Cornerstone Advisory’s NextEra Energy NEE Stock Holding History

Cornerstone Advisory’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	$771K	Buy	8,790 +153	+2%	+$13.8K	0.06%	132
2026 Q1	$802K	Buy	8,637 +447	+5%	+$39.7K	0.08%	118
2025 Q4	$657K	Buy	8,190 +43	+0.5%	+$3.56K	0.06%	132
2025 Q3	$615K	Buy	8,147 +427	+6%	+$31.2K	0.06%	144
2025 Q2	$536K	Sell	7,720 -165	-2%	-$11.5K	0.06%	143
2025 Q1	$525K	Sell	7,885 -5	-0.1%	-$353	0.06%	139
2024 Q4	$537K	Buy	7,890 +2,265	+40%	+$176K	0.06%	135
2024 Q3	$475K	Sell	5,625 -3,183	-36%	-$248K	0.06%	138
2024 Q2	$624K	Sell	8,808 -2,295	-21%	-$163K	0.09%	111
2024 Q1	$710K	Buy	+11,103	New	+$650K	0.1%	112
2022 Q1	–	Sell	-1,291	Closed	-$120K	–	563
2021 Q4	$120K	Buy	+1,291	New	+$112K	0.02%	313

Other funds holding NEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cornerstone Advisory's NEE Position: Q2 2026 in Review

Cornerstone Advisory increased its NextEra Energy (NEE) stake by 1.8% in Q2 2026, buying an estimated $13.8K and bringing the position to 8,790 shares worth $771K. The position accounts for 0.06% of the portfolio, ranked #132.

Cornerstone Advisory first reported a position in NEE in Q4 2021 and has held it in 11 quarters since. The position peaked at $802K in Q1 2026. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Cornerstone Advisory held 8,790 shares of NextEra Energy worth $771K as of Q2 2026.
Cornerstone Advisory bought 153 NextEra Energy shares in Q2 2026, an estimated $13.8K.
NextEra Energy made up 0.06% of Cornerstone Advisory's portfolio in Q2 2026, its #132 holding.
Cornerstone Advisory first reported a position in NextEra Energy in Q4 2021 and has held it in 11 quarters since.
Cornerstone Advisory's NextEra Energy position peaked at $802K in Q1 2026.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Cornerstone Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.