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
2021
Q2
Sell
-300
Closed -$1K 2406
2021
Q1
$1K Buy
+300
New +$23.4K ﹤0.01% 2592

Other funds holding NEE

Creative Planning's NEE Position: Q2 2026 in Review

Creative Planning reduced its NextEra Energy (NEE) stake by 0.18% in Q2 2026, selling an estimated $172K and leaving 1,045,998 shares worth $91.8M. The position accounts for 0.05% of the portfolio, ranked #159.

Creative Planning first reported a position in NEE in Q2 2013 and has held it in 53 quarters since. The position peaked at $97.3M in Q1 2026. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Creative Planning held 1,045,998 shares of NextEra Energy worth $91.8M as of Q2 2026.
  • Creative Planning sold 1,899 NextEra Energy shares in Q2 2026, an estimated $172K.
  • NextEra Energy made up 0.05% of Creative Planning's portfolio in Q2 2026, its #159 holding.
  • Creative Planning first reported a position in NextEra Energy in Q2 2013 and has held it in 53 quarters since.
  • Creative Planning's NextEra Energy position peaked at $97.3M in Q1 2026.
  • 3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.