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Midland Wealth Advisors’s NextEra Energy NEE Stock Holding History

Midland 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 		$436K Buy
4,965
+645
+15% +$58.3K 0.02% 117
2026
Q1 		$401K Buy
4,320
+528
+14% +$46.9K 0.02% 120
2025
Q4 		$304K Sell
3,792
-159
-4% -$13.2K 0.02% 139
2025
Q3 		$298K Sell
3,951
-833
-17% -$60.9K 0.02% 147
2025
Q2 		$332K Sell
4,784
-246
-5% -$17.1K 0.02% 143
2025
Q1 		$357K Sell
5,030
-1,146
-19% -$80.9K 0.02% 141
2024
Q4 		$443K Sell
6,176
-361
-6% -$28K 0.03% 138
2024
Q3 		$553K Sell
6,537
-721
-10% -$56.3K 0.03% 130
2024
Q2 		$514K Sell
7,258
-833
-10% -$59.1K 0.03% 141
2024
Q1 		$517K Buy
8,091
+2,644
+49% +$155K 0.03% 133
2023
Q4 		$331K Buy
+5,447
New +$310K 0.02% 154

Other funds holding NEE

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
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

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

Midland Wealth Advisors increased its NextEra Energy (NEE) stake by 15% in Q2 2026, buying an estimated $58.3K and bringing the position to 4,965 shares worth $436K. The position accounts for 0.02% of the portfolio, ranked #117.

Midland Wealth Advisors first reported a position in NEE in Q4 2023 and has held it in 11 quarters since. The position peaked at $553K in Q3 2024. 1,268 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Midland Wealth Advisors held 4,965 shares of NextEra Energy worth $436K as of Q2 2026.
  • Midland Wealth Advisors bought 645 NextEra Energy shares in Q2 2026, an estimated $58.3K.
  • NextEra Energy made up 0.02% of Midland Wealth Advisors's portfolio in Q2 2026, its #117 holding.
  • Midland Wealth Advisors first reported a position in NextEra Energy in Q4 2023 and has held it in 11 quarters since.
  • Midland Wealth Advisors's NextEra Energy position peaked at $553K in Q3 2024.
  • 1,268 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Midland Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.