CVFG LLC’s NextEra Energy NEE Stock Holding History

CVFG LLC’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	$1.53M	Sell	17,412 -84	-0.5%	-$7.6K	0.16%	120
2026 Q1	$1.63M	Buy	17,496 +5,635	+48%	+$501K	0.2%	113
2025 Q4	$952K	Buy	11,861 +534	+5%	+$44.2K	0.65%	34
2025 Q3	$855K	Buy	11,327 +472	+4%	+$34.5K	0.62%	37
2025 Q2	$754K	Sell	10,855 -296	-3%	-$20.6K	0.6%	40
2025 Q1	$791K	Buy	11,151 +37	+0.3%	+$2.61K	0.72%	34
2024 Q4	$797K	Buy	+11,114	New	+$863K	0.73%	37

Other funds holding NEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CVFG LLC's NEE Position: Q2 2026 in Review

CVFG LLC reduced its NextEra Energy (NEE) stake by 0.48% in Q2 2026, selling an estimated $7.6K and leaving 17,412 shares worth $1.53M. The position accounts for 0.16% of the portfolio, ranked #120.

CVFG LLC first reported a position in NEE in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.63M in Q1 2026. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

CVFG LLC held 17,412 shares of NextEra Energy worth $1.53M as of Q2 2026.
CVFG LLC sold 84 NextEra Energy shares in Q2 2026, an estimated $7.6K.
NextEra Energy made up 0.16% of CVFG LLC's portfolio in Q2 2026, its #120 holding.
CVFG LLC first reported a position in NextEra Energy in Q4 2024 and has held it in 7 quarters since.
CVFG LLC's NextEra Energy position peaked at $1.63M in Q1 2026.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on CVFG LLC's 13F filing for Q2 2026, filed 11 Aug 2026.