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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
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% +$5.61K 0.17% 69
2024
Q1 		$253K Buy
3,951
+39
+1% +$2.29K 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

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
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
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

MBE Wealth Management's NEE Position: Q2 2026 in Review

MBE Wealth Management increased its NextEra Energy (NEE) stake by 0.09% in Q2 2026, buying an estimated $362 and bringing the position to 4,267 shares worth $374K. The position accounts for 0.13% of the portfolio, ranked #102.

MBE Wealth Management first reported a position in NEE in Q4 2019 and has held it in 27 quarters since. The position peaked at $421K in Q4 2021. 1,360 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • MBE Wealth Management held 4,267 shares of NextEra Energy worth $374K as of Q2 2026.
  • MBE Wealth Management bought 4 NextEra Energy shares in Q2 2026, an estimated $362.
  • NextEra Energy made up 0.13% of MBE Wealth Management's portfolio in Q2 2026, its #102 holding.
  • MBE Wealth Management first reported a position in NextEra Energy in Q4 2019 and has held it in 27 quarters since.
  • MBE Wealth Management's NextEra Energy position peaked at $421K in Q4 2021.
  • 1,360 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on MBE Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.