Mattern Wealth Management’s NextEra Energy NEE Stock Holding History

Mattern Wealth 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	$1.71M	Buy	19,517 +2,831	+17%	+$256K	0.28%	47
2026 Q1	$1.55M	Sell	16,686 -234	-1%	-$20.8K	0.3%	47
2025 Q4	$1.36M	Hold	16,920	–	–	0.26%	53
2025 Q3	$1.28M	Sell	16,920 -936	-5%	-$68.4K	0.26%	54
2025 Q2	$1.24M	Sell	17,856 -355	-2%	-$24.7K	0.26%	53
2025 Q1	$1.29M	Sell	18,211 -323	-2%	-$22.8K	0.29%	57
2024 Q4	$1.33M	Sell	18,534 -555	-3%	-$43.1K	0.29%	60
2024 Q3	$1.61M	Sell	19,089 -1,229	-6%	-$95.9K	0.35%	59
2024 Q2	$1.44M	Sell	20,318 -19,949	-50%	-$1.42M	0.35%	65
2024 Q1	$2.57M	Sell	40,267 -1,726	-4%	-$101K	0.63%	47
2023 Q4	$2.55M	Sell	41,993 -350	-0.8%	-$19.9K	0.66%	45
2023 Q3	$2.43M	Buy	42,343 +1,458	+4%	+$101K	0.71%	41
2023 Q2	$3.03M	Buy	40,885 +4,041	+11%	+$306K	0.89%	27
2023 Q1	$2.84M	Buy	36,844 +2,191	+6%	+$168K	0.94%	24
2022 Q4	$2.9M	Sell	34,653 -742	-2%	-$59.9K	1.17%	23
2022 Q3	$2.77M	Sell	35,395 -69	-0.2%	-$5.85K	1.12%	22
2022 Q2	$2.75M	Buy	35,464 +71	+0.2%	+$5.41K	1.08%	26
2022 Q1	$3M	Buy	35,393 +16,714	+89%	+$1.34M	0.98%	28
2021 Q4	$1.74M	Sell	18,679 -1,269	-6%	-$110K	0.51%	46
2021 Q3	$1.57M	Sell	19,948 -1,171	-6%	-$94.4K	0.53%	51
2021 Q2	$1.65M	Sell	21,119 -11,540	-35%	-$866K	0.52%	49
2021 Q1	$2.47M	Sell	32,659 -12,375	-27%	-$966K	0.87%	30
2020 Q4	$3.47M	Sell	45,034 -1,254	-3%	-$93.8K	1.31%	19
2020 Q3	$3.21M	Buy	46,288 +2,872	+7%	+$198K	1.38%	23
2020 Q2	$2.61M	Buy	43,416 +3,720	+9%	+$223K	1.27%	21
2020 Q1	$2.39M	Sell	39,696 -524	-1%	-$32.9K	1.72%	11
2019 Q4	$2.44M	Buy	+40,220	New	+$2.35M	1.46%	16

Other funds holding NEE

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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 Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Mattern Wealth Management increased its NextEra Energy (NEE) stake by 17% in Q2 2026, buying an estimated $256K and bringing the position to 19,517 shares worth $1.71M. The position accounts for 0.28% of the portfolio, ranked #47.

Mattern Wealth Management first reported a position in NEE in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.47M in Q4 2020. 1,451 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Mattern Wealth Management held 19,517 shares of NextEra Energy worth $1.71M as of Q2 2026.
Mattern Wealth Management bought 2,831 NextEra Energy shares in Q2 2026, an estimated $256K.
NextEra Energy made up 0.28% of Mattern Wealth Management's portfolio in Q2 2026, its #47 holding.
Mattern Wealth Management first reported a position in NextEra Energy in Q4 2019 and has held it in 27 quarters since.
Mattern Wealth Management's NextEra Energy position peaked at $3.47M in Q4 2020.
1,451 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Mattern Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.