CPG
NEE icon

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
Q2 		$83.9K Sell
939
-39
-4% -$3.53K 0.01% 278
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cornerstone Planning Group's NEE Position: Q2 2026 in Review

Cornerstone Planning Group reduced its NextEra Energy (NEE) stake by 4% in Q2 2026, selling an estimated $3.53K and leaving 939 shares worth $83.9K. The position accounts for 0.01% of the portfolio, ranked #278.

Cornerstone Planning Group first reported a position in NEE in Q4 2022 and has held it in 14 quarters since. The position peaked at $94.1K in Q1 2026. 3,048 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Cornerstone Planning Group held 939 shares of NextEra Energy worth $83.9K as of Q2 2026.
  • Cornerstone Planning Group sold 39 NextEra Energy shares in Q2 2026, an estimated $3.53K.
  • NextEra Energy made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #278 holding.
  • Cornerstone Planning Group first reported a position in NextEra Energy in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's NextEra Energy position peaked at $94.1K in Q1 2026.
  • 3,048 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

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