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 Q2	$2.44M	Buy	27,338 +4,687	+21%	+$424K	0.51%	63
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mattson Financial Services's NEE Position: Q2 2026 in Review

Mattson Financial Services increased its NextEra Energy (NEE) stake by 21% in Q2 2026, buying an estimated $424K and bringing the position to 27,338 shares worth $2.44M. The position accounts for 0.51% of the portfolio, ranked #63.

Mattson Financial Services first reported a position in NEE in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.91M in Q3 2025. 3,048 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Mattson Financial Services held 27,338 shares of NextEra Energy worth $2.44M as of Q2 2026.
Mattson Financial Services bought 4,687 NextEra Energy shares in Q2 2026, an estimated $424K.
NextEra Energy made up 0.51% of Mattson Financial Services's portfolio in Q2 2026, its #63 holding.
Mattson Financial Services first reported a position in NextEra Energy in Q2 2024 and has held it in 9 quarters since.
Mattson Financial Services's NextEra Energy position peaked at $2.91M in Q3 2025.
3,048 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Mattson Financial Services's 13F filing for Q2 2026, filed 4 Aug 2026.