Mather Group
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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
Q3 		$980K Buy
12,936
+770
+6% +$65.1K 0.01% 378
2026
Q2 		$1.07M Buy
12,166
+314
+3% +$28.4K 0.01% 369
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 		$1.12M 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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Fisher Funds Management
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Mather Group's NEE Position: Q3 2026 in Review

Mather Group increased its NextEra Energy (NEE) stake by 6.3% in Q3 2026, buying an estimated $65.1K and bringing the position to 12,936 shares worth $980K. The position accounts for 0.01% of the portfolio, ranked #378.

Mather Group first reported a position in NEE in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.18M in Q2 2023. 727 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

  • Mather Group held 12,936 shares of NextEra Energy worth $980K as of Q3 2026.
  • Mather Group bought 770 NextEra Energy shares in Q3 2026, an estimated $65.1K.
  • NextEra Energy made up 0.01% of Mather Group's portfolio in Q3 2026, its #378 holding.
  • Mather Group first reported a position in NextEra Energy in Q4 2020 and has held it in 24 quarters since.
  • Mather Group's NextEra Energy position peaked at $1.18M in Q2 2023.
  • 727 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.