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MB, Levis & Associates’s NextEra Energy NEE Stock Holding History

MB, Levis & Associates’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 		$777K Buy
8,855
+66
+0.8% +$5.97K 0.29% 41
2026
Q1 		$816K Sell
8,789
-257
-3% -$22.8K 0.34% 39
2025
Q4 		$726K Sell
9,046
-304
-3% -$25.2K 0.31% 39
2025
Q3 		$706K Sell
9,350
-1,286
-12% -$94K 0.31% 37
2025
Q2 		$738K Buy
10,636
+75
+0.7% +$5.21K 0.32% 42
2025
Q1 		$749K Buy
10,561
+15
+0.1% +$1.06K 0.35% 41
2024
Q4 		$756K Sell
10,546
-8
-0.1% -$621 0.38% 40
2024
Q3 		$892K Buy
10,554
+14
+0.1% +$1.09K 0.44% 39
2024
Q2 		$746K Buy
10,540
+151
+1% +$10.7K 0.39% 41
2024
Q1 		$664K Buy
10,389
+8,148
+364% +$477K 0.36% 40
2023
Q4 		$136K Sell
2,241
-8,104
-78% -$462K 0.08% 67
2023
Q3 		$593K Sell
10,345
-108
-1% -$7.48K 0.38% 35
2023
Q2 		$776K Buy
10,453
+39
+0.4% +$2.95K 0.5% 34
2023
Q1 		$803K Buy
10,414
+39
+0.4% +$3K 0.56% 33
2022
Q4 		$867K Buy
+10,375
New +$838K 0.68% 28

Other funds holding NEE

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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

MB, Levis & Associates's NEE Position: Q2 2026 in Review

MB, Levis & Associates increased its NextEra Energy (NEE) stake by 0.75% in Q2 2026, buying an estimated $5.97K and bringing the position to 8,855 shares worth $777K. The position accounts for 0.29% of the portfolio, ranked #41.

MB, Levis & Associates first reported a position in NEE in Q4 2022 and has held it in 15 quarters since. The position peaked at $892K in Q3 2024. 1,451 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • MB, Levis & Associates held 8,855 shares of NextEra Energy worth $777K as of Q2 2026.
  • MB, Levis & Associates bought 66 NextEra Energy shares in Q2 2026, an estimated $5.97K.
  • NextEra Energy made up 0.29% of MB, Levis & Associates's portfolio in Q2 2026, its #41 holding.
  • MB, Levis & Associates first reported a position in NextEra Energy in Q4 2022 and has held it in 15 quarters since.
  • MB, Levis & Associates's NextEra Energy position peaked at $892K in Q3 2024.
  • 1,451 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on MB, Levis & Associates's 13F filing for Q2 2026, filed 22 Jul 2026.