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Mayflower Financial Advisors’s NextEra Energy NEE Stock Holding History

Mayflower Financial Advisors’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 		$11.8M Buy
134,109
+119,752
+834% +$10.8M 1.02% 26
2026
Q1 		$1.33M Buy
14,357
+385
+3% +$34.2K 0.16% 132
2025
Q4 		$1.12M Buy
13,972
+246
+2% +$20.4K 0.14% 147
2025
Q3 		$1.04M Sell
13,726
-304
-2% -$22.2K 0.13% 154
2025
Q2 		$974K Sell
14,030
-21
-0.1% -$1.46K 0.14% 151
2025
Q1 		$996K Buy
14,051
+202
+1% +$14.3K 0.15% 145
2024
Q4 		$993K Buy
13,849
+86
+0.6% +$6.68K 0.15% 139
2024
Q3 		$1.16M Sell
13,763
-63
-0.5% -$4.92K 0.18% 123
2024
Q2 		$979K Sell
13,826
-971
-7% -$68.9K 0.16% 132
2024
Q1 		$946K Sell
14,797
-119,883
-89% -$7.02M 0.16% 134
2023
Q4 		$8.18M Sell
134,680
-2,612
-2% -$149K 1.13% 18
2023
Q3 		$7.87M Buy
137,292
+3,039
+2% +$210K 1.18% 19
2023
Q2 		$9.96M Buy
134,253
+172
+0.1% +$13K 1.29% 20
2023
Q1 		$10.3M Sell
134,081
-598
-0.4% -$46K 1.36% 16
2022
Q4 		$11.3M Sell
134,679
-770
-0.6% -$62.2K 1.56% 15
2022
Q3 		$10.6M Buy
135,449
+3,218
+2% +$273K 1.71% 12
2022
Q2 		$10.2M Sell
132,231
-3
-0% -$228 1.57% 13
2022
Q1 		$11.2M Sell
132,234
-1,393
-1% -$112K 1.51% 16
2021
Q4 		$12.5M Buy
133,627
+1,611
+1% +$139K 1.66% 15
2021
Q3 		$10.8M Buy
132,016
+409
+0.3% +$33K 1.46% 15
2021
Q2 		$9.64M Buy
131,607
+529
+0.4% +$39.7K 1.33% 19
2021
Q1 		$9.91M Buy
131,078
+653
+0.5% +$51K 1.47% 19
2020
Q4 		$10.1M Buy
+130,425
New +$9.76M 1.74% 15

Other funds holding NEE

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Mayflower Financial Advisors's NEE Position: Q2 2026 in Review

Mayflower Financial Advisors increased its NextEra Energy (NEE) stake by 834% in Q2 2026, buying an estimated $10.8M and bringing the position to 134,109 shares worth $11.8M. The position accounts for 1.02% of the portfolio, ranked #26.

Mayflower Financial Advisors first reported a position in NEE in Q4 2020 and has held it in 23 quarters since. The position peaked at $12.5M in Q4 2021. 1,062 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Mayflower Financial Advisors held 134,109 shares of NextEra Energy worth $11.8M as of Q2 2026.
  • Mayflower Financial Advisors bought 119,752 NextEra Energy shares in Q2 2026, an estimated $10.8M.
  • NextEra Energy made up 1.02% of Mayflower Financial Advisors's portfolio in Q2 2026, its #26 holding.
  • Mayflower Financial Advisors first reported a position in NextEra Energy in Q4 2020 and has held it in 23 quarters since.
  • Mayflower Financial Advisors's NextEra Energy position peaked at $12.5M in Q4 2021.
  • 1,062 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.