Creative Financial Designs’s NextEra Energy NEE Stock Holding History

Creative Financial Designs’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	$911K	Sell	9,811 -3,170	-24%	-$282K	0.06%	235
2025 Q4	$1.04M	Buy	12,981 +1,699	+15%	+$141K	0.07%	223
2025 Q3	$852K	Buy	11,282 +8,598	+320%	+$628K	0.06%	253
2025 Q2	$186K	Sell	2,684 -225	-8%	-$15.6K	0.01%	508
2025 Q1	$206K	Buy	2,909 +311	+12%	+$22K	0.02%	430
2024 Q4	$186K	Sell	2,598 -649	-20%	-$50.4K	0.02%	452
2024 Q3	$274K	Sell	3,247 -3,341	-51%	-$261K	0.02%	386
2024 Q2	$467K	Sell	6,588 -6,820	-51%	-$484K	0.04%	285
2024 Q1	$857K	Sell	13,408 -1,206	-8%	-$70.7K	0.08%	185
2023 Q4	$888K	Buy	14,614 +404	+3%	+$23K	0.09%	174
2023 Q3	$814K	Sell	14,210 -190	-1%	-$13.2K	0.09%	165
2023 Q2	$1.07M	Sell	14,400 -144	-1%	-$10.9K	0.13%	146
2023 Q1	$1.12M	Buy	14,544 +773	+6%	+$59.4K	0.15%	134
2022 Q4	$1.15M	Buy	13,771 +499	+4%	+$40.3K	0.17%	115
2022 Q3	$1.04M	Buy	13,272 +1,278	+11%	+$108K	0.17%	115
2022 Q2	$929K	Buy	11,994 +2,463	+26%	+$188K	0.15%	128
2022 Q1	$807K	Buy	9,531 +2,051	+27%	+$164K	0.12%	144
2021 Q4	$698K	Buy	7,480 +660	+10%	+$57K	0.11%	154
2021 Q3	$536K	Sell	6,820 -44	-0.6%	-$3.55K	0.09%	173
2021 Q2	$503K	Buy	6,864 +4,171	+155%	+$313K	0.09%	178
2021 Q1	$204K	Buy	2,693 +1,187	+79%	+$92.6K	0.04%	266
2020 Q4	$116K	Buy	1,506 +26	+2%	+$1.95K	0.02%	343
2020 Q3	$103K	Sell	1,480 -160	-10%	-$11K	0.03%	335
2020 Q2	$99K	Buy	+1,640	New	+$98.2K	0.03%	289
2020 Q1	–	Sell	-472	Closed	-$28K	–	558
2019 Q4	$28K	Sell	472 -64	-12%	-$3.74K	0.01%	300
2019 Q3	$31K	Buy	536 +72	+16%	+$3.9K	0.02%	283
2019 Q2	$24K	Sell	464 -16	-3%	-$787	0.01%	302
2019 Q1	$23K	Sell	480 -580	-55%	-$26.5K	0.01%	298
2018 Q4	$46K	Sell	1,060 -44	-4%	-$1.92K	0.03%	203
2018 Q3	$46K	Sell	1,104 -96	-8%	-$4.09K	0.03%	238
2018 Q2	$50K	Buy	1,200 +408	+52%	+$16.5K	0.03%	240
2018 Q1	$32K	Buy	792 +4	+0.5%	+$154	0.02%	273
2017 Q4	$31K	Sell	788 -128	-14%	-$4.94K	0.02%	261
2017 Q3	$34K	Buy	916 +4	+0.4%	+$147	0.02%	273
2017 Q2	$32K	Buy	912 +20	+2%	+$684	0.02%	276
2017 Q1	$29K	Sell	892 -484	-35%	-$15.2K	0.02%	280
2016 Q4	$41K	Buy	+1,376	New	+$41.1K	0.03%	242

Other funds holding NEE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Creative Financial Designs's NEE Position: Q1 2026 in Review

Creative Financial Designs reduced its NextEra Energy (NEE) stake by 24% in Q1 2026, selling an estimated $282K and leaving 9,811 shares worth $911K. The position accounts for 0.06% of the portfolio, ranked #235.

Creative Financial Designs first reported a position in NEE in Q4 2016 and has held it in 37 quarters since. The position peaked at $1.15M in Q4 2022. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Creative Financial Designs held 9,811 shares of NextEra Energy worth $911K as of Q1 2026.
Creative Financial Designs sold 3,170 NextEra Energy shares in Q1 2026, an estimated $282K.
NextEra Energy made up 0.06% of Creative Financial Designs's portfolio in Q1 2026, its #235 holding.
Creative Financial Designs first reported a position in NextEra Energy in Q4 2016 and has held it in 37 quarters since.
Creative Financial Designs's NextEra Energy position peaked at $1.15M in Q4 2022.
3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.