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Cordatus Wealth Management’s NextEra Energy NEE Stock Holding History

Cordatus Wealth Management’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 		$3.37M Buy
36,331
+239
+0.7% +$21.2K 0.8% 38
2025
Q4 		$2.9M Buy
36,092
+78
+0.2% +$6.46K 0.67% 44
2025
Q3 		$2.72M Sell
36,014
-205
-0.6% -$15K 0.64% 46
2025
Q2 		$2.51M Buy
36,219
+107
+0.3% +$7.43K 0.62% 48
2025
Q1 		$2.56M Buy
36,112
+592
+2% +$41.8K 0.7% 47
2024
Q4 		$2.55M Buy
35,520
+816
+2% +$63.4K 0.67% 51
2024
Q3 		$2.93M Sell
34,704
-33
-0.1% -$2.58K 1.05% 28
2024
Q2 		$2.46M Sell
34,737
-1,813
-5% -$129K 0.92% 31
2024
Q1 		$2.34M Buy
36,550
+1,403
+4% +$82.2K 1.69% 19
2023
Q4 		$2.13M Sell
35,147
-4,616
-12% -$263K 1.77% 16
2023
Q3 		$2.28M Sell
39,763
-923
-2% -$63.9K 2.08% 14
2023
Q2 		$3.02M Buy
40,686
+5,683
+16% +$430K 1.14% 27
2023
Q1 		$2.7M Sell
35,003
-63
-0.2% -$4.84K 3.44% 9
2022
Q4 		$2.93M Buy
+35,066
New +$2.83M 4.3% 4
2022
Q3 		– Sell
-34,100
Closed -$2.64M – 120
2022
Q2 		$2.64M Buy
34,100
+505
+2% +$38.4K 1.23% 22
2022
Q1 		$2.85M Sell
33,595
-89
-0.3% -$7.13K 1% 22
2021
Q4 		$3.15M Buy
33,684
+1,836
+6% +$159K 0.92% 29
2021
Q3 		$2.5M Buy
+31,848
New +$2.57M 1.92% 19
2021
Q1 		$3.23M Buy
42,749
+1,081
+3% +$84.4K 1.24% 14
2020
Q4 		$3.21M Buy
41,668
+10,516
+34% +$787K 1.36% 13
2020
Q3 		$2.16M Sell
31,152
-332
-1% -$22.9K 1.04% 25
2020
Q2 		$1.89M Buy
31,484
+216
+0.7% +$12.9K 1.04% 29
2020
Q1 		$1.88M Buy
31,268
+7,092
+29% +$446K 1.36% 21
2019
Q4 		$1.46M Buy
24,176
+2,812
+13% +$164K 0.73% 52
2019
Q3 		$1.24M Buy
21,364
+1,376
+7% +$74.5K 0.65% 56
2019
Q2 		$1.02M Buy
19,988
+488
+3% +$24K 0.6% 53
2019
Q1 		$942K Buy
19,500
+1,368
+8% +$62.5K 0.52% 63
2018
Q4 		$788K Buy
+18,132
New +$793K 0.56% 46

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

Cordatus Wealth Management's NEE Position: Q1 2026 in Review

Cordatus Wealth Management increased its NextEra Energy (NEE) stake by 0.66% in Q1 2026, buying an estimated $21.2K and bringing the position to 36,331 shares worth $3.37M. The position accounts for 0.8% of the portfolio, ranked #38.

Cordatus Wealth Management first reported a position in NEE in Q4 2018 and has held it in 28 quarters since. 3,028 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Cordatus Wealth Management held 36,331 shares of NextEra Energy worth $3.37M as of Q1 2026.
  • Cordatus Wealth Management bought 239 NextEra Energy shares in Q1 2026, an estimated $21.2K.
  • NextEra Energy made up 0.8% of Cordatus Wealth Management's portfolio in Q1 2026, its #38 holding.
  • Cordatus Wealth Management first reported a position in NextEra Energy in Q4 2018 and has held it in 28 quarters since.
  • 3,028 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Cordatus Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.