MJT & Associates Financial Advisory’s NextEra Energy NEE Stock Holding History

MJT & Associates Financial Advisory’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	$289K	Sell	3,293 -67	-2%	-$6.06K	0.19%	36
2026 Q1	$312K	Sell	3,360 -4,181	-55%	-$372K	0.23%	30
2025 Q4	$605K	Sell	7,541 -129	-2%	-$10.7K	0.45%	21
2025 Q3	$579K	Hold	7,670	–	–	0.47%	20
2025 Q2	$532K	Hold	7,670	–	–	0.66%	18
2025 Q1	$544K	Buy	+7,670	New	+$541K	0.52%	22

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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 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

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

MJT & Associates Financial Advisory's NEE Position: Q2 2026 in Review

MJT & Associates Financial Advisory reduced its NextEra Energy (NEE) stake by 2% in Q2 2026, selling an estimated $6.06K and leaving 3,293 shares worth $289K. The position accounts for 0.19% of the portfolio, ranked #36.

MJT & Associates Financial Advisory first reported a position in NEE in Q1 2025 and has held it in 6 quarters since. The position peaked at $605K in Q4 2025. 854 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

MJT & Associates Financial Advisory held 3,293 shares of NextEra Energy worth $289K as of Q2 2026.
MJT & Associates Financial Advisory sold 67 NextEra Energy shares in Q2 2026, an estimated $6.06K.
NextEra Energy made up 0.19% of MJT & Associates Financial Advisory's portfolio in Q2 2026, its #36 holding.
MJT & Associates Financial Advisory first reported a position in NextEra Energy in Q1 2025 and has held it in 6 quarters since.
MJT & Associates Financial Advisory's NextEra Energy position peaked at $605K in Q4 2025.
854 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.