MB, Levis & Associates
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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
Q3 		$709K Buy
9,359
+504
+6% +$42.6K 0.26% 41
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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

MB, Levis & Associates's NEE Position: Q3 2026 in Review

MB, Levis & Associates increased its NextEra Energy (NEE) stake by 5.7% in Q3 2026, buying an estimated $42.6K and bringing the position to 9,359 shares worth $709K. The position accounts for 0.26% of the portfolio, ranked #41.

MB, Levis & Associates first reported a position in NEE in Q4 2022 and has held it in 16 quarters since. The position peaked at $892K in Q3 2024. 1,272 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

  • MB, Levis & Associates held 9,359 shares of NextEra Energy worth $709K as of Q3 2026.
  • MB, Levis & Associates bought 504 NextEra Energy shares in Q3 2026, an estimated $42.6K.
  • NextEra Energy made up 0.26% of MB, Levis & Associates's portfolio in Q3 2026, its #41 holding.
  • MB, Levis & Associates first reported a position in NextEra Energy in Q4 2022 and has held it in 16 quarters since.
  • MB, Levis & Associates's NextEra Energy position peaked at $892K in Q3 2024.
  • 1,272 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on MB, Levis & Associates's 13F filing for Q3 2026, filed 16 Oct 2026.