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 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 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

Mayfair Advisory Group's NEE Position: Q1 2026 in Review

Mayfair Advisory Group held its NextEra Energy (NEE) position steady in Q1 2026 at 3,122 shares worth $290K. The position accounts for 0.1% of the portfolio, ranked #142.

Mayfair Advisory Group first reported a position in NEE in Q2 2020 and has held it in 18 quarters since. The position peaked at $990K in Q4 2021. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Mayfair Advisory Group held 3,122 shares of NextEra Energy worth $290K as of Q1 2026.
Mayfair Advisory Group left its NextEra Energy share count unchanged in Q1 2026.
NextEra Energy made up 0.1% of Mayfair Advisory Group's portfolio in Q1 2026, its #142 holding.
Mayfair Advisory Group first reported a position in NextEra Energy in Q2 2020 and has held it in 18 quarters since.
Mayfair Advisory Group's NextEra Energy position peaked at $990K in Q4 2021.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Mayfair Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.