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Cornerstone Planning Group’s NextEra Energy NEE Stock Holding History

Cornerstone Planning 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
Q1 		$94.1K Buy
978
+111
+13% +$9.87K 0.01% 255
2025
Q4 		$75.9K Buy
867
+700
+419% +$58K 0.01% 254
2025
Q3 		$22.6K Sell
167
-645
-79% -$47.1K ﹤0.01% 543
2025
Q2 		$57.8K Buy
812
+17
+2% +$1.18K 0.01% 217
2025
Q1 		$53.5K Sell
795
-135
-15% -$9.53K 0.01% 225
2024
Q4 		$68.6K Sell
930
-36
-4% -$2.8K 0.02% 147
2024
Q3 		$76.9K Buy
966
+44
+5% +$3.43K 0.02% 135
2024
Q2 		$70.7K Buy
922
+10
+1% +$710 0.02% 164
2024
Q1 		$64K Buy
912
+15
+2% +$879 0.02% 151
2023
Q4 		$54.5K Sell
897
-45
-5% -$2.56K 0.02% 175
2023
Q3 		$54K Buy
942
+732
+349% +$50.7K 0.02% 174
2023
Q2 		$15.6K Buy
+210
New +$15.9K 0.01% 499
2022
Q4 		$77.6K Buy
+940
New +$75.9K 0.03% 194

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

Cornerstone Planning Group's NEE Position: Q1 2026 in Review

Cornerstone Planning Group increased its NextEra Energy (NEE) stake by 13% in Q1 2026, buying an estimated $9.87K and bringing the position to 978 shares worth $94.1K. The position accounts for 0.01% of the portfolio, ranked #255.

Cornerstone Planning Group first reported a position in NEE in Q4 2022 and has held it in 13 quarters since. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Cornerstone Planning Group held 978 shares of NextEra Energy worth $94.1K as of Q1 2026.
  • Cornerstone Planning Group bought 111 NextEra Energy shares in Q1 2026, an estimated $9.87K.
  • NextEra Energy made up 0.01% of Cornerstone Planning Group's portfolio in Q1 2026, its #255 holding.
  • Cornerstone Planning Group first reported a position in NextEra Energy in Q4 2022 and has held it in 13 quarters since.
  • 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.