Consolidated Planning Corp
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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
Q3 		$562K Buy
7,421
+1,195
+19% +$101K 0.08% 109
2026
Q2 		$546K Buy
6,226
+691
+12% +$62.5K 0.07% 100
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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Consolidated Planning Corp's NEE Position: Q3 2026 in Review

Consolidated Planning Corp increased its NextEra Energy (NEE) stake by 19% in Q3 2026, buying an estimated $101K and bringing the position to 7,421 shares worth $562K. The position accounts for 0.08% of the portfolio, ranked #109.

Consolidated Planning Corp first reported a position in NEE in Q3 2021 and has held it in 15 quarters since. 2,213 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

  • Consolidated Planning Corp held 7,421 shares of NextEra Energy worth $562K as of Q3 2026.
  • Consolidated Planning Corp bought 1,195 NextEra Energy shares in Q3 2026, an estimated $101K.
  • NextEra Energy made up 0.08% of Consolidated Planning Corp's portfolio in Q3 2026, its #109 holding.
  • Consolidated Planning Corp first reported a position in NextEra Energy in Q3 2021 and has held it in 15 quarters since.
  • 2,213 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Consolidated Planning Corp's 13F filing for Q3 2026, filed 21 Oct 2026.