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Forvis Mazars Wealth Advisors’s NextEra Energy NEE Stock Holding History

Forvis Mazars Wealth 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 		$2.1M Sell
22,573
-199
-0.9% -$17.7K 0.04% 150
2025
Q4 		$1.83M Sell
22,772
-66
-0.3% -$5.47K 0.03% 161
2025
Q3 		$1.72M Sell
22,838
-3,229
-12% -$236K 0.03% 165
2025
Q2 		$1.81M Sell
26,067
-98
-0.4% -$6.81K 0.04% 165
2025
Q1 		$1.85M Sell
26,165
-8,421
-24% -$594K 0.04% 160
2024
Q4 		$2.48M Buy
34,586
+206
+0.6% +$16K 0.06% 141
2024
Q3 		$2.91M Buy
34,380
+163
+0.5% +$12.7K 0.07% 139
2024
Q2 		$2.42M Sell
34,217
-5,127
-13% -$364K 0.06% 141
2024
Q1 		$2.51M Buy
39,344
+10,195
+35% +$597K 0.06% 141
2023
Q4 		$1.77M Sell
29,149
-1,817
-6% -$104K 0.05% 163
2023
Q3 		$1.77M Buy
30,966
+479
+2% +$33.2K 0.05% 161
2023
Q2 		$2.26M Sell
30,487
-12
-0% -$908 0.07% 154
2023
Q1 		$2.35M Sell
30,499
-190
-0.6% -$14.6K 0.08% 135
2022
Q4 		$2.57M Buy
30,689
+391
+1% +$31.6K 0.09% 125
2022
Q3 		$2.38M Sell
30,298
-86
-0.3% -$7.3K 0.1% 125
2022
Q2 		$2.35M Buy
30,384
+17,601
+138% +$1.34M 0.1% 115
2022
Q1 		$1.08M Sell
12,783
-1,301
-9% -$104K 0.05% 142
2021
Q4 		$1.31M Buy
14,084
+121
+0.9% +$10.5K 0.06% 125
2021
Q3 		$1.1M Buy
13,963
+6,720
+93% +$542K 0.05% 128
2021
Q2 		$531K Sell
7,243
-1,207
-14% -$90.6K 0.02% 169
2021
Q1 		$639K Sell
8,450
-12,400
-59% -$968K 0.03% 152
2020
Q4 		$1.61M Buy
20,850
+1,874
+10% +$140K 0.08% 113
2020
Q3 		$1.32M Buy
18,976
+404
+2% +$27.9K 0.08% 114
2020
Q2 		$1.11M Buy
18,572
+228
+1% +$13.6K 0.07% 122
2020
Q1 		$1.1M Buy
18,344
+1,144
+7% +$71.9K 0.09% 103
2019
Q4 		$1.04M Buy
17,200
+7,280
+73% +$425K 0.08% 117
2019
Q3 		$578K Buy
9,920
+3,632
+58% +$197K 0.05% 150
2019
Q2 		$322K Sell
6,288
-15,796
-72% -$777K 0.03% 214
2019
Q1 		$1.07M Buy
22,084
+16,588
+302% +$758K 0.09% 109
2018
Q4 		$239K Sell
5,496
-136
-2% -$5.95K 0.02% 202
2018
Q3 		$236K Buy
5,632
+276
+5% +$11.7K 0.02% 209
2018
Q2 		$224K Buy
5,356
+76
+1% +$3.07K 0.02% 217
2018
Q1 		$216K Sell
5,280
-2,068
-28% -$79.7K 0.02% 221
2017
Q4 		$287K Sell
7,348
-368
-5% -$14.2K 0.03% 207
2017
Q3 		$283K Sell
7,716
-52
-0.7% -$1.91K 0.03% 192
2017
Q2 		$272K Buy
+7,768
New +$266K 0.03% 198

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

Forvis Mazars Wealth Advisors's NEE Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors reduced its NextEra Energy (NEE) stake by 0.87% in Q1 2026, selling an estimated $17.7K and leaving 22,573 shares worth $2.1M. The position accounts for 0.04% of the portfolio, ranked #150.

Forvis Mazars Wealth Advisors first reported a position in NEE in Q2 2017 and has held it in 36 quarters since. The position peaked at $2.91M in Q3 2024. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Forvis Mazars Wealth Advisors held 22,573 shares of NextEra Energy worth $2.1M as of Q1 2026.
  • Forvis Mazars Wealth Advisors sold 199 NextEra Energy shares in Q1 2026, an estimated $17.7K.
  • NextEra Energy made up 0.04% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #150 holding.
  • Forvis Mazars Wealth Advisors first reported a position in NextEra Energy in Q2 2017 and has held it in 36 quarters since.
  • Forvis Mazars Wealth Advisors's NextEra Energy position peaked at $2.91M in Q3 2024.
  • 3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.