Mission Wealth Management’s NextEra Energy NEE Stock Holding History

Mission 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
2026 Q2	$3.94M	Buy	44,927 +7,265	+19%	+$657K	0.05%	208
2026 Q1	$3.5M	Buy	37,662 +3,036	+9%	+$270K	0.07%	147
2025 Q4	$2.78M	Sell	34,626 -385	-1%	-$31.9K	0.06%	178
2025 Q3	$2.64M	Sell	35,011 -5,278	-13%	-$386K	0.05%	187
2025 Q2	$2.8M	Buy	40,289 +4,469	+12%	+$310K	0.06%	175
2025 Q1	$2.54M	Sell	35,820 -1,091	-3%	-$77K	0.06%	166
2024 Q4	$2.65M	Sell	36,911 -1,420	-4%	-$110K	0.06%	156
2024 Q3	$3.24M	Buy	38,331 +4,519	+13%	+$353K	0.08%	133
2024 Q2	$2.39M	Buy	33,812 +4,982	+17%	+$353K	0.06%	152
2024 Q1	$1.84M	Sell	28,830 -7,566	-21%	-$443K	0.05%	193
2023 Q4	$2.21M	Sell	36,396 -376	-1%	-$21.4K	0.07%	139
2023 Q3	$2.11M	Buy	36,772 +162	+0.4%	+$11.2K	0.08%	126
2023 Q2	$2.72M	Buy	36,610 +47	+0.1%	+$3.56K	0.1%	102
2023 Q1	$2.82M	Buy	36,563 +3,230	+10%	+$248K	0.12%	102
2022 Q4	$2.79M	Buy	33,333 +307	+0.9%	+$24.8K	0.13%	96
2022 Q3	$2.59M	Buy	33,026 +1,300	+4%	+$110K	0.14%	96
2022 Q2	$2.46M	Buy	31,726 +979	+3%	+$74.5K	0.13%	95
2022 Q1	$2.6M	Buy	30,747 +2,292	+8%	+$184K	0.12%	94
2021 Q4	$2.66M	Buy	28,455 +2,177	+8%	+$188K	0.12%	93
2021 Q3	$2.06M	Sell	26,278 -3,602	-12%	-$291K	0.11%	103
2021 Q2	$2.19M	Buy	29,880 +323	+1%	+$24.2K	0.12%	93
2021 Q1	$2.23M	Buy	29,557 +9,451	+47%	+$738K	0.13%	82
2020 Q4	$1.55M	Buy	20,106 +2,998	+18%	+$224K	0.1%	100
2020 Q3	$1.19M	Sell	17,108 -36	-0.2%	-$2.48K	0.09%	106
2020 Q2	$1.03M	Buy	17,144 +6,376	+59%	+$382K	0.09%	107
2020 Q1	$648K	Sell	10,768 -184	-2%	-$11.6K	0.07%	129
2019 Q4	$663K	Buy	10,952 +360	+3%	+$21K	0.06%	149
2019 Q3	$617K	Sell	10,592 -1,080	-9%	-$58.4K	0.07%	147
2019 Q2	$598K	Buy	11,672 +124	+1%	+$6.1K	0.07%	147
2019 Q1	$558K	Buy	11,548 +1,232	+12%	+$56.3K	0.06%	151
2018 Q4	$448K	Buy	10,316 +1,500	+17%	+$65.6K	0.06%	161
2018 Q3	$369K	Buy	8,816 +500	+6%	+$21.3K	0.05%	183
2018 Q2	$347K	Buy	8,316 +2,872	+53%	+$116K	0.05%	175
2018 Q1	$222K	Buy	5,444 +148	+3%	+$5.71K	0.04%	206
2017 Q4	$207K	Buy	+5,296	New	+$204K	0.04%	208
2017 Q3	–	Sell	-7,760	Closed	-$272K	–	212
2017 Q2	$272K	Buy	7,760 +964	+14%	+$32.9K	0.05%	142
2017 Q1	$218K	Buy	+6,796	New	+$214K	0.04%	168

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 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

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

Mission Wealth Management's NEE Position: Q2 2026 in Review

Mission Wealth Management increased its NextEra Energy (NEE) stake by 19% in Q2 2026, buying an estimated $657K and bringing the position to 44,927 shares worth $3.94M. The position accounts for 0.05% of the portfolio, ranked #208.

Mission Wealth Management first reported a position in NEE in Q1 2017 and has held it in 37 quarters since. 1,279 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Mission Wealth Management held 44,927 shares of NextEra Energy worth $3.94M as of Q2 2026.
Mission Wealth Management bought 7,265 NextEra Energy shares in Q2 2026, an estimated $657K.
NextEra Energy made up 0.05% of Mission Wealth Management's portfolio in Q2 2026, its #208 holding.
Mission Wealth Management first reported a position in NextEra Energy in Q1 2017 and has held it in 37 quarters since.
1,279 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.