MG
NEE icon

Mather Group’s NextEra Energy NEE Stock Holding History

Mather 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
Q1 		$1.1M Buy
11,852
+1,064
+10% +$94.6K 0.01% 313
2025
Q4 		$866K Sell
10,788
-380
-3% -$31.5K 0.01% 309
2025
Q3 		$843K Buy
11,168
+1,290
+13% +$94.3K 0.01% 310
2025
Q2 		$686K Sell
9,878
-2,729
-22% -$190K 0.01% 327
2025
Q1 		$894K Buy
12,607
+4,069
+48% +$287K 0.01% 272
2024
Q4 		$612K Sell
8,538
-1,719
-17% -$134K 0.01% 315
2024
Q3 		$867K Sell
10,257
-3,048
-23% -$238K 0.01% 259
2024
Q2 		$850K Sell
13,305
-3,096
-19% -$220K 0.01% 289
2024
Q1 		$996K Buy
16,401
+47
+0.3% +$2.75K 0.02% 221
2023
Q4 		$993K Sell
16,354
-3,856
-19% -$220K 0.02% 229
2023
Q3 		$1.16M Buy
20,210
+4,257
+27% +$295K 0.02% 199
2023
Q2 		$1.18M Buy
15,953
+5,043
+46% +$382K 0.02% 206
2023
Q1 		$841K Sell
10,910
-2,514
-19% -$193K 0.01% 240
2022
Q4 		$1.12M Sell
13,424
-807
-6% -$65.2K 0.02% 194
2022
Q3 		$1.11M Buy
14,231
+4,713
+50% +$400K 0.02% 181
2022
Q2 		$737K Sell
9,518
-1,356
-12% -$103K 0.02% 210
2022
Q1 		$921K Sell
10,874
-408
-4% -$32.7K 0.02% 185
2021
Q4 		$1.05M Buy
11,282
+7,739
+218% +$669K 0.02% 146
2021
Q3 		$278K Buy
3,543
+61
+2% +$4.92K 0.01% 234
2021
Q2 		$255K Buy
3,482
+70
+2% +$5.25K 0.01% 233
2021
Q1 		$258K Buy
3,412
+580
+20% +$45.3K 0.01% 224
2020
Q4 		$219K Buy
+2,832
New +$212K 0.01% 226

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

Mather Group's NEE Position: Q1 2026 in Review

Mather Group increased its NextEra Energy (NEE) stake by 9.9% in Q1 2026, buying an estimated $94.6K and bringing the position to 11,852 shares worth $1.1M. The position accounts for 0.01% of the portfolio, ranked #313.

Mather Group first reported a position in NEE in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.18M in Q2 2023. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Mather Group held 11,852 shares of NextEra Energy worth $1.1M as of Q1 2026.
  • Mather Group bought 1,064 NextEra Energy shares in Q1 2026, an estimated $94.6K.
  • NextEra Energy made up 0.01% of Mather Group's portfolio in Q1 2026, its #313 holding.
  • Mather Group first reported a position in NextEra Energy in Q4 2020 and has held it in 22 quarters since.
  • Mather Group's NextEra Energy position peaked at $1.18M in Q2 2023.
  • 3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.