Consolidated Planning Corp’s NextEra Energy NEE Stock Holding History

Consolidated Planning Corp’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	$514K	Buy	5,535 +1,178	+27%	+$105K	0.08%	92
2025 Q4	$350K	Hold	4,357	–	–	0.04%	164
2025 Q3	$329K	Buy	4,357 +726	+20%	+$53K	0.03%	159
2025 Q2	$252K	Sell	3,631 -556	-13%	-$38.6K	0.03%	170
2025 Q1	$297K	Buy	4,187 +69	+2%	+$4.87K	0.04%	155
2024 Q4	$295K	Hold	4,118	–	–	0.04%	169
2024 Q3	$348K	Hold	4,118	–	–	0.05%	150
2024 Q2	$292K	Hold	4,118	–	–	0.05%	145
2024 Q1	$263K	Sell	4,118 -828	-17%	-$48.5K	0.05%	153
2023 Q4	$300K	Buy	4,946 +76	+2%	+$4.33K	0.06%	122
2023 Q3	$279K	Sell	4,870 -208	-4%	-$14.4K	0.06%	125
2023 Q2	$377K	Buy	+5,078	New	+$384K	0.08%	125
2021 Q4	–	Sell	-872	Closed	-$68K	–	316
2021 Q3	$68K	Buy	+872	New	+$70.3K	0.04%	138

Other funds holding NEE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Consolidated Planning Corp's NEE Position: Q1 2026 in Review

Consolidated Planning Corp increased its NextEra Energy (NEE) stake by 27% in Q1 2026, buying an estimated $105K and bringing the position to 5,535 shares worth $514K. The position accounts for 0.08% of the portfolio, ranked #92.

Consolidated Planning Corp first reported a position in NEE in Q3 2021 and has held it in 13 quarters since. 3,028 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Consolidated Planning Corp held 5,535 shares of NextEra Energy worth $514K as of Q1 2026.
Consolidated Planning Corp bought 1,178 NextEra Energy shares in Q1 2026, an estimated $105K.
NextEra Energy made up 0.08% of Consolidated Planning Corp's portfolio in Q1 2026, its #92 holding.
Consolidated Planning Corp first reported a position in NextEra Energy in Q3 2021 and has held it in 13 quarters since.
3,028 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Consolidated Planning Corp's 13F filing for Q1 2026, filed 16 Apr 2026.