.2K 0.3% 63
2021
Q4 		$813K Buy
8,704
+79
+0.9% +$6.83K 0.35% 56
2021
Q3 		$677K Buy
8,625
+17
+0.2% +$1.37K 0.32% 55
2021
Q2 		$631K Buy
8,608
+620
+8% +$46.5K 0.29% 56
2021
Q1 		$604K Buy
7,988
+1,300
+19% +$101K 0.35% 52
2020
Q4 		$516K Buy
6,688
+12
+0.2% +$898 0.32% 52
2020
Q3 		$463K Buy
6,676
+20
+0.3% +$1.38K 0.35% 54
2020
Q2 		$400K Buy
6,656
+76
+1% +$4.55K 0.43% 55
2020
Q1 		$396K Buy
6,580
+300
+5% +$18.9K 0.51% 45
2019
Q4 		$380K Buy
6,280
+12
+0.2% +$701 0.34% 50
2019
Q3 		$365K Buy
6,268
+296
+5% +$16K 0.2% 56
2019
Q2 		$306K Buy
5,972
+4
+0.1% +$197 0.16% 59
2019
Q1 		$288K Buy
5,968
+200
+3% +$9.14K 0.15% 61
2018
Q4 		$251K Buy
+5,768
New +$252K 0.13% 64

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

Compton Wealth Advisory Group's NEE Position: Q1 2026 in Review

Compton Wealth Advisory Group held its NextEra Energy (NEE) position steady in Q1 2026 at 9,100 shares worth $845K. The position accounts for 0.19% of the portfolio, ranked #58.

Compton Wealth Advisory Group first reported a position in NEE in Q4 2018 and has held it in 27 quarters since. The position peaked at $1.24M in Q1 2023. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Compton Wealth Advisory Group held 9,100 shares of NextEra Energy worth $845K as of Q1 2026.
  • Compton Wealth Advisory Group left its NextEra Energy share count unchanged in Q1 2026.
  • NextEra Energy made up 0.19% of Compton Wealth Advisory Group's portfolio in Q1 2026, its #58 holding.
  • Compton Wealth Advisory Group first reported a position in NextEra Energy in Q4 2018 and has held it in 27 quarters since.
  • Compton Wealth Advisory Group's NextEra Energy position peaked at $1.24M in Q1 2023.
  • 3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Compton Wealth Advisory Group's 13F filing for Q1 2026, filed 14 Apr 2026.