Creative Planning
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Creative Planning’s NextEra Energy NEE Stock Holding History

Creative Planning’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
2021
Q2 		– Sell
-2,000
Closed -$8K – 2405
2021
Q1 		$8K Buy
+2,000
New +$156K ﹤0.01% 2491

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

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.