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CVA Family Office’s NextEra Energy NEE Stock Holding History

CVA Family Office’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 		$1.11M Sell
11,979
-67
-0.6% -$5.96K 0.12% 109
2025
Q4 		$967K Buy
12,046
+99
+0.8% +$8.2K 0.11% 109
2025
Q3 		$902K Sell
11,947
-165
-1% -$12.1K 0.12% 112
2025
Q2 		$841K Buy
12,112
+105
+0.9% +$7.29K 0.12% 111
2025
Q1 		$851K Buy
12,007
+363
+3% +$25.6K 0.13% 110
2024
Q4 		$835K Buy
11,644
+112
+1% +$8.7K 0.13% 106
2024
Q3 		$975K Sell
11,532
-86
-0.7% -$6.71K 0.16% 92
2024
Q2 		$823K Buy
11,618
+2,284
+24% +$162K 0.15% 95
2024
Q1 		$597K Sell
9,334
-375
-4% -$22K 0.11% 124
2023
Q4 		$590K Sell
9,709
-760
-7% -$43.3K 0.12% 118
2023
Q3 		$600K Buy
10,469
+1,039
+11% +$71.9K 0.14% 113
2023
Q2 		$700K Sell
9,430
-831
-8% -$62.9K 0.15% 98
2023
Q1 		$791K Sell
10,261
-143
-1% -$11K 0.18% 85
2022
Q4 		$870K Buy
10,404
+634
+6% +$51.2K 0.21% 78
2022
Q3 		$766K Buy
9,770
+200
+2% +$17K 0.21% 81
2022
Q2 		$741K Sell
9,570
-420
-4% -$32K 0.2% 82
2022
Q1 		$846K Buy
9,990
+855
+9% +$68.5K 0.2% 77
2021
Q4 		$853K Buy
9,135
+7,284
+394% +$630K 0.21% 73
2021
Q3 		$514K Sell
1,851
-8,194
-82% -$661K 0.37% 47
2021
Q2 		$736K Buy
10,045
+898
+10% +$67.4K 0.21% 71
2021
Q1 		$692K Buy
9,147
+1,743
+24% +$136K 0.26% 56
2020
Q4 		$571K Hold
7,404
– – 0.35% 50
2020
Q3 		$514K Buy
7,404
+376
+5% +$26K 0.37% 47
2020
Q2 		$422K Hold
7,028
– – 0.35% 47
2020
Q1 		$423K Hold
7,028
– – 0.43% 47
2019
Q4 		$425K Buy
+7,028
New +$410K 0.39% 47

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

CVA Family Office's NEE Position: Q1 2026 in Review

CVA Family Office reduced its NextEra Energy (NEE) stake by 0.56% in Q1 2026, selling an estimated $5.96K and leaving 11,979 shares worth $1.11M. The position accounts for 0.12% of the portfolio, ranked #109.

CVA Family Office first reported a position in NEE in Q4 2019 and has held it in 26 quarters since. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • CVA Family Office held 11,979 shares of NextEra Energy worth $1.11M as of Q1 2026.
  • CVA Family Office sold 67 NextEra Energy shares in Q1 2026, an estimated $5.96K.
  • NextEra Energy made up 0.12% of CVA Family Office's portfolio in Q1 2026, its #109 holding.
  • CVA Family Office first reported a position in NextEra Energy in Q4 2019 and has held it in 26 quarters since.
  • 3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on CVA Family Office's 13F filing for Q1 2026, filed 29 Apr 2026.