Deseret Mutual Benefit Administrators’s NextEra Energy NEE Stock Holding History

Deseret Mutual Benefit Administrators’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	$358K	Buy	3,851 +1,688	+78%	+$150K	0.12%	143
2025 Q4	$174K	Hold	2,163	–	–	0.07%	163
2025 Q3	$163K	Buy	2,163 +214	+11%	+$15.6K	0.07%	165
2025 Q2	$135K	Hold	1,949	–	–	0.06%	182
2025 Q1	$138K	Hold	1,949	–	–	0.07%	178
2024 Q4	$140K	Sell	1,949 -34	-2%	-$2.64K	0.07%	179
2024 Q3	$168K	Hold	1,983	–	–	0.09%	156
2024 Q2	$140K	Buy	1,983 +122	+7%	+$8.66K	0.07%	171
2024 Q1	$119K	Buy	1,861 +198	+12%	+$11.6K	0.06%	188
2023 Q4	$101K	Sell	1,663 -240	-13%	-$13.7K	0.06%	185
2023 Q3	$109K	Sell	1,903 -118	-6%	-$8.17K	0.05%	196
2023 Q2	$150K	Sell	2,021 -108	-5%	-$8.18K	0.06%	176
2023 Q1	$164K	Hold	2,129	–	–	0.06%	163
2022 Q4	$178K	Sell	2,129 -1,763	-45%	-$142K	0.07%	146
2022 Q3	$305K	Sell	3,892 -939	-19%	-$79.7K	0.09%	144
2022 Q2	$374K	Buy	4,831 +115	+2%	+$8.76K	0.08%	154
2022 Q1	$399K	Sell	4,716 -375	-7%	-$30.1K	0.08%	165
2021 Q4	$475K	Buy	5,091 +174	+4%	+$15K	0.08%	161
2021 Q3	$386K	Sell	4,917 -1,339	-21%	-$108K	0.07%	175
2021 Q2	$458K	Buy	+6,256	New	+$470K	0.11%	94

Other funds holding NEE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Deseret Mutual Benefit Administrators's NEE Position: Q1 2026 in Review

Deseret Mutual Benefit Administrators increased its NextEra Energy (NEE) stake by 78% in Q1 2026, buying an estimated $150K and bringing the position to 3,851 shares worth $358K. The position accounts for 0.12% of the portfolio, ranked #143.

Deseret Mutual Benefit Administrators first reported a position in NEE in Q2 2021 and has held it in 20 quarters since. The position peaked at $475K in Q4 2021. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Deseret Mutual Benefit Administrators held 3,851 shares of NextEra Energy worth $358K as of Q1 2026.
Deseret Mutual Benefit Administrators bought 1,688 NextEra Energy shares in Q1 2026, an estimated $150K.
NextEra Energy made up 0.12% of Deseret Mutual Benefit Administrators's portfolio in Q1 2026, its #143 holding.
Deseret Mutual Benefit Administrators first reported a position in NextEra Energy in Q2 2021 and has held it in 20 quarters since.
Deseret Mutual Benefit Administrators's NextEra Energy position peaked at $475K in Q4 2021.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Deseret Mutual Benefit Administrators's 13F filing for Q1 2026, filed 8 May 2026.