Cornerstone Wealth Group’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $6.53M | Buy |
74,394
+2,707
| +4% | +$245K | 0.39% | 74 |
|
|
2026
Q1 | $6.49M | Buy |
71,687
+47,090
| +191% | +$4.19M | 0.42% | 68 |
|
|
2025
Q4 | $1.97M | Sell |
24,597
-82
| -0.3% | -$6.79K | 0.14% | 116 |
|
|
2025
Q3 | $1.86M | Sell |
24,679
-841
| -3% | -$61.4K | 0.13% | 114 |
|
|
2025
Q2 | $1.77M | Sell |
25,520
-404
| -2% | -$28.1K | 0.13% | 108 |
|
|
2025
Q1 | $1.84M | Sell |
25,924
-1,716
| -6% | -$121K | 0.15% | 113 |
|
|
2024
Q4 | $1.98M | Buy |
27,640
+13,086
| +90% | +$1.02M | 0.16% | 110 |
|
|
2024
Q3 | $1.23M | Sell |
14,554
-2,437
| -14% | -$190K | 0.1% | 122 |
|
|
2024
Q2 | $1.2M | Buy |
16,991
+2,720
| +19% | +$193K | 0.11% | 119 |
|
|
2024
Q1 | $912K | Buy |
14,271
+10,791
| +310% | +$632K | 0.08% | 130 |
|
|
2023
Q4 | $211K | Sell |
3,480
-70,952
| -95% | -$4.04M | 0.03% | 138 |
|
|
2023
Q3 | $4.26M | Sell |
74,432
-1,319
| -2% | -$91.3K | 0.76% | 37 |
|
|
2023
Q2 | $5.62M | Buy |
75,751
+1,177
| +2% | +$89.1K | 1.02% | 24 |
|
|
2023
Q1 | $5.75M | Sell |
74,574
-869
| -1% | -$66.8K | 1.02% | 24 |
|
|
2022
Q4 | $6.31M | Sell |
75,443
-688
| -0.9% | -$55.6K | 1.19% | 24 |
|
|
2022
Q3 | $5.97M | Buy |
76,131
+530
| +0.7% | +$45K | 1.32% | 19 |
|
|
2022
Q2 | $5.86M | Buy |
75,601
+7,250
| +11% | +$552K | 1.23% | 23 |
|
|
2022
Q1 | $5.79M | Sell |
68,351
-37,737
| -36% | -$3.02M | 1.06% | 22 |
|
|
2021
Q4 | $9.9M | Buy |
106,088
+4,551
| +4% | +$393K | 1.7% | 14 |
|
|
2021
Q3 | $7.97M | Buy |
101,537
+12,381
| +14% | +$999K | 1.41% | 14 |
|
|
2021
Q2 | $6.86M | Buy |
89,156
+42,679
| +92% | +$3.2M | 1.4% | 14 |
|
|
2021
Q1 | $3.62M | Sell |
46,477
-6,726
| -13% | -$525K | 0.74% | 38 |
|
|
2020
Q4 | $4.11M | Sell |
53,203
-30,897
| -37% | -$2.31M | 1.01% | 23 |
|
|
2020
Q3 | $5.84M | Buy |
84,100
+3,212
| +4% | +$222K | 1.6% | 14 |
|
|
2020
Q2 | $4.86M | Buy |
80,888
+3,872
| +5% | +$232K | 1.22% | 18 |
|
|
2020
Q1 | $4.63M | Sell |
77,016
-10,188
| -12% | -$640K | 1.63% | 13 |
|
|
2019
Q4 | $5.28M | Sell |
87,204
-1,504
| -2% | -$87.8K | 1.43% | 13 |
|
|
2019
Q3 | $5.17M | Buy |
88,708
+48,488
| +121% | +$2.62M | 1.3% | 18 |
|
|
2019
Q2 | $2.06M | Buy |
40,220
+23,936
| +147% | +$1.18M | 0.56% | 46 |
|
|
2019
Q1 | $787K | Buy |
+16,284
| New | +$745K | 0.2% | 101 |
|
Other funds holding NEE
Cornerstone Wealth Group's NEE Position: Q2 2026 in Review
Cornerstone Wealth Group increased its NextEra Energy (NEE) stake by 3.8% in Q2 2026, buying an estimated $245K and bringing the position to 74,394 shares worth $6.53M. The position accounts for 0.39% of the portfolio, ranked #74.
Cornerstone Wealth Group first reported a position in NEE in Q1 2019 and has held it in 30 quarters since. The position peaked at $9.9M in Q4 2021. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.
- Cornerstone Wealth Group held 74,394 shares of NextEra Energy worth $6.53M as of Q2 2026.
- Cornerstone Wealth Group bought 2,707 NextEra Energy shares in Q2 2026, an estimated $245K.
- NextEra Energy made up 0.39% of Cornerstone Wealth Group's portfolio in Q2 2026, its #74 holding.
- Cornerstone Wealth Group first reported a position in NextEra Energy in Q1 2019 and has held it in 30 quarters since.
- Cornerstone Wealth Group's NextEra Energy position peaked at $9.9M in Q4 2021.
- 3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.
Based on Cornerstone Wealth Group's 13F filing for Q2 2026, filed 27 Jul 2026.