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Mattern Capital Management’s NextEra Energy NEE Stock Holding History

Mattern Capital Management’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 		$11.6M Sell
131,600
-2,338
-2% -$211K 1.35% 17
2026
Q1 		$12.4M Sell
133,938
-3,147
-2% -$280K 1.49% 8
2025
Q4 		$11M Sell
137,085
-22,955
-14% -$1.9M 1.3% 17
2025
Q3 		$12.1M Buy
160,040
+17,544
+12% +$1.28M 1.42% 11
2025
Q2 		$9.89M Buy
142,496
+2,427
+2% +$169K 1.19% 30
2025
Q1 		$9.93M Sell
140,069
-311
-0.2% -$22K 1.26% 22
2024
Q4 		$10.1M Sell
140,380
-2,062
-1% -$160K 1.31% 20
2024
Q3 		$12M Sell
142,442
-1,537
-1% -$120K 1.52% 9
2024
Q2 		$10.2M Sell
143,979
-1,521
-1% -$108K 1.41% 15
2024
Q1 		$9.3M Buy
145,500
+11,645
+9% +$682K 1.26% 29
2023
Q4 		$8.13M Buy
133,855
+36,832
+38% +$2.1M 1.18% 38
2023
Q3 		$5.56M Buy
97,023
+12,282
+14% +$850K 0.9% 75
2023
Q2 		$6.29M Buy
84,741
+4,025
+5% +$305K 1.02% 63
2023
Q1 		$6.22M Buy
80,716
+2,788
+4% +$214K 1.1% 48
2022
Q4 		$6.51M Sell
77,928
-3,048
-4% -$246K 1.2% 32
2022
Q3 		$6.35M Sell
80,976
-2,859
-3% -$243K 1.32% 17
2022
Q2 		$6.49M Buy
83,835
+5,338
+7% +$406K 1.28% 18
2022
Q1 		$6.65M Buy
78,497
+1,604
+2% +$129K 1.19% 32
2021
Q4 		$7.18M Buy
76,893
+905
+1% +$78.2K 1.26% 26
2021
Q3 		$5.97M Buy
75,988
+2,184
+3% +$176K 1.18% 41
2021
Q2 		$5.41M Buy
73,804
+3,357
+5% +$252K 1.07% 54
2021
Q1 		$5.33M Buy
70,447
+1,335
+2% +$104K 1.15% 40
2020
Q4 		$5.33M Buy
69,112
+588
+0.9% +$44K 1.26% 31
2020
Q3 		$4.75M Buy
68,524
+120
+0.2% +$8.29K 1.24% 31
2020
Q2 		$4.11M Buy
68,404
+844
+1% +$50.5K 1.19% 43
2020
Q1 		$4.06M Sell
67,560
-4,920
-7% -$309K 1.38% 10
2019
Q4 		$4.39M Buy
+72,480
New +$4.23M 1.21% 26

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

Mattern Capital Management's NEE Position: Q2 2026 in Review

Mattern Capital Management reduced its NextEra Energy (NEE) stake by 1.7% in Q2 2026, selling an estimated $211K and leaving 131,600 shares worth $11.6M. The position accounts for 1.35% of the portfolio, ranked #17.

Mattern Capital Management first reported a position in NEE in Q4 2019 and has held it in 27 quarters since. The position peaked at $12.4M in Q1 2026. 3,038 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Mattern Capital Management held 131,600 shares of NextEra Energy worth $11.6M as of Q2 2026.
  • Mattern Capital Management sold 2,338 NextEra Energy shares in Q2 2026, an estimated $211K.
  • NextEra Energy made up 1.35% of Mattern Capital Management's portfolio in Q2 2026, its #17 holding.
  • Mattern Capital Management first reported a position in NextEra Energy in Q4 2019 and has held it in 27 quarters since.
  • Mattern Capital Management's NextEra Energy position peaked at $12.4M in Q1 2026.
  • 3,038 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Mattern Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.