MBE Wealth Management
NEE icon

MBE Wealth Management’s NextEra Energy NEE Stock Holding History

MBE Wealth Management’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 		$330K Buy
4,362
+95
+2% +$8.04K 0.12% 123
2026
Q2 		$374K Buy
4,267
+4
+0.1% +$362 0.13% 102
2026
Q1 		$396K Buy
4,263
+4
+0.1% +$356 0.16% 87
2025
Q4 		$342K Buy
4,259
+4
+0.1% +$331 0.14% 93
2025
Q3 		$321K Buy
4,255
+613
+17% +$44.8K 0.14% 92
2025
Q2 		$253K Buy
3,642
+4
+0.1% +$278 0.11% 113
2025
Q1 		$258K Buy
3,638
+76
+2% +$5.36K 0.12% 101
2024
Q4 		$255K Buy
3,562
+4
+0.1% +$311 0.14% 77
2024
Q3 		$301K Sell
3,558
-472
-12% -$36.8K 0.17% 70
2024
Q2 		$285K Buy
4,030
+79
+2% +$5.6K 0.17% 69
2024
Q1 		$253K Buy
3,951
+39
+1% +$2.28K 0.16% 72
2023
Q4 		$238K Buy
3,912
+38
+1% +$2.17K 0.12% 76
2023
Q3 		$222K Buy
3,874
+14
+0.4% +$969 0.13% 69
2023
Q2 		$286K Buy
3,860
+3
+0.1% +$227 0.15% 59
2023
Q1 		$297K Buy
3,857
+52
+1% +$4K 0.18% 57
2022
Q4 		$318K Sell
3,805
-29
-0.8% -$2.34K 0.21% 51
2022
Q3 		$301K Sell
3,834
-578
-13% -$49K 0.22% 43
2022
Q2 		$342K Buy
4,412
+2
+0% +$152 0.24% 40
2022
Q1 		$374K Sell
4,410
-95
-2% -$7.61K 0.22% 37
2021
Q4 		$421K Buy
4,505
+99
+2% +$8.56K 0.22% 36
2021
Q3 		$346K Sell
4,406
-18
-0.4% -$1.45K 0.18% 36
2021
Q2 		$324K Buy
4,424
+2
+0% +$150 0.17% 38
2021
Q1 		$334K Sell
4,422
-362
-8% -$28.3K 0.18% 43
2020
Q4 		$369K Buy
4,784
+668
+16% +$50K 0.25% 37
2020
Q3 		$247K Hold
4,116
– – 0.21% 40
2020
Q2 		$247K Buy
4,116
+4
+0.1% +$239 0.21% 40
2020
Q1 		$247K Hold
4,112
– – 0.24% 28
2019
Q4 		$248K Buy
+4,112
New +$240K 0.25% 32

Other funds holding NEE

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

MBE Wealth Management's NEE Position: Q3 2026 in Review

MBE Wealth Management increased its NextEra Energy (NEE) stake by 2.2% in Q3 2026, buying an estimated $8.04K and bringing the position to 4,362 shares worth $330K. The position accounts for 0.12% of the portfolio, ranked #123.

MBE Wealth Management first reported a position in NEE in Q4 2019 and has held it in 28 quarters since. The position peaked at $421K in Q4 2021. 2,280 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

  • MBE Wealth Management held 4,362 shares of NextEra Energy worth $330K as of Q3 2026.
  • MBE Wealth Management bought 95 NextEra Energy shares in Q3 2026, an estimated $8.04K.
  • NextEra Energy made up 0.12% of MBE Wealth Management's portfolio in Q3 2026, its #123 holding.
  • MBE Wealth Management first reported a position in NextEra Energy in Q4 2019 and has held it in 28 quarters since.
  • MBE Wealth Management's NextEra Energy position peaked at $421K in Q4 2021.
  • 2,280 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on MBE Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.