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MGB Wealth Management’s NextEra Energy NEE Stock Holding History

MGB Wealth 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
2025
Q4 		$456K Buy
5,674
+1,139
+25% +$94.3K 0.13% 134
2025
Q3 		$343K Sell
4,535
-105
-2% -$7.67K 0.1% 167
2025
Q2 		$323K Sell
4,640
-3,228
-41% -$224K 0.11% 166
2025
Q1 		$557K Sell
7,868
-254
-3% -$17.9K 0.2% 114
2024
Q4 		$582K Hold
8,122
– – 0.18% 100
2024
Q3 		$687K Buy
8,122
+107
+1% +$8.35K 0.25% 91
2024
Q2 		$607K Buy
8,015
+1,643
+26% +$117K 0.23% 99
2024
Q1 		$407K Hold
6,372
– – 0.17% 131
2023
Q4 		$387K Buy
+6,372
New +$363K 0.19% 129

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MGB Wealth Management's NEE Position: Q4 2025 in Review

MGB Wealth Management increased its NextEra Energy (NEE) stake by 25% in Q4 2025, buying an estimated $94.3K and bringing the position to 5,674 shares worth $456K. The position accounts for 0.13% of the portfolio, ranked #134.

MGB Wealth Management first reported a position in NEE in Q4 2023 and has held it in 9 quarters since. The position peaked at $687K in Q3 2024. 2,956 funds tracked by Wall St. Rank hold NEE as of Q4 2025.

  • MGB Wealth Management held 5,674 shares of NextEra Energy worth $456K as of Q4 2025.
  • MGB Wealth Management bought 1,139 NextEra Energy shares in Q4 2025, an estimated $94.3K.
  • NextEra Energy made up 0.13% of MGB Wealth Management's portfolio in Q4 2025, its #134 holding.
  • MGB Wealth Management first reported a position in NextEra Energy in Q4 2023 and has held it in 9 quarters since.
  • MGB Wealth Management's NextEra Energy position peaked at $687K in Q3 2024.
  • 2,956 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.