Mackenzie Financial’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 | $203M | Sell |
2,312,715
-271,627
| -11% | -$24.6M | 0.2% | 91 |
|
|
2026
Q1 | $240M | Buy |
2,584,342
+747,400
| +41% | +$66.4M | 0.29% | 77 |
|
|
2025
Q4 | $148M | Buy |
1,836,942
+1,063,424
| +137% | +$88.1M | 0.17% | 111 |
|
|
2025
Q3 | $58.4M | Buy |
773,518
+45,794
| +6% | +$3.35M | 0.07% | 227 |
|
|
2025
Q2 | $50.5M | Buy |
727,724
+113,678
| +19% | +$7.9M | 0.07% | 230 |
|
|
2025
Q1 | $43.5M | Sell |
614,046
-36,749
| -6% | -$2.59M | 0.06% | 229 |
|
|
2024
Q4 | $46.7M | Sell |
650,795
-207,805
| -24% | -$16.1M | 0.06% | 228 |
|
|
2024
Q3 | $72.6M | Sell |
858,600
-8,395
| -1% | -$655K | 0.1% | 179 |
|
|
2024
Q2 | $61.4M | Buy |
866,995
+331,857
| +62% | +$23.5M | 0.09% | 183 |
|
|
2024
Q1 | $34.2M | Buy |
535,138
+39,154
| +8% | +$2.29M | 0.05% | 261 |
|
|
2023
Q4 | $30.1M | Sell |
495,984
-410,849
| -45% | -$23.4M | 0.05% | 274 |
|
|
2023
Q3 | $47.9M | Sell |
906,833
-2,555
| -0.3% | -$177K | 0.08% | 197 |
|
|
2023
Q2 | $67.6M | Sell |
909,388
-432,987
| -32% | -$32.8M | 0.1% | 169 |
|
|
2023
Q1 | $103M | Sell |
1,342,375
-360,102
| -21% | -$27.7M | 0.16% | 144 |
|
|
2022
Q4 | $142M | Buy |
1,702,477
+12,733
| +0.8% | +$1.03M | 0.24% | 106 |
|
|
2022
Q3 | $132M | Buy |
1,689,744
+322,917
| +24% | +$27.4M | 0.23% | 109 |
|
|
2022
Q2 | $106M | Sell |
1,366,827
-336,062
| -20% | -$25.6M | 0.17% | 137 |
|
|
2022
Q1 | $144M | Sell |
1,702,889
-87,684
| -5% | -$7.03M | 0.19% | 124 |
|
|
2021
Q4 | $167M | Sell |
1,790,573
-194,044
| -10% | -$16.8M | 0.23% | 110 |
|
|
2021
Q3 | $156M | Sell |
1,984,617
-4,252
| -0.2% | -$343K | 0.22% | 111 |
|
|
2021
Q2 | $146M | Buy |
1,988,869
+16,441
| +0.8% | +$1.23M | 0.2% | 121 |
|
|
2021
Q1 | $149M | Buy |
1,972,428
+118,289
| +6% | +$9.23M | 0.23% | 109 |
|
|
2020
Q4 | $143M | Buy |
1,854,139
+14,607
| +0.8% | +$1.09M | 0.31% | 101 |
|
|
2020
Q3 | $31.9M | Buy |
1,839,532
+79,488
| +5% | +$5.49M | 0.08% | 202 |
|
|
2020
Q2 | $106M | Buy |
1,760,044
+1,501,316
| +580% | +$89.9M | 0.28% | 107 |
|
|
2020
Q1 | $15.6M | Buy |
258,728
+39,868
| +18% | +$2.51M | 0.05% | 234 |
|
|
2019
Q4 | $13.3M | Buy |
218,860
+24,084
| +12% | +$1.41M | 0.03% | 287 |
|
|
2019
Q3 | $11.3M | Sell |
194,776
-4,616
| -2% | -$250K | 0.03% | 314 |
|
|
2019
Q2 | $10.2M | Sell |
199,392
-572,124
| -74% | -$28.2M | 0.03% | 308 |
|
|
2019
Q1 | $37.3M | Buy |
771,516
+300,564
| +64% | +$13.7M | 0.09% | 207 |
|
|
2018
Q4 | $20.5M | Buy |
470,952
+362,656
| +335% | +$15.9M | 0.05% | 244 |
|
|
2018
Q3 | $4.54M | Sell |
108,296
-11,156
| -9% | -$475K | 0.01% | 512 |
|
|
2018
Q2 | $4.99M | Buy |
119,452
+4,632
| +4% | +$187K | 0.01% | 453 |
|
|
2018
Q1 | $4.69M | Buy |
114,820
+7,000
| +6% | +$270K | 0.01% | 448 |
|
|
2017
Q4 | $4.21M | Buy |
107,820
+99,168
| +1,146% | +$3.83M | 0.01% | 460 |
|
|
2017
Q3 | $317K | Buy |
8,652
+644
| +8% | +$23.6K | ﹤0.01% | 555 |
|
|
2017
Q2 | $281K | Buy |
+8,008
| New | +$274K | ﹤0.01% | 561 |
|
|
2016
Q4 | – | Sell |
-9,168
| Closed | -$280K | – | 700 |
|
|
2016
Q3 | $280K | Sell |
9,168
-28,952
| -76% | -$912K | ﹤0.01% | 576 |
|
|
2016
Q2 | $1.24M | Buy |
38,120
+3,160
| +9% | +$94.9K | 0.01% | 559 |
|
|
2016
Q1 | $1.03M | Sell |
34,960
-2,876
| -8% | -$80.7K | 0.01% | 500 |
|
|
2015
Q4 | $983K | Buy |
37,836
+9,580
| +34% | +$242K | 0.01% | 540 |
|
|
2015
Q3 | $689K | Buy |
28,256
+7,232
| +34% | +$184K | ﹤0.01% | 604 |
|
|
2015
Q2 | $515K | Buy |
21,024
+520
| +3% | +$13.2K | ﹤0.01% | 677 |
|
|
2015
Q1 | $533K | Sell |
20,504
-408
| -2% | -$10.8K | ﹤0.01% | 651 |
|
|
2014
Q4 | $556K | Sell |
20,912
-952
| -4% | -$24K | ﹤0.01% | 620 |
|
|
2014
Q3 | $513K | Sell |
21,864
-45,052
| -67% | -$1.09M | ﹤0.01% | 616 |
|
|
2014
Q2 | $1.71M | Sell |
66,916
-44,788
| -40% | -$1.09M | 0.01% | 435 |
|
|
2014
Q1 | $2.67M | Buy |
111,704
+624
| +0.6% | +$14.1K | 0.01% | 366 |
|
|
2013
Q4 | $2.38M | Sell |
111,080
-89,556
| -45% | -$1.89M | 0.01% | 371 |
|
|
2013
Q3 | $4.02M | Buy |
200,636
+71,164
| +55% | +$1.47M | 0.02% | 320 |
|
|
2013
Q2 | $2.64M | Buy |
+129,472
| New | +$2.57M | 0.01% | 363 |
|
Other funds holding NEE
Mackenzie Financial's NEE Position: Q2 2026 in Review
Mackenzie Financial reduced its NextEra Energy (NEE) stake by 11% in Q2 2026, selling an estimated $24.6M and leaving 2,312,715 shares worth $203M. The position accounts for 0.2% of the portfolio, ranked #91.
Mackenzie Financial first reported a position in NEE in Q2 2013 and has held it in 51 quarters since. The position peaked at $240M in Q1 2026. 3,019 funds tracked by Wall St. Rank hold NEE as of Q2 2026.
- Mackenzie Financial held 2,312,715 shares of NextEra Energy worth $203M as of Q2 2026.
- Mackenzie Financial sold 271,627 NextEra Energy shares in Q2 2026, an estimated $24.6M.
- NextEra Energy made up 0.2% of Mackenzie Financial's portfolio in Q2 2026, its #91 holding.
- Mackenzie Financial first reported a position in NextEra Energy in Q2 2013 and has held it in 51 quarters since.
- Mackenzie Financial's NextEra Energy position peaked at $240M in Q1 2026.
- 3,019 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.
Based on Mackenzie Financial's 13F filing for Q2 2026, filed 13 Aug 2026.