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Cornerstone Planning, LLC

SEC CIK
0001802105
Latest filing
Jul 29, 2026

NEE holding history

Nextera Energy Inc in every 13F filed by Cornerstone Planning, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

NEE overviewAll 13F holders of NEEFull Q2 2026 holdings

Shares (Q2 2026)
18,135
Value
$1.59M
% of portfolio
0.4%
Quarters held
4
Since Q4 2024
Holdings of NEE by Cornerstone Planning, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202618,135$1.59M0.4%+146+0.8%AddedHolders
Q1 202617,989$1.67M0.4%+6,333+54.3%AddedHolders
Q4 202511,656$940.5K0.2%–No prior filingHolders
Q1 2025––––Not filedHolders
Q4 202410,790$773.5K0.3%–No prior filingHolders