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MassMutual Private Wealth & Trust’s NextEra Energy NEE Stock Holding History

MassMutual Private Wealth & Trust’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 		$26.1M Sell
296,830
-7,433
-2% -$672K 0.67% 39
2026
Q1 		$28.3M Sell
304,263
-1,778
-0.6% -$158K 0.77% 36
2025
Q4 		$24.6M Sell
306,041
-5,830
-2% -$483K 0.63% 42
2025
Q3 		$23.5M Buy
311,871
+12,025
+4% +$879K 0.6% 42
2025
Q2 		$20.8M Buy
299,846
+13,684
+5% +$950K 0.55% 48
2025
Q1 		$20.3M Buy
286,162
+32,918
+13% +$2.32M 0.59% 46
2024
Q4 		$18.2M Sell
253,244
-3,750
-1% -$291K 0.51% 52
2024
Q3 		$21.7M Buy
256,994
+9,530
+4% +$744K 0.62% 46
2024
Q2 		$17.5M Buy
247,464
+28,803
+13% +$2.04M 0.53% 51
2024
Q1 		$14M Buy
218,661
+65,961
+43% +$3.86M 0.43% 61
2023
Q4 		$9.27M Sell
152,700
-42,254
-22% -$2.41M 0.31% 76
2023
Q3 		$11.2M Buy
194,954
+11,002
+6% +$762K 0.41% 65
2023
Q2 		$13.6M Buy
183,952
+35,965
+24% +$2.72M 0.49% 55
2023
Q1 		$11.4M Buy
147,987
+6,883
+5% +$529K 0.44% 60
2022
Q4 		$11.8M Buy
141,104
+6,828
+5% +$552K 0.49% 55
2022
Q3 		$10.5M Buy
134,276
+6,399
+5% +$543K 0.48% 56
2022
Q2 		$9.9M Buy
127,877
+112,126
+712% +$8.54M 0.43% 63
2022
Q1 		$1.33M Buy
15,751
+4,907
+45% +$393K 0.05% 212
2021
Q4 		$1.01M Sell
10,844
-318
-3% -$27.5K 0.04% 238
2021
Q3 		$876K Sell
11,162
-275
-2% -$22.2K 0.04% 238
2021
Q2 		$838K Sell
11,437
-181
-2% -$13.6K 0.04% 243
2021
Q1 		$878K Sell
11,618
-3,668
-24% -$286K 0.04% 233
2020
Q4 		$1.18M Sell
15,286
-11,654
-43% -$872K 0.06% 199
2020
Q3 		$1.87M Sell
26,940
-70,148
-72% -$4.84M 0.11% 154
2020
Q2 		$5.83M Sell
97,088
-14,052
-13% -$841K 0.38% 66
2020
Q1 		$6.69M Sell
111,140
-4,160
-4% -$261K 0.53% 47
2019
Q4 		$6.98M Sell
115,300
-8,304
-7% -$485K 0.43% 62
2019
Q3 		$7.2M Buy
123,604
+492
+0.4% +$26.6K 0.48% 53
2019
Q2 		$6.3M Sell
123,112
-6,728
-5% -$331K 0.44% 58
2019
Q1 		$6.28M Sell
129,840
-4,308
-3% -$197K 0.45% 54
2018
Q4 		$5.83M Buy
134,148
+1,728
+1% +$75.6K 0.5% 46
2018
Q3 		$5.55M Buy
132,420
+35,792
+37% +$1.52M 0.41% 59
2018
Q2 		$4.03M Sell
96,628
-2,516
-3% -$102K 0.32% 79
2018
Q1 		$4.05M Sell
99,144
-7,436
-7% -$287K 0.33% 78
2017
Q4 		$4.16M Buy
106,580
+23,820
+29% +$920K 0.34% 74
2017
Q3 		$3.03M Sell
82,760
-6,280
-7% -$230K 0.25% 112
2017
Q2 		$3.12M Sell
89,040
-12,036
-12% -$411K 0.28% 107
2017
Q1 		$3.24M Sell
101,076
-13,252
-12% -$417K 0.3% 97
2016
Q4 		$3.41M Buy
+114,328
New +$3.42M 0.42% 69
2016
Q2 		$4.51M Buy
138,272
+45,336
+49% +$1.36M 0.57% 44
2016
Q1 		$2.75M Buy
92,936
+19,324
+26% +$542K 0.37% 69
2015
Q4 		$1.91M Buy
73,612
+22,808
+45% +$577K 0.27% 98
2015
Q3 		$1.19M Buy
50,804
+10,144
+25% +$258K 0.25% 105
2015
Q2 		$1.04M Sell
40,660
-30,972
-43% -$787K 0.23% 110
2015
Q1 		$1.86M Sell
71,632
-6,036
-8% -$159K 0.31% 83
2014
Q4 		$2.06M Buy
77,668
+26,864
+53% +$678K 0.67% 40
2014
Q3 		$1.19M Buy
50,804
+10,144
+25% +$245K 0.24% 106
2014
Q2 		$1.04M Buy
40,660
+4,852
+14% +$118K 0.41% 65
2014
Q1 		$856K Buy
35,808
+25,928
+262% +$587K 0.5% 57
2013
Q4 		$211K Buy
+9,880
New +$208K 0.19% 105

Other funds holding NEE

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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

MassMutual Private Wealth & Trust's NEE Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its NextEra Energy (NEE) stake by 2.4% in Q2 2026, selling an estimated $672K and leaving 296,830 shares worth $26.1M. The position accounts for 0.67% of the portfolio, ranked #39.

MassMutual Private Wealth & Trust first reported a position in NEE in Q4 2013 and has held it in 50 quarters since. The position peaked at $28.3M in Q1 2026. 1,400 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • MassMutual Private Wealth & Trust held 296,830 shares of NextEra Energy worth $26.1M as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 7,433 NextEra Energy shares in Q2 2026, an estimated $672K.
  • NextEra Energy made up 0.67% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #39 holding.
  • MassMutual Private Wealth & Trust first reported a position in NextEra Energy in Q4 2013 and has held it in 50 quarters since.
  • MassMutual Private Wealth & Trust's NextEra Energy position peaked at $28.3M in Q1 2026.
  • 1,400 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.