MFA Wealth Advisors
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MFA Wealth Advisors’s NextEra Energy NEE Stock Holding History

MFA Wealth 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
Q3 		$506K Buy
6,676
+353
+6% +$29.9K 0.09% 70
2026
Q2 		$555K Buy
6,323
+206
+3% +$18.6K 0.09% 68
2026
Q1 		$568K Buy
6,117
+158
+3% +$14K 0.11% 63
2025
Q4 		$478K Sell
5,959
-1,123
-16% -$93K 0.1% 66
2025
Q3 		$535K Buy
7,082
+366
+5% +$26.7K 0.12% 66
2025
Q2 		$466K Buy
6,716
+607
+10% +$42.2K 0.11% 68
2025
Q1 		$433K Buy
+6,109
New +$431K 0.11% 67
2024
Q4 		– Sell
-1,755
Closed -$148K – 275
2024
Q3 		$148K Buy
1,755
+347
+25% +$27.1K 0.03% 110
2024
Q2 		$100K Buy
+1,408
New +$100K 0.02% 131
2020
Q3 		– Sell
-108
Closed -$6.58K – 145
2020
Q2 		$6.58K Buy
+108
New +$6.46K ﹤0.01% 189

Other funds holding NEE

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

MFA Wealth Advisors's NEE Position: Q3 2026 in Review

MFA Wealth Advisors increased its NextEra Energy (NEE) stake by 5.6% in Q3 2026, buying an estimated $29.9K and bringing the position to 6,676 shares worth $506K. The position accounts for 0.09% of the portfolio, ranked #70.

MFA Wealth Advisors first reported a position in NEE in Q2 2020 and has held it in 10 quarters since. The position peaked at $568K in Q1 2026. 1,258 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

  • MFA Wealth Advisors held 6,676 shares of NextEra Energy worth $506K as of Q3 2026.
  • MFA Wealth Advisors bought 353 NextEra Energy shares in Q3 2026, an estimated $29.9K.
  • NextEra Energy made up 0.09% of MFA Wealth Advisors's portfolio in Q3 2026, its #70 holding.
  • MFA Wealth Advisors first reported a position in NextEra Energy in Q2 2020 and has held it in 10 quarters since.
  • MFA Wealth Advisors's NextEra Energy position peaked at $568K in Q1 2026.
  • 1,258 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on MFA Wealth Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.