Mercer Global Advisors
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Mercer Global Advisors’s NextEra Energy NEE Stock Holding History

Mercer Global Advisors’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 		$33.4M Buy
359,935
+26,308
+8% +$2.34M 0.05% 234
2025
Q4 		$29.9M Buy
333,627
+73,315
+28% +$6.07M 0.05% 256
2025
Q3 		$19.7M Buy
260,312
+27,956
+12% +$2.04M 0.03% 311
2025
Q2 		$16.1M Sell
232,356
-3,081
-1% -$214K 0.03% 291
2025
Q1 		$16.7M Sell
235,437
-20,197
-8% -$1.43M 0.04% 262
2024
Q4 		$18.3M Sell
255,634
-22,804
-8% -$1.77M 0.04% 233
2024
Q3 		$23.7M Buy
278,438
+17,668
+7% +$1.38M 0.06% 190
2024
Q2 		$16.6M Buy
260,770
+7,828
+3% +$555K 0.05% 218
2024
Q1 		$16.2M Buy
252,942
+21,291
+9% +$1.25M 0.05% 225
2023
Q4 		$14.1M Buy
231,651
+44,201
+24% +$2.52M 0.04% 245
2023
Q3 		$10.7M Buy
187,450
+4,743
+3% +$328K 0.04% 260
2023
Q2 		$13.6M Buy
182,707
+7,336
+4% +$555K 0.05% 234
2023
Q1 		$13.5M Sell
175,371
-3,650
-2% -$281K 0.06% 222
2022
Q4 		$15M Buy
179,021
+5,301
+3% +$428K 0.07% 198
2022
Q3 		$13.6M Buy
173,720
+13,399
+8% +$1.14M 0.08% 185
2022
Q2 		$12.4M Sell
160,321
-1,068
-0.7% -$81.3K 0.08% 187
2022
Q1 		$13.7M Buy
161,389
+8,687
+6% +$696K 0.08% 180
2021
Q4 		$14.3M Buy
152,702
+5,412
+4% +$468K 0.09% 170
2021
Q3 		$11.6M Buy
147,290
+13,441
+10% +$1.08M 0.08% 198
2021
Q2 		$9.81M Buy
133,849
+11,252
+9% +$844K 0.08% 201
2021
Q1 		$9.27M Buy
122,597
+22,150
+22% +$1.73M 0.08% 184
2020
Q4 		$7.75M Sell
100,447
-311,589
-76% -$23.3M 0.1% 159
2020
Q3 		$7.15M Buy
412,036
+319,984
+348% +$22.1M 0.11% 145
2020
Q2 		$5.53M Buy
92,052
+2,624
+3% +$157K 0.1% 153
2020
Q1 		$5.38M Buy
89,428
+9,268
+12% +$583K 0.12% 151
2019
Q4 		$4.85M Buy
80,160
+872
+1% +$50.9K 0.1% 172
2019
Q3 		$4.62M Buy
79,288
+26,064
+49% +$1.41M 0.11% 160
2019
Q2 		$2.73M Sell
53,224
-7,168
-12% -$353K 0.07% 219
2019
Q1 		$2.92M Buy
+60,392
New +$2.76M 0.11% 172

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

Mercer Global Advisors's NEE Position: Q1 2026 in Review

Mercer Global Advisors increased its NextEra Energy (NEE) stake by 7.9% in Q1 2026, buying an estimated $2.34M and bringing the position to 359,935 shares worth $33.4M. The position accounts for 0.05% of the portfolio, ranked #234.

Mercer Global Advisors first reported a position in NEE in Q1 2019 and has held it in 29 quarters since. 3,028 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Mercer Global Advisors held 359,935 shares of NextEra Energy worth $33.4M as of Q1 2026.
  • Mercer Global Advisors bought 26,308 NextEra Energy shares in Q1 2026, an estimated $2.34M.
  • NextEra Energy made up 0.05% of Mercer Global Advisors's portfolio in Q1 2026, its #234 holding.
  • Mercer Global Advisors first reported a position in NextEra Energy in Q1 2019 and has held it in 29 quarters since.
  • 3,028 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.