Creative Planning’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
Q1 | $97.3M | Buy |
1,047,897
+66,350
| +7% | +$5.9M | 0.07% | 133 |
|
|
2025
Q4 | $78.8M | Buy |
981,547
+66,059
| +7% | +$5.47M | 0.06% | 144 |
|
|
2025
Q3 | $69.1M | Buy |
915,488
+17,514
| +2% | +$1.28M | 0.05% | 148 |
|
|
2025
Q2 | $62.3M | Buy |
897,974
+19,351
| +2% | +$1.34M | 0.05% | 142 |
|
|
2025
Q1 | $62.3M | Buy |
878,623
+40,792
| +5% | +$2.88M | 0.06% | 133 |
|
|
2024
Q4 | $60.1M | Buy |
837,831
+6,661
| +0.8% | +$517K | 0.06% | 126 |
|
|
2024
Q3 | $70.1M | Buy |
831,170
+19,698
| +2% | +$1.54M | 0.07% | 112 |
|
|
2024
Q2 | $57.5M | Buy |
811,472
+53,191
| +7% | +$3.77M | 0.06% | 118 |
|
|
2024
Q1 | $48.5M | Sell |
758,281
-7,846
| -1% | -$460K | 0.05% | 134 |
|
|
2023
Q4 | $46.5M | Sell |
766,127
-148,711
| -16% | -$8.48M | 0.09% | 129 |
|
|
2023
Q3 | $52.4M | Buy |
914,838
+192,804
| +27% | +$13.3M | 0.07% | 118 |
|
|
2023
Q2 | $53.6M | Buy |
722,034
+11,305
| +2% | +$856K | 0.07% | 111 |
|
|
2023
Q1 | $54.8M | Buy |
710,729
+7,494
| +1% | +$576K | 0.08% | 108 |
|
|
2022
Q4 | $58.8M | Buy |
703,235
+22,366
| +3% | +$1.81M | 0.09% | 103 |
|
|
2022
Q3 | $53.4M | Sell |
680,869
-36,844
| -5% | -$3.13M | 0.09% | 96 |
|
|
2022
Q2 | $55.6M | Buy |
717,713
+57,649
| +9% | +$4.39M | 0.09% | 97 |
|
|
2022
Q1 | $55.9M | Buy |
660,064
+238,006
| +56% | +$19.1M | 0.09% | 102 |
|
|
2021
Q4 | $39.4M | Sell |
422,058
-9,937
| -2% | -$859K | 0.06% | 117 |
|
|
2021
Q3 | $33.9M | Buy |
431,995
+20,408
| +5% | +$1.65M | 0.06% | 118 |
|
|
2021
Q2 | $30.2M | Sell |
411,587
-16,039
| -4% | -$1.2M | 0.05% | 128 |
|
|
2021
Q1 | $32.3M | Buy |
427,626
+195
| +0% | +$15.2K | 0.07% | 115 |
|
|
2020
Q4 | $33M | Buy |
427,431
+2,187
| +0.5% | +$164K | 0.07% | 109 |
|
|
2020
Q3 | $29.5M | Buy |
425,244
+8,548
| +2% | +$590K | 0.08% | 103 |
|
|
2020
Q2 | $25M | Sell |
416,696
-20,120
| -5% | -$1.2M | 0.07% | 102 |
|
|
2020
Q1 | $26.3M | Buy |
436,816
+17,104
| +4% | +$1.08M | 0.09% | 90 |
|
|
2019
Q4 | $25.4M | Sell |
419,712
-27,016
| -6% | -$1.58M | 0.08% | 104 |
|
|
2019
Q3 | $26M | Buy |
446,728
+9,352
| +2% | +$506K | 0.08% | 96 |
|
|
2019
Q2 | $22.4M | Buy |
437,376
+8,888
| +2% | +$437K | 0.08% | 106 |
|
|
2019
Q1 | $20.7M | Sell |
428,488
-6,748
| -2% | -$309K | 0.07% | 100 |
|
|
2018
Q4 | $18.9M | Buy |
435,236
+15,572
| +4% | +$681K | 0.08% | 97 |
|
|
2018
Q3 | $17.6M | Buy |
419,664
+23,760
| +6% | +$1.01M | 0.07% | 110 |
|
|
2018
Q2 | $16.5M | Sell |
395,904
-4,108
| -1% | -$166K | 0.06% | 108 |
|
|
2018
Q1 | $16.3M | Buy |
400,012
+33,236
| +9% | +$1.28M | 0.07% | 105 |
|
|
2017
Q4 | $14.3M | Buy |
366,776
+13,624
| +4% | +$526K | 0.06% | 117 |
|
|
2017
Q3 | $12.9M | Buy |
353,152
+22,660
| +7% | +$830K | 0.06% | 123 |
|
|
2017
Q2 | $11.6M | Sell |
330,492
-5,004
| -1% | -$171K | 0.06% | 124 |
|
|
2017
Q1 | $10.8M | Buy |
335,496
+6,876
| +2% | +$216K | 0.06% | 122 |
|
|
2016
Q4 | $9.81M | Buy |
328,620
+7,180
| +2% | +$215K | 0.06% | 127 |
|
|
2016
Q3 | $9.83M | Buy |
321,440
+128,312
| +66% | +$4.04M | 0.06% | 119 |
|
|
2016
Q2 | $6.3M | Buy |
193,128
+17,076
| +10% | +$513K | 0.05% | 149 |
|
|
2016
Q1 | $5.21M | Sell |
176,052
-17,488
| -9% | -$491K | 0.04% | 158 |
|
|
2015
Q4 | $5.03M | Sell |
193,540
-3,944
| -2% | -$99.8K | 0.04% | 160 |
|
|
2015
Q3 | $4.82M | Buy |
197,484
+9,468
| +5% | +$241K | 0.04% | 164 |
|
|
2015
Q2 | $4.61M | Sell |
188,016
-9,972
| -5% | -$253K | 0.04% | 155 |
|
|
2015
Q1 | $5.15M | Buy |
197,988
+33,360
| +20% | +$880K | 0.05% | 145 |
|
|
2014
Q4 | $4.38M | Buy |
164,628
+24,512
| +17% | +$619K | 0.05% | 155 |
|
|
2014
Q3 | $3.29M | Buy |
140,116
+27,364
| +24% | +$661K | 0.04% | 173 |
|
|
2014
Q2 | $2.89M | Buy |
112,752
+7,300
| +7% | +$178K | 0.04% | 176 |
|
|
2014
Q1 | $2.52M | Buy |
105,452
+35,188
| +50% | +$797K | 0.04% | 167 |
|
|
2013
Q4 | $1.5M | Buy |
70,264
+188
| +0.3% | +$3.96K | 0.03% | 225 |
|
|
2013
Q3 | $1.4M | Buy |
70,076
+8,944
| +15% | +$185K | 0.03% | 204 |
|
|
2013
Q2 | $1.25M | Buy |
+61,132
| New | +$1.21M | 0.03% | 201 |
|
Other funds holding NEE
VCM
VPM
Creative Planning's NEE Position: Q1 2026 in Review
Creative Planning increased its NextEra Energy (NEE) stake by 6.8% in Q1 2026, buying an estimated $5.9M and bringing the position to 1,047,897 shares worth $97.3M. The position accounts for 0.07% of the portfolio, ranked #133.
Creative Planning first reported a position in NEE in Q2 2013 and has held it in 52 quarters since. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.
- Creative Planning held 1,047,897 shares of NextEra Energy worth $97.3M as of Q1 2026.
- Creative Planning bought 66,350 NextEra Energy shares in Q1 2026, an estimated $5.9M.
- NextEra Energy made up 0.07% of Creative Planning's portfolio in Q1 2026, its #133 holding.
- Creative Planning first reported a position in NextEra Energy in Q2 2013 and has held it in 52 quarters since.
- 3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.