Mitsubishi UFJ Morgan Stanley Securities’s NextEra Energy NEE Stock Holding History

Mitsubishi UFJ Morgan Stanley Securities’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	$58.3K	Sell	664 -1,393	-68%	-$126K	0.18%	139
2026 Q1	$191K	Buy	+2,057	New	+$183K	0.47%	67
2024 Q2	–	Sell	-1,494	Closed	-$95.5K	–	24
2024 Q1	$95.5K	Sell	1,494 -5,523	-79%	-$324K	3.42%	8
2023 Q4	$426K	Buy	+7,017	New	+$400K	2.46%	19
2023 Q2	–	Sell	-1,000	Closed	-$77K	–	26
2023 Q1	$77K	Buy	+1,000	New	+$76.9K	2.07%	5
2022 Q1	–	Sell	-2,009	Closed	-$188K	–	187
2021 Q4	$188K	Buy	+2,009	New	+$174K	0.09%	32
2014 Q4	$5K	Hold	200	–	–	0.01%	253
2014 Q3	$5K	Buy	+200	New	+$4.83K	0.01%	227
2013 Q4	–	Sell	-1,520	Closed	-$30K	–	270
2013 Q3	$30K	Buy	+1,520	New	+$31.4K	0.05%	144

Other funds holding NEE

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Mitsubishi UFJ Morgan Stanley Securities's NEE Position: Q2 2026 in Review

Mitsubishi UFJ Morgan Stanley Securities reduced its NextEra Energy (NEE) stake by 68% in Q2 2026, selling an estimated $126K and leaving 664 shares worth $58.3K. The position accounts for 0.18% of the portfolio, ranked #139.

Mitsubishi UFJ Morgan Stanley Securities first reported a position in NEE in Q3 2013 and has held it in 9 quarters since. The position peaked at $426K in Q4 2023. 1,226 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Mitsubishi UFJ Morgan Stanley Securities held 664 shares of NextEra Energy worth $58.3K as of Q2 2026.
Mitsubishi UFJ Morgan Stanley Securities sold 1,393 NextEra Energy shares in Q2 2026, an estimated $126K.
NextEra Energy made up 0.18% of Mitsubishi UFJ Morgan Stanley Securities's portfolio in Q2 2026, its #139 holding.
Mitsubishi UFJ Morgan Stanley Securities first reported a position in NextEra Energy in Q3 2013 and has held it in 9 quarters since.
Mitsubishi UFJ Morgan Stanley Securities's NextEra Energy position peaked at $426K in Q4 2023.
1,226 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Mitsubishi UFJ Morgan Stanley Securities's 13F filing for Q2 2026, filed 15 Jul 2026.