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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
Q2 		$800K Buy
9,260
+160
+2% +$14.5K 0.16% 60
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 $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

Compton Wealth Advisory Group's NEE Position: Q2 2026 in Review

Compton Wealth Advisory Group increased its NextEra Energy (NEE) stake by 1.8% in Q2 2026, buying an estimated $14.5K and bringing the position to 9,260 shares worth $800K. The position accounts for 0.16% of the portfolio, ranked #60.

Compton Wealth Advisory Group first reported a position in NEE in Q4 2018 and has held it in 28 quarters since. The position peaked at $1.24M in Q1 2023. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Compton Wealth Advisory Group held 9,260 shares of NextEra Energy worth $800K as of Q2 2026.
  • Compton Wealth Advisory Group bought 160 NextEra Energy shares in Q2 2026, an estimated $14.5K.
  • NextEra Energy made up 0.16% of Compton Wealth Advisory Group's portfolio in Q2 2026, its #60 holding.
  • Compton Wealth Advisory Group first reported a position in NextEra Energy in Q4 2018 and has held it in 28 quarters since.
  • Compton Wealth Advisory Group's NextEra Energy position peaked at $1.24M in Q1 2023.
  • 3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Compton Wealth Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.