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CSM Advisors’s NextEra Energy NEE Stock Holding History

CSM Advisors’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
Q2 		$27.1M Buy
308,846
+35,381
+13% +$3.2M 0.58% 38
2026
Q1 		$25.4M Buy
273,465
+269,330
+6,513% +$23.9M 0.62% 40
2025
Q4 		$331K Sell
4,135
-20,500
-83% -$1.7M 0.01% 386
2025
Q3 		$1.86M Sell
24,635
-26,708
-52% -$1.95M 0.05% 302
2025
Q2 		$3.56M Buy
51,343
+1,940
+4% +$135K 0.1% 236
2025
Q1 		$3.5M Sell
49,403
-1,880
-4% -$133K 0.19% 79
2024
Q4 		$3.68M Buy
51,283
+1,060
+2% +$82.3K 0.17% 79
2024
Q3 		$4.25M Sell
50,223
-322
-0.6% -$25.1K 0.28% 80
2024
Q2 		$3.58M Buy
50,545
+3
+0% +$213 0.25% 73
2024
Q1 		$3.23M Buy
50,542
+3,090
+7% +$181K 0.21% 82
2023
Q4 		$2.88M Sell
47,452
-682
-1% -$38.9K 0.21% 84
2023
Q3 		$2.76M Hold
48,134
– – 0.24% 76
2023
Q2 		$3.57M Sell
48,134
-500
-1% -$37.9K 0.27% 77
2023
Q1 		$3.75M Buy
48,634
+14,400
+42% +$1.11M 0.32% 71
2022
Q4 		$2.86M Buy
34,234
+2,450
+8% +$198K 0.27% 73
2022
Q3 		$2.49M Buy
31,784
+735
+2% +$62.4K 0.27% 73
2022
Q2 		$2.4M Buy
31,049
+930
+3% +$70.8K 0.22% 71
2022
Q1 		$2.55M Sell
30,119
-1,240
-4% -$99.4K 0.17% 77
2021
Q4 		$2.93M Sell
31,359
-405
-1% -$35K 0.19% 74
2021
Q3 		$2.49M Buy
31,764
+2,100
+7% +$169K 0.18% 71
2021
Q2 		$2.17M Hold
29,664
– – 0.14% 74
2021
Q1 		$2.24M Buy
+29,664
New +$2.32M 0.32% 51

Other funds holding NEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CSM Advisors's NEE Position: Q2 2026 in Review

CSM Advisors increased its NextEra Energy (NEE) stake by 13% in Q2 2026, buying an estimated $3.2M and bringing the position to 308,846 shares worth $27.1M. The position accounts for 0.58% of the portfolio, ranked #38.

CSM Advisors first reported a position in NEE in Q1 2021 and has held it in 22 quarters since. 3,046 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • CSM Advisors held 308,846 shares of NextEra Energy worth $27.1M as of Q2 2026.
  • CSM Advisors bought 35,381 NextEra Energy shares in Q2 2026, an estimated $3.2M.
  • NextEra Energy made up 0.58% of CSM Advisors's portfolio in Q2 2026, its #38 holding.
  • CSM Advisors first reported a position in NextEra Energy in Q1 2021 and has held it in 22 quarters since.
  • 3,046 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on CSM Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.