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Mendel Money Management’s NextEra Energy NEE Stock Holding History

Mendel Money 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
Q1 		$378K Hold
4,075
– – 0.16% 114
2025
Q4 		$327K Buy
4,075
+1,250
+44% +$104K 0.14% 123
2025
Q3 		$213K Buy
+2,825
New +$206K 0.09% 148

Other funds holding NEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mendel Money Management's NEE Position: Q1 2026 in Review

Mendel Money Management held its NextEra Energy (NEE) position steady in Q1 2026 at 4,075 shares worth $378K. The position accounts for 0.16% of the portfolio, ranked #114.

Mendel Money Management first reported a position in NEE in Q3 2025 and has held it in 3 quarters since. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Mendel Money Management held 4,075 shares of NextEra Energy worth $378K as of Q1 2026.
  • Mendel Money Management left its NextEra Energy share count unchanged in Q1 2026.
  • NextEra Energy made up 0.16% of Mendel Money Management's portfolio in Q1 2026, its #114 holding.
  • Mendel Money Management first reported a position in NextEra Energy in Q3 2025 and has held it in 3 quarters since.
  • 3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Mendel Money Management's 13F filing for Q1 2026, filed 4 May 2026.