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 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	$99.7K	Buy	+1,408	New	+$99.9K	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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

MFA Wealth Advisors's NEE Position: Q2 2026 in Review

MFA Wealth Advisors increased its NextEra Energy (NEE) stake by 3.4% in Q2 2026, buying an estimated $18.6K and bringing the position to 6,323 shares worth $555K. The position accounts for 0.09% of the portfolio, ranked #68.

MFA Wealth Advisors first reported a position in NEE in Q2 2020 and has held it in 9 quarters since. The position peaked at $568K in Q1 2026. 1,328 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

MFA Wealth Advisors held 6,323 shares of NextEra Energy worth $555K as of Q2 2026.
MFA Wealth Advisors bought 206 NextEra Energy shares in Q2 2026, an estimated $18.6K.
NextEra Energy made up 0.09% of MFA Wealth Advisors's portfolio in Q2 2026, its #68 holding.
MFA Wealth Advisors first reported a position in NextEra Energy in Q2 2020 and has held it in 9 quarters since.
MFA Wealth Advisors's NextEra Energy position peaked at $568K in Q1 2026.
1,328 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on MFA Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.