MBL Wealth’s NextEra Energy NEE Stock Holding History

MBL Wealth’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	$672K	Buy	7,660 +2,184	+40%	+$198K	0.05%	175
2026 Q1	$509K	Buy	5,476 +728	+15%	+$64.7K	0.04%	198
2025 Q4	$381K	Buy	+4,748	New	+$393K	0.03%	209

Other funds holding NEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MBL Wealth's NEE Position: Q2 2026 in Review

MBL Wealth increased its NextEra Energy (NEE) stake by 40% in Q2 2026, buying an estimated $198K and bringing the position to 7,660 shares worth $672K. The position accounts for 0.05% of the portfolio, ranked #175.

MBL Wealth first reported a position in NEE in Q4 2025 and has held it in 3 quarters since. 3,035 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

MBL Wealth held 7,660 shares of NextEra Energy worth $672K as of Q2 2026.
MBL Wealth bought 2,184 NextEra Energy shares in Q2 2026, an estimated $198K.
NextEra Energy made up 0.05% of MBL Wealth's portfolio in Q2 2026, its #175 holding.
MBL Wealth first reported a position in NextEra Energy in Q4 2025 and has held it in 3 quarters since.
3,035 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.