CX Institutional’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.88M | Sell |
21,432
-615
| -3% | -$55.6K | 0.05% | 259 |
|
|
2026
Q1 | $2.05M | Buy |
22,047
+86
| +0.4% | +$7.65K | 0.06% | 249 |
|
|
2025
Q4 | $1.76M | Sell |
21,961
-3,711
| -14% | -$307K | 0.05% | 218 |
|
|
2025
Q3 | $1.94M | Buy |
25,672
+12,986
| +102% | +$949K | 0.06% | 209 |
|
|
2025
Q2 | $881K | Buy |
12,686
+75
| +0.6% | +$5.21K | 0.03% | 282 |
|
|
2025
Q1 | $894K | Buy |
12,611
+2,499
| +25% | +$176K | 0.03% | 283 |
|
|
2024
Q4 | $725K | Buy |
10,112
+1,421
| +16% | +$110K | 0.03% | 294 |
|
|
2024
Q3 | $735K | Sell |
8,691
-740
| -8% | -$57.7K | 0.03% | 324 |
|
|
2024
Q2 | $668K | Sell |
9,431
-1,140
| -11% | -$80.9K | 0.03% | 335 |
|
|
2024
Q1 | $676K | Sell |
10,571
-525
| -5% | -$30.8K | 0.03% | 332 |
|
|
2023
Q4 | $674K | Buy |
11,096
+9
| +0.1% | +$513 | 0.04% | 301 |
|
|
2023
Q3 | $635K | Sell |
11,087
-4,615
| -29% | -$319K | 0.04% | 302 |
|
|
2023
Q2 | $1.17M | Buy |
15,702
+1,097
| +8% | +$83.1K | 0.06% | 258 |
|
|
2023
Q1 | $1.12M | Buy |
14,605
+4,487
| +44% | +$345K | 0.06% | 264 |
|
|
2022
Q4 | $846K | Buy |
10,118
+4,246
| +72% | +$343K | 0.05% | 299 |
|
|
2022
Q3 | $460K | Sell |
5,872
-1,098
| -16% | -$93.1K | 0.03% | 345 |
|
|
2022
Q2 | $540K | Buy |
6,970
+852
| +14% | +$64.9K | 0.04% | 327 |
|
|
2022
Q1 | $518K | Sell |
6,118
-35,518
| -85% | -$2.85M | 0.04% | 268 |
|
|
2021
Q4 | $3.89M | Buy |
41,636
+15,524
| +59% | +$1.34M | 0.31% | 99 |
|
|
2021
Q3 | $2.05M | Buy |
26,112
+21,417
| +456% | +$1.73M | 0.17% | 144 |
|
|
2021
Q2 | $344K | Buy |
4,695
+886
| +23% | +$66.5K | 0.03% | 284 |
|
|
2021
Q1 | $288K | Buy |
3,809
+100
| +3% | +$7.8K | 0.03% | 266 |
|
|
2020
Q4 | $286K | Sell |
3,709
-1,687
| -31% | -$126K | 0.03% | 270 |
|
|
2020
Q3 | $374K | Buy |
5,396
+3,304
| +158% | +$228K | 0.04% | 221 |
|
|
2020
Q2 | $126K | Sell |
2,092
-964
| -32% | -$57.7K | 0.02% | 266 |
|
|
2020
Q1 | $184K | Buy |
3,056
+140
| +5% | +$8.8K | 0.03% | 237 |
|
|
2019
Q4 | $177K | Sell |
2,916
-56
| -2% | -$3.27K | 0.03% | 204 |
|
|
2019
Q3 | $173K | Sell |
2,972
-2,960
| -50% | -$160K | 0.03% | 222 |
|
|
2019
Q2 | $304K | Buy |
5,932
+3,204
| +117% | +$158K | 0.05% | 192 |
|
|
2019
Q1 | $132K | Buy |
2,728
+164
| +6% | +$7.5K | 0.02% | 246 |
|
|
2018
Q4 | $111K | Buy |
2,564
+280
| +12% | +$12.2K | 0.02% | 194 |
|
|
2018
Q3 | $96K | Hold |
2,284
| – | – | 0.03% | 148 |
|
|
2018
Q2 | $95K | Buy |
+2,284
| New | +$92.2K | 0.04% | 129 |
|
Other funds holding NEE
COPPSERS
DC
UBP
FWIA
EB
CX Institutional's NEE Position: Q2 2026 in Review
CX Institutional reduced its NextEra Energy (NEE) stake by 2.8% in Q2 2026, selling an estimated $55.6K and leaving 21,432 shares worth $1.88M. The position accounts for 0.05% of the portfolio, ranked #259.
CX Institutional first reported a position in NEE in Q2 2018 and has held it in 33 quarters since. The position peaked at $3.89M in Q4 2021. 716 funds tracked by Wall St. Rank hold NEE as of Q2 2026.
- CX Institutional held 21,432 shares of NextEra Energy worth $1.88M as of Q2 2026.
- CX Institutional sold 615 NextEra Energy shares in Q2 2026, an estimated $55.6K.
- NextEra Energy made up 0.05% of CX Institutional's portfolio in Q2 2026, its #259 holding.
- CX Institutional first reported a position in NextEra Energy in Q2 2018 and has held it in 33 quarters since.
- CX Institutional's NextEra Energy position peaked at $3.89M in Q4 2021.
- 716 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.
Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.