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CWS Financial Advisors’s NextEra Energy NEE Stock Holding History

CWS Financial 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
Q1 		$727K Sell
7,830
-126
-2% -$11.2K 0.19% 73
2025
Q4 		$639K Sell
7,956
-55
-0.7% -$4.55K 0.17% 78
2025
Q3 		$605K Buy
8,011
+5
+0.1% +$365 0.17% 70
2025
Q2 		$556K Buy
8,006
+5
+0.1% +$347 0.16% 75
2025
Q1 		$567K Buy
8,001
+5
+0.1% +$353 0.18% 64
2024
Q4 		$573K Buy
7,996
+4
+0.1% +$311 0.19% 58
2024
Q3 		$676K Buy
7,992
+4
+0.1% +$312 0.24% 48
2024
Q2 		$566K Sell
7,988
-79
-1% -$5.61K 0.22% 47
2024
Q1 		$516K Sell
8,067
-1,434
-15% -$84K 0.21% 53
2023
Q4 		$577K Buy
9,501
+49
+0.5% +$2.79K 0.22% 69
2023
Q3 		$542K Sell
9,452
-98
-1% -$6.78K 0.22% 70
2023
Q2 		$709K Sell
9,550
-412
-4% -$31.2K 0.27% 59
2023
Q1 		$768K Sell
9,962
-2,355
-19% -$181K 0.31% 55
2022
Q4 		$931K Buy
12,317
+2,577
+26% +$208K 0.4% 40
2022
Q3 		$764K Buy
9,740
+581
+6% +$49.3K 0.37% 49
2022
Q2 		$709K Sell
9,159
-2,722
-23% -$207K 0.32% 55
2022
Q1 		$1.01M Buy
11,881
+3
+0% +$240 0.38% 37
2021
Q4 		$1.11M Buy
+11,878
New +$1.03M 0.39% 36
2021
Q2 		$885K Sell
12,078
-239
-2% -$17.9K 0.35% 50
2021
Q1 		$931K Sell
12,317
-41
-0.3% -$3.2K 0.4% 40
2020
Q4 		$953K Sell
12,358
-30
-0.2% -$2.24K 0.55% 30
2020
Q3 		$860K Sell
12,388
-368
-3% -$25.4K 0.57% 29
2020
Q2 		$766K Hold
12,756
– – 0.55% 33
2020
Q1 		$772K Hold
12,756
– – 0.57% 24
2019
Q4 		$772K Buy
+12,756
New +$745K 0.56% 24

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

CWS Financial Advisors's NEE Position: Q1 2026 in Review

CWS Financial Advisors reduced its NextEra Energy (NEE) stake by 1.6% in Q1 2026, selling an estimated $11.2K and leaving 7,830 shares worth $727K. The position accounts for 0.19% of the portfolio, ranked #73.

CWS Financial Advisors first reported a position in NEE in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.11M in Q4 2021. 3,028 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • CWS Financial Advisors held 7,830 shares of NextEra Energy worth $727K as of Q1 2026.
  • CWS Financial Advisors sold 126 NextEra Energy shares in Q1 2026, an estimated $11.2K.
  • NextEra Energy made up 0.19% of CWS Financial Advisors's portfolio in Q1 2026, its #73 holding.
  • CWS Financial Advisors first reported a position in NextEra Energy in Q4 2019 and has held it in 25 quarters since.
  • CWS Financial Advisors's NextEra Energy position peaked at $1.11M in Q4 2021.
  • 3,028 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on CWS Financial Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.