MBM Wealth Consultants’s NextEra Energy NEE Stock Holding History

MBM Wealth Consultants’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	–	Sell	-800	Closed	-$74.3K	–	279
2026 Q1	$74.3K	Buy	+800	New	+$71.1K	0.02%	133
2023 Q2	–	Sell	-800	Closed	-$62K	–	216
2023 Q1	$62K	Hold	800	–	–	0.03%	151
2022 Q4	$67K	Hold	800	–	–	0.03%	149
2022 Q3	$65K	Hold	800	–	–	0.03%	142
2022 Q2	$62K	Hold	800	–	–	0.03%	146
2022 Q1	$68K	Hold	800	–	–	0.03%	169
2021 Q4	$75K	Hold	800	–	–	0.03%	136
2021 Q3	$63K	Hold	800	–	–	0.03%	144
2021 Q2	$59K	Hold	800	–	–	0.03%	136
2021 Q1	$60K	Hold	800	–	–	0.03%	129
2020 Q4	$62K	Hold	800	–	–	0.03%	124
2020 Q3	$56K	Hold	800	–	–	0.04%	123
2020 Q2	$48K	Hold	800	–	–	0.03%	124
2020 Q1	$48K	Hold	800	–	–	0.04%	112
2019 Q4	$48K	Hold	800	–	–	0.04%	123
2019 Q3	$47K	Hold	800	–	–	0.04%	122
2019 Q2	$41K	Hold	800	–	–	0.03%	126
2019 Q1	$39K	Hold	800	–	–	0.03%	129
2018 Q4	$35K	Buy	+800	New	+$35K	0.03%	143

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

MBM Wealth Consultants's NEE Position: Q2 2026 in Review

MBM Wealth Consultants sold out of NextEra Energy (NEE) in Q2 2026, closing a stake of 800 shares — an estimated $74.3K sold.

MBM Wealth Consultants first reported a position in NEE in Q4 2018 and held it in 19 quarters. The position peaked at $75K in Q4 2021. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

MBM Wealth Consultants reported no remaining NextEra Energy position as of Q2 2026 after selling out during the quarter.
MBM Wealth Consultants sold 800 NextEra Energy shares in Q2 2026, an estimated $74.3K.
MBM Wealth Consultants first reported a position in NextEra Energy in Q4 2018 and held it in 19 quarters.
MBM Wealth Consultants's NextEra Energy position peaked at $75K in Q4 2021.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

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