Mogy Joel R Investment Counsel’s NextEra Energy NEE Stock Holding History

Mogy Joel R Investment Counsel’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	$2.61M	Hold	29,773	–	–	0.15%	43
2026 Q1	$2.77M	Hold	29,773	–	–	0.17%	43
2025 Q4	$2.39M	Hold	29,773	–	–	0.13%	48
2025 Q3	$2.25M	Hold	29,773	–	–	0.12%	48
2025 Q2	$2.07M	Hold	29,773	–	–	0.12%	49
2025 Q1	$2.11M	Sell	29,773 -1,002	-3%	-$70.7K	0.14%	50
2024 Q4	$2.21M	Sell	30,775 -2,300	-7%	-$179K	0.13%	48
2024 Q3	$2.8M	Sell	33,075 -3,115	-9%	-$243K	0.17%	46
2024 Q2	$2.56M	Sell	36,190 -5,320	-13%	-$377K	0.16%	46
2024 Q1	$2.65M	Sell	41,510 -41,510	-50%	-$2.43M	0.18%	49
2023 Q4	$5.04M	Buy	83,020 +3,310	+4%	+$189K	0.38%	40
2023 Q3	$4.57M	Sell	79,710 -5,120	-6%	-$354K	0.38%	40
2023 Q2	$6.29M	Buy	84,830 +1,190	+1%	+$90.1K	0.5%	37
2023 Q1	$6.45M	Buy	83,640 +740	+0.9%	+$56.9K	0.57%	37
2022 Q4	$6.93M	Buy	82,900 +995	+1%	+$80.4K	0.69%	35
2022 Q3	$6.42M	Buy	81,905 +1,350	+2%	+$115K	0.67%	35
2022 Q2	$6.24M	Buy	80,555 +1,975	+3%	+$150K	0.62%	36
2022 Q1	$6.66M	Buy	78,580 +380	+0.5%	+$30.5K	0.53%	37
2021 Q4	$7.3M	Buy	78,200 +2,500	+3%	+$216K	0.52%	37
2021 Q3	$5.94M	Buy	75,700 +4,250	+6%	+$343K	0.49%	38
2021 Q2	$5.24M	Buy	71,450 +14,375	+25%	+$1.08M	0.44%	39
2021 Q1	$4.32M	Buy	57,075 +4,475	+9%	+$349K	0.41%	40
2020 Q4	$4.06M	Hold	52,600	–	–	0.4%	41
2020 Q3	$3.65M	Sell	52,600 -1,200	-2%	-$82.8K	0.39%	42
2020 Q2	$3.23M	Sell	53,800 -2,200	-4%	-$132K	0.39%	42
2020 Q1	$3.37M	Sell	56,000 -400	-0.7%	-$25.1K	0.48%	42
2019 Q4	$3.41M	Sell	56,400 -900	-2%	-$52.5K	0.41%	43
2019 Q3	$3.34M	Sell	57,300 -400	-0.7%	-$21.6K	0.42%	43
2019 Q2	$2.96M	Hold	57,700	–	–	0.38%	44
2019 Q1	$2.79M	Hold	57,700	–	–	0.38%	45
2018 Q4	$2.51M	Sell	57,700 -4,300	-7%	-$188K	0.39%	47
2018 Q3	$2.6M	Sell	62,000 -920	-1%	-$39.2K	0.35%	49
2018 Q2	$2.63M	Sell	62,920 -180	-0.3%	-$7.27K	0.39%	47
2018 Q1	$2.58M	Sell	63,100 -1,900	-3%	-$73.3K	0.4%	49
2017 Q4	$2.54M	Sell	65,000 -400	-0.6%	-$15.4K	0.4%	50
2017 Q3	$2.4M	Hold	65,400	–	–	0.4%	52
2017 Q2	$2.29M	Hold	65,400	–	–	0.39%	52
2017 Q1	$2.1M	Sell	65,400 -2,000	-3%	-$62.9K	0.36%	55
2016 Q4	$2.01M	Sell	67,400 -352	-0.5%	-$10.5K	0.37%	57
2016 Q3	$2.07M	Sell	67,752 -2,712	-4%	-$85.4K	0.38%	58
2016 Q2	$2.3M	Hold	70,464	–	–	0.43%	59
2016 Q1	$2.08M	Buy	70,464 +63,300	+884%	+$1.78M	0.39%	59
2015 Q4	$1.86K	Sell	7,164 -64,500	-90%	-$1.63M	0.35%	63
2015 Q3	$1.75M	Hold	71,664	–	–	0.35%	59
2015 Q2	$1.76M	Hold	71,664	–	–	0.33%	62
2015 Q1	$1.86M	Sell	71,664 -1,200	-2%	-$31.7K	0.35%	64
2014 Q4	$1.94M	Sell	72,864 -400	-0.5%	-$10.1K	0.37%	62
2014 Q3	$1.72M	Hold	73,264	–	–	0.35%	63
2014 Q2	$1.88M	Sell	73,264 -120	-0.2%	-$2.92K	0.38%	63
2014 Q1	$1.75M	Sell	73,384 -180	-0.2%	-$4.08K	0.37%	62
2013 Q4	$1.57M	Sell	73,564 -1,200	-2%	-$25.3K	0.33%	66
2013 Q3	$1.5M	Sell	74,764 -2,400	-3%	-$49.5K	0.34%	65
2013 Q2	$1.57M	Buy	+77,164	New	+$1.53M	0.38%	60

Other funds holding NEE

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Mogy Joel R Investment Counsel's NEE Position: Q2 2026 in Review

Mogy Joel R Investment Counsel held its NextEra Energy (NEE) position steady in Q2 2026 at 29,773 shares worth $2.61M. The position accounts for 0.15% of the portfolio, ranked #43.

Mogy Joel R Investment Counsel first reported a position in NEE in Q2 2013 and has held it in 53 quarters since. The position peaked at $7.3M in Q4 2021. 1,515 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Mogy Joel R Investment Counsel held 29,773 shares of NextEra Energy worth $2.61M as of Q2 2026.
Mogy Joel R Investment Counsel left its NextEra Energy share count unchanged in Q2 2026.
NextEra Energy made up 0.15% of Mogy Joel R Investment Counsel's portfolio in Q2 2026, its #43 holding.
Mogy Joel R Investment Counsel first reported a position in NextEra Energy in Q2 2013 and has held it in 53 quarters since.
Mogy Joel R Investment Counsel's NextEra Energy position peaked at $7.3M in Q4 2021.
1,515 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Mogy Joel R Investment Counsel's 13F filing for Q2 2026, filed 14 Jul 2026.