Mayfair Advisory Group
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Mayfair Advisory Group’s NextEra Energy NEE Stock Holding History

Mayfair Advisory 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 		$297K Sell
3,920
-288
-7% -$24.4K 0.09% 150
2026
Q2 		$378K Buy
4,208
+1,086
+35% +$98.2K 0.11% 132
2026
Q1 		$290K Hold
3,122
– – 0.1% 142
2025
Q4 		$253K Hold
3,122
– – 0.1% 152
2025
Q3 		$236K Buy
+3,122
New +$228K 0.1% 162
2024
Q4 		– Sell
-2,847
Closed -$239K – 165
2024
Q3 		$239K Hold
2,847
– – 0.15% 131
2024
Q2 		$216K Buy
+2,847
New +$202K 0.15% 131
2023
Q3 		– Sell
-2,797
Closed -$202K – 130
2023
Q2 		$202K Hold
2,797
– – 0.2% 120
2023
Q1 		$218K Hold
2,797
– – 0.24% 103
2022
Q4 		$235K Sell
2,797
-8,402
-75% -$679K 0.3% 94
2022
Q3 		$909K Sell
11,199
-22
-0.2% -$1.87K 1.28% 18
2022
Q2 		$948K Buy
11,221
+182
+2% +$13.9K 1.25% 20
2022
Q1 		$946K Buy
11,039
+2
+0% +$160 1.21% 18
2021
Q4 		$990K Buy
11,037
+1
+0% +$86 1.31% 18
2021
Q3 		$876K Buy
11,036
+2
+0% +$161 1.34% 18
2021
Q2 		$809K Buy
11,034
+360
+3% +$27K 1.28% 18
2021
Q1 		$809K Hold
10,674
– – 1.45% 14
2020
Q4 		$823K Buy
10,674
+50
+0.5% +$3.74K 1.61% 12
2020
Q3 		$737K Hold
10,624
– – 1.9% 12
2020
Q2 		$638K Buy
+10,624
New +$636K 2.06% 12

Other funds holding NEE

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Mayfair Advisory Group's NEE Position: Q3 2026 in Review

Mayfair Advisory Group reduced its NextEra Energy (NEE) stake by 6.8% in Q3 2026, selling an estimated $24.4K and leaving 3,920 shares worth $297K. The position accounts for 0.09% of the portfolio, ranked #150.

Mayfair Advisory Group first reported a position in NEE in Q2 2020 and has held it in 20 quarters since. The position peaked at $990K in Q4 2021. 2,591 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

  • Mayfair Advisory Group held 3,920 shares of NextEra Energy worth $297K as of Q3 2026.
  • Mayfair Advisory Group sold 288 NextEra Energy shares in Q3 2026, an estimated $24.4K.
  • NextEra Energy made up 0.09% of Mayfair Advisory Group's portfolio in Q3 2026, its #150 holding.
  • Mayfair Advisory Group first reported a position in NextEra Energy in Q2 2020 and has held it in 20 quarters since.
  • Mayfair Advisory Group's NextEra Energy position peaked at $990K in Q4 2021.
  • 2,591 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Mayfair Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.