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Personal CFO Solutions’s NextEra Energy NEE Stock Holding History

Personal CFO Solutions’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 		$1.06M Sell
11,455
-479
-4% -$42.6K 0.15% 120
2025
Q4 		$958K Buy
11,934
+240
+2% +$19.9K 0.15% 133
2025
Q3 		$883K Sell
11,694
-114
-1% -$8.33K 0.15% 131
2025
Q2 		$820K Sell
11,808
-164
-1% -$11.4K 0.15% 146
2025
Q1 		$849K Buy
11,972
+1,736
+17% +$123K 0.17% 125
2024
Q4 		$734K Buy
10,236
+3,637
+55% +$283K 0.14% 154
2024
Q3 		$558K Buy
6,599
+39
+0.6% +$3.04K 0.08% 239
2024
Q2 		$465K Sell
6,560
-9,170
-58% -$651K 0.07% 257
2024
Q1 		$1.01M Buy
15,730
+667
+4% +$39.1K 0.16% 128
2023
Q4 		$915K Buy
15,063
+8,577
+132% +$489K 0.16% 134
2023
Q3 		$372K Buy
6,486
+517
+9% +$35.8K 0.07% 267
2023
Q2 		$443K Buy
5,969
+91
+2% +$6.89K 0.09% 224
2023
Q1 		$453K Buy
5,878
+842
+17% +$64.8K 0.09% 211
2022
Q4 		$421K Buy
5,036
+463
+10% +$37.4K 0.09% 210
2022
Q3 		$359K Buy
4,573
+57
+1% +$4.84K 0.09% 215
2022
Q2 		$350K Buy
4,516
+386
+9% +$29.4K 0.08% 234
2022
Q1 		$350K Buy
4,130
+345
+9% +$27.6K 0.07% 280
2021
Q4 		$353K Buy
3,785
+600
+19% +$51.9K 0.07% 276
2021
Q3 		$250K Buy
3,185
+137
+4% +$11K 0.05% 360
2021
Q2 		$223K Buy
3,048
+320
+12% +$24K 0.05% 383
2021
Q1 		$206K Buy
+2,728
New +$213K 0.04% 380

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

Personal CFO Solutions's NEE Position: Q1 2026 in Review

Personal CFO Solutions reduced its NextEra Energy (NEE) stake by 4% in Q1 2026, selling an estimated $42.6K and leaving 11,455 shares worth $1.06M. The position accounts for 0.15% of the portfolio, ranked #120.

Personal CFO Solutions first reported a position in NEE in Q1 2021 and has held it in 21 quarters since. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Personal CFO Solutions held 11,455 shares of NextEra Energy worth $1.06M as of Q1 2026.
  • Personal CFO Solutions sold 479 NextEra Energy shares in Q1 2026, an estimated $42.6K.
  • NextEra Energy made up 0.15% of Personal CFO Solutions's portfolio in Q1 2026, its #120 holding.
  • Personal CFO Solutions first reported a position in NextEra Energy in Q1 2021 and has held it in 21 quarters since.
  • 3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.