Mattson Financial Services’s NextEra Energy NEE Stock Holding History

Mattson Financial Services’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	$2.1M	Sell	22,651 -1,206	-5%	-$107K	0.5%	65
2025 Q4	$1.92M	Sell	23,857 -14,666	-38%	-$1.21M	0.45%	79
2025 Q3	$2.91M	Buy	38,523 +700	+2%	+$51.1K	0.7%	51
2025 Q2	$2.63M	Buy	37,823 +2,616	+7%	+$182K	0.71%	53
2025 Q1	$2.5M	Buy	35,207 +5,795	+20%	+$409K	0.75%	48
2024 Q4	$2.49M	Sell	29,412 -8,657	-23%	-$673K	0.79%	42
2024 Q3	$2.7M	Sell	38,069 -252	-0.7%	-$19.7K	0.97%	28
2024 Q2	$2.71M	Buy	+38,321	New	+$2.72M	0.97%	28

Other funds holding NEE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mattson Financial Services's NEE Position: Q1 2026 in Review

Mattson Financial Services reduced its NextEra Energy (NEE) stake by 5.1% in Q1 2026, selling an estimated $107K and leaving 22,651 shares worth $2.1M. The position accounts for 0.5% of the portfolio, ranked #65.

Mattson Financial Services first reported a position in NEE in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.91M in Q3 2025. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Mattson Financial Services held 22,651 shares of NextEra Energy worth $2.1M as of Q1 2026.
Mattson Financial Services sold 1,206 NextEra Energy shares in Q1 2026, an estimated $107K.
NextEra Energy made up 0.5% of Mattson Financial Services's portfolio in Q1 2026, its #65 holding.
Mattson Financial Services first reported a position in NextEra Energy in Q2 2024 and has held it in 8 quarters since.
Mattson Financial Services's NextEra Energy position peaked at $2.91M in Q3 2025.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Mattson Financial Services's 13F filing for Q1 2026, filed 11 May 2026.