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 Q3	$246K	Sell	3,250 -43	-1%	-$3.64K	0.16%	29
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

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

QPBE

Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

AIM

Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

MJT & Associates Financial Advisory's NEE Position: Q3 2026 in Review

MJT & Associates Financial Advisory reduced its NextEra Energy (NEE) stake by 1.3% in Q3 2026, selling an estimated $3.64K and leaving 3,250 shares worth $246K. The position accounts for 0.16% of the portfolio, ranked #29.

MJT & Associates Financial Advisory first reported a position in NEE in Q1 2025 and has held it in 7 quarters since. The position peaked at $605K in Q4 2025. 155 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

MJT & Associates Financial Advisory held 3,250 shares of NextEra Energy worth $246K as of Q3 2026.
MJT & Associates Financial Advisory sold 43 NextEra Energy shares in Q3 2026, an estimated $3.64K.
NextEra Energy made up 0.16% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #29 holding.
MJT & Associates Financial Advisory first reported a position in NextEra Energy in Q1 2025 and has held it in 7 quarters since.
MJT & Associates Financial Advisory's NextEra Energy position peaked at $605K in Q4 2025.
155 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.