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 Q2	$485K	Buy	5,530 +1,455	+36%	+$132K	0.18%	99
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 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

Mendel Money Management's NEE Position: Q2 2026 in Review

Mendel Money Management increased its NextEra Energy (NEE) stake by 36% in Q2 2026, buying an estimated $132K and bringing the position to 5,530 shares worth $485K. The position accounts for 0.18% of the portfolio, ranked #99.

Mendel Money Management first reported a position in NEE in Q3 2025 and has held it in 4 quarters since. 3,044 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Mendel Money Management held 5,530 shares of NextEra Energy worth $485K as of Q2 2026.
Mendel Money Management bought 1,455 NextEra Energy shares in Q2 2026, an estimated $132K.
NextEra Energy made up 0.18% of Mendel Money Management's portfolio in Q2 2026, its #99 holding.
Mendel Money Management first reported a position in NextEra Energy in Q3 2025 and has held it in 4 quarters since.
3,044 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Mendel Money Management's 13F filing for Q2 2026, filed 30 Jul 2026.