Cornerstone Wealth Management’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 | $2.72M | Buy |
31,040
+1,420
| +5% | +$128K | 0.12% | 166 |
|
|
2026
Q1 | $2.75M | Buy |
29,620
+2,133
| +8% | +$190K | 0.14% | 153 |
|
|
2025
Q4 | $2.21M | Buy |
27,487
+4,836
| +21% | +$401K | 0.11% | 170 |
|
|
2025
Q3 | $1.71M | Sell |
22,651
-246
| -1% | -$18K | 0.09% | 190 |
|
|
2025
Q2 | $1.59M | Buy |
22,897
+1,921
| +9% | +$133K | 0.1% | 180 |
|
|
2025
Q1 | $1.49M | Buy |
20,976
+1,783
| +9% | +$126K | 0.1% | 176 |
|
|
2024
Q4 | $1.38M | Sell |
19,193
-140
| -0.7% | -$10.9K | 0.09% | 178 |
|
|
2024
Q3 | $1.63M | Buy |
19,333
+3,998
| +26% | +$312K | 0.12% | 158 |
|
|
2024
Q2 | $1.09M | Buy |
15,335
+1,233
| +9% | +$87.5K | 0.08% | 189 |
|
|
2024
Q1 | $901K | Buy |
14,102
+667
| +5% | +$39.1K | 0.07% | 218 |
|
|
2023
Q4 | $816K | Sell |
13,435
-4,552
| -25% | -$259K | 0.07% | 229 |
|
|
2023
Q3 | $1.03M | Buy |
17,987
+9,093
| +102% | +$629K | 0.1% | 176 |
|
|
2023
Q2 | $660K | Sell |
8,894
-2,015
| -18% | -$153K | 0.06% | 253 |
|
|
2023
Q1 | $841K | Buy |
+10,909
| New | +$839K | 0.08% | 200 |
|
|
2022
Q3 | $1.01M | Buy |
12,878
+145
| +1% | +$12.3K | 0.11% | 158 |
|
|
2022
Q2 | $986K | Buy |
12,733
+1,672
| +15% | +$127K | 0.11% | 164 |
|
|
2022
Q1 | $937K | Sell |
11,061
-3,792
| -26% | -$304K | 0.09% | 189 |
|
|
2021
Q4 | $1.39M | Buy |
14,853
+4,851
| +49% | +$419K | 0.13% | 148 |
|
|
2021
Q3 | $785K | Sell |
10,002
-146
| -1% | -$11.8K | 0.08% | 212 |
|
|
2021
Q2 | $744K | Sell |
10,148
-301
| -3% | -$22.6K | 0.08% | 225 |
|
|
2021
Q1 | $790K | Sell |
10,449
-50
| -0.5% | -$3.9K | 0.09% | 196 |
|
|
2020
Q4 | $810K | Buy |
10,499
+1,119
| +12% | +$83.7K | 0.1% | 181 |
|
|
2020
Q3 | $651K | Buy |
9,380
+136
| +1% | +$9.39K | 0.1% | 185 |
|
|
2020
Q2 | $555K | Sell |
9,244
-20
| -0.2% | -$1.2K | 0.09% | 201 |
|
|
2020
Q1 | $557K | Buy |
9,264
+1,088
| +13% | +$68.4K | 0.11% | 184 |
|
|
2019
Q4 | $495K | Buy |
8,176
+112
| +1% | +$6.54K | 0.08% | 210 |
|
|
2019
Q3 | $470K | Sell |
8,064
-316
| -4% | -$17.1K | 0.08% | 213 |
|
|
2019
Q2 | $430K | Buy |
8,380
+32
| +0.4% | +$1.57K | 0.08% | 228 |
|
|
2019
Q1 | $367K | Sell |
8,348
-216
| -3% | -$9.88K | 0.04% | 334 |
|
|
2018
Q4 | $375K | Buy |
+8,564
| New | +$374K | 0.08% | 239 |
|
|
2018
Q1 | $368K | Sell |
9,084
-104
| -1% | -$4.01K | 0.07% | 263 |
|
|
2017
Q4 | $355K | Buy |
9,188
+712
| +8% | +$27.5K | 0.07% | 276 |
|
|
2017
Q3 | $315K | Buy |
8,476
+196
| +2% | +$7.18K | 0.07% | 278 |
|
|
2017
Q2 | $293K | Buy |
8,280
+80
| +1% | +$2.73K | 0.07% | 289 |
|
|
2017
Q1 | $268K | Buy |
+8,200
| New | +$258K | 0.07% | 267 |
|
|
2016
Q4 | – | Sell |
-6,924
| Closed | -$206K | – | 296 |
|
|
2016
Q3 | $206K | Buy |
+6,924
| New | +$218K | 0.08% | 254 |
|
Other funds holding NEE
Cornerstone Wealth Management's NEE Position: Q2 2026 in Review
Cornerstone Wealth Management increased its NextEra Energy (NEE) stake by 4.8% in Q2 2026, buying an estimated $128K and bringing the position to 31,040 shares worth $2.72M. The position accounts for 0.12% of the portfolio, ranked #166.
Cornerstone Wealth Management first reported a position in NEE in Q3 2016 and has held it in 36 quarters since. The position peaked at $2.75M in Q1 2026. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.
- Cornerstone Wealth Management held 31,040 shares of NextEra Energy worth $2.72M as of Q2 2026.
- Cornerstone Wealth Management bought 1,420 NextEra Energy shares in Q2 2026, an estimated $128K.
- NextEra Energy made up 0.12% of Cornerstone Wealth Management's portfolio in Q2 2026, its #166 holding.
- Cornerstone Wealth Management first reported a position in NextEra Energy in Q3 2016 and has held it in 36 quarters since.
- Cornerstone Wealth Management's NextEra Energy position peaked at $2.75M in Q1 2026.
- 3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.
Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.