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MASECO Private Wealth’s NextEra Energy NEE Stock Holding History

MASECO Private Wealth’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 		$35.6K Buy
406
+118
+41% +$10.7K ﹤0.01% 184
2026
Q1 		$26.8K Sell
288
-116
-29% -$10.3K ﹤0.01% 173
2025
Q4 		$32.4K Buy
404
+75
+23% +$6.21K ﹤0.01% 213
2025
Q3 		$24.9K Buy
329
+1
+0.3% +$73 ﹤0.01% 132
2025
Q2 		$22.8K Buy
+328
New +$22.8K ﹤0.01% 245

Other funds holding NEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MASECO Private Wealth's NEE Position: Q2 2026 in Review

MASECO Private Wealth increased its NextEra Energy (NEE) stake by 41% in Q2 2026, buying an estimated $10.7K and bringing the position to 406 shares worth $35.6K. The position accounts for ﹤0.01% of the portfolio, ranked #184.

MASECO Private Wealth first reported a position in NEE in Q2 2025 and has held it in 5 quarters since. 3,023 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • MASECO Private Wealth held 406 shares of NextEra Energy worth $35.6K as of Q2 2026.
  • MASECO Private Wealth bought 118 NextEra Energy shares in Q2 2026, an estimated $10.7K.
  • NextEra Energy made up ﹤0.01% of MASECO Private Wealth's portfolio in Q2 2026, its #184 holding.
  • MASECO Private Wealth first reported a position in NextEra Energy in Q2 2025 and has held it in 5 quarters since.
  • 3,023 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on MASECO Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.