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Cornerstone Wealth Group’s NextEra Energy NEE Stock Holding History

Cornerstone Wealth 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 		$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

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 Wealth Group's NEE Position: Q1 2026 in Review

Cornerstone Wealth Group increased its NextEra Energy (NEE) stake by 191% in Q1 2026, buying an estimated $4.19M and bringing the position to 71,687 shares worth $6.49M. The position accounts for 0.42% of the portfolio, ranked #68.

Cornerstone Wealth Group first reported a position in NEE in Q1 2019 and has held it in 29 quarters since. The position peaked at $9.9M in Q4 2021. 3,028 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Cornerstone Wealth Group held 71,687 shares of NextEra Energy worth $6.49M as of Q1 2026.
  • Cornerstone Wealth Group bought 47,090 NextEra Energy shares in Q1 2026, an estimated $4.19M.
  • NextEra Energy made up 0.42% of Cornerstone Wealth Group's portfolio in Q1 2026, its #68 holding.
  • Cornerstone Wealth Group first reported a position in NextEra Energy in Q1 2019 and has held it in 29 quarters since.
  • Cornerstone Wealth Group's NextEra Energy position peaked at $9.9M in Q4 2021.
  • 3,028 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Cornerstone Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.