MFG
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Magnus Financial Group’s NextEra Energy NEE Stock Holding History

Magnus Financial Group’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
Q2 		$588K Sell
6,705
-71
-1% -$6.42K 0.04% 220
2026
Q1 		$629K Sell
6,776
-1,469
-18% -$131K 0.05% 197
2025
Q4 		$662K Sell
8,245
-9
-0.1% -$745 0.05% 217
2025
Q3 		$623K Buy
8,254
+330
+4% +$24.1K 0.05% 220
2025
Q2 		$550K Sell
7,924
-100
-1% -$6.95K 0.05% 220
2025
Q1 		$569K Sell
8,024
-279
-3% -$19.7K 0.06% 205
2024
Q4 		$595K Sell
8,303
-1,102
-12% -$85.6K 0.06% 198
2024
Q3 		$795K Buy
9,405
+836
+10% +$65.2K 0.08% 169
2024
Q2 		$607K Sell
8,569
-37
-0.4% -$2.63K 0.07% 177
2024
Q1 		$550K Buy
8,606
+114
+1% +$6.68K 0.07% 181
2023
Q4 		$516K Sell
8,492
-316
-4% -$18K 0.07% 171
2023
Q3 		$505K Sell
8,808
-363
-4% -$25.1K 0.07% 161
2023
Q2 		$680K Buy
9,171
+327
+4% +$24.8K 0.1% 146
2023
Q1 		$682K Buy
8,844
+261
+3% +$20.1K 0.1% 145
2022
Q4 		$718K Sell
8,583
-29
-0.3% -$2.34K 0.12% 136
2022
Q3 		$675K Buy
8,612
+31
+0.4% +$2.63K 0.13% 131
2022
Q2 		$665K Buy
8,581
+147
+2% +$11.2K 0.12% 133
2022
Q1 		$714K Sell
8,434
-271
-3% -$21.7K 0.12% 132
2021
Q4 		$813K Buy
8,705
+202
+2% +$17.5K 0.15% 101
2021
Q3 		$668K Buy
8,503
+245
+3% +$19.8K 0.14% 107
2021
Q2 		$605K Sell
8,258
-5
-0.1% -$375 0.13% 102
2021
Q1 		$625K Sell
8,263
-3,693
-31% -$288K 0.15% 94
2020
Q4 		$922K Sell
11,956
-220
-2% -$16.5K 0.09% 79
2020
Q3 		$845K Buy
12,176
+2,052
+20% +$142K 0.1% 79
2020
Q2 		$608K Buy
10,124
+488
+5% +$29.2K 0.07% 122
2020
Q1 		$580K Buy
9,636
+340
+4% +$21.4K 0.08% 120
2019
Q4 		$563K Buy
9,296
+3,344
+56% +$195K 0.08% 117
2019
Q3 		$347K Buy
5,952
+324
+6% +$17.5K 0.07% 196
2019
Q2 		$288K Buy
5,628
+292
+5% +$14.4K 0.06% 275
2019
Q1 		$258K Buy
5,336
+152
+3% +$6.95K 0.05% 311
2018
Q4 		$225K Buy
+5,184
New +$227K 0.06% 308

Other funds holding NEE

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Magnus Financial Group's NEE Position: Q2 2026 in Review

Magnus Financial Group reduced its NextEra Energy (NEE) stake by 1% in Q2 2026, selling an estimated $6.42K and leaving 6,705 shares worth $588K. The position accounts for 0.04% of the portfolio, ranked #220.

Magnus Financial Group first reported a position in NEE in Q4 2018 and has held it in 31 quarters since. The position peaked at $922K in Q4 2020. 975 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Magnus Financial Group held 6,705 shares of NextEra Energy worth $588K as of Q2 2026.
  • Magnus Financial Group sold 71 NextEra Energy shares in Q2 2026, an estimated $6.42K.
  • NextEra Energy made up 0.04% of Magnus Financial Group's portfolio in Q2 2026, its #220 holding.
  • Magnus Financial Group first reported a position in NextEra Energy in Q4 2018 and has held it in 31 quarters since.
  • Magnus Financial Group's NextEra Energy position peaked at $922K in Q4 2020.
  • 975 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Magnus Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.