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Mitchell & Pahl Private Wealth’s NextEra Energy NEE Stock Holding History

Mitchell & Pahl Private Wealth’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 		$3.5M Buy
39,829
+607
+2% +$54.9K 1.28% 20
2026
Q1 		$3.64M Buy
39,222
+7
+0% +$622 1.48% 10
2025
Q4 		$3.15M Sell
39,215
-106
-0.3% -$8.78K 1.31% 15
2025
Q3 		$2.97M Buy
39,321
+30
+0.1% +$2.19K 1.24% 19
2025
Q2 		$2.73M Buy
39,291
+1,065
+3% +$74K 1.2% 28
2025
Q1 		$2.71M Buy
38,226
+345
+0.9% +$24.4K 1.26% 20
2024
Q4 		$2.72M Buy
37,881
+949
+3% +$73.7K 1.27% 18
2024
Q3 		$3.12M Buy
36,932
+611
+2% +$47.7K 1.45% 11
2024
Q2 		$2.57M Sell
36,321
-291
-0.8% -$20.6K 1.36% 13
2024
Q1 		$2.34M Buy
36,612
+1,312
+4% +$76.9K 1.23% 17
2023
Q4 		$2.14M Sell
35,300
-1,107
-3% -$63.1K 1.22% 20
2023
Q3 		$2.09M Buy
36,407
+1,540
+4% +$107K 1.24% 20
2023
Q2 		$2.59M Buy
34,867
+328
+0.9% +$24.8K 1.56% 11
2023
Q1 		$2.66M Buy
34,539
+928
+3% +$71.4K 1.67% 10
2022
Q4 		$2.81M Sell
33,611
-7
-0% -$565 1.84% 6
2022
Q3 		$2.64M Buy
33,618
+64
+0.2% +$5.43K 1.95% 5
2022
Q2 		$2.6M Buy
33,554
+706
+2% +$53.7K 1.81% 8
2022
Q1 		$2.78M Buy
32,848
+703
+2% +$56.3K 1.77% 7
2021
Q4 		$3M Buy
32,145
+283
+0.9% +$24.5K 1.92% 5
2021
Q3 		$2.5M Buy
31,862
+106
+0.3% +$8.55K 1.8% 5
2021
Q2 		$2.33M Buy
31,756
+344
+1% +$25.8K 1.66% 9
2021
Q1 		$2.38M Buy
31,412
+228
+0.7% +$17.8K 1.84% 8
2020
Q4 		$2.41M Buy
+31,184
New +$2.33M 2.02% 7

Other funds holding NEE

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Mitchell & Pahl Private Wealth's NEE Position: Q2 2026 in Review

Mitchell & Pahl Private Wealth increased its NextEra Energy (NEE) stake by 1.5% in Q2 2026, buying an estimated $54.9K and bringing the position to 39,829 shares worth $3.5M. The position accounts for 1.28% of the portfolio, ranked #20.

Mitchell & Pahl Private Wealth first reported a position in NEE in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.64M in Q1 2026. 587 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Mitchell & Pahl Private Wealth held 39,829 shares of NextEra Energy worth $3.5M as of Q2 2026.
  • Mitchell & Pahl Private Wealth bought 607 NextEra Energy shares in Q2 2026, an estimated $54.9K.
  • NextEra Energy made up 1.28% of Mitchell & Pahl Private Wealth's portfolio in Q2 2026, its #20 holding.
  • Mitchell & Pahl Private Wealth first reported a position in NextEra Energy in Q4 2020 and has held it in 23 quarters since.
  • Mitchell & Pahl Private Wealth's NextEra Energy position peaked at $3.64M in Q1 2026.
  • 587 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Mitchell & Pahl Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.