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Moisand Fitzgerald Tamayo’s NextEra Energy NEE Stock Holding History

Moisand Fitzgerald Tamayo’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 		$426K Buy
4,850
+142
+3% +$12.8K 0.04% 88
2026
Q1 		$437K Hold
4,708
– – 0.05% 83
2025
Q4 		$378K Sell
4,708
-11
-0.2% -$911 0.04% 88
2025
Q3 		$356K Hold
4,719
– – 0.04% 93
2025
Q2 		$328K Hold
4,719
– – 0.04% 92
2025
Q1 		$335K Sell
4,719
-21
-0.4% -$1.48K 0.05% 88
2024
Q4 		$340K Hold
4,740
– – 0.05% 87
2024
Q3 		$401K Sell
4,740
-16
-0.3% -$1.25K 0.06% 79
2024
Q2 		$337K Sell
4,756
-16
-0.3% -$1.14K 0.05% 82
2024
Q1 		$305K Sell
4,772
-109
-2% -$6.39K 0.05% 87
2023
Q4 		$296K Sell
4,881
-5,226
-52% -$298K 0.05% 85
2023
Q3 		$579K Sell
10,107
-18
-0.2% -$1.25K 0.12% 61
2023
Q2 		$751K Hold
10,125
– – 0.15% 58
2023
Q1 		$780K Sell
10,125
-1,077
-10% -$82.8K 0.17% 57
2022
Q4 		$936K Buy
11,202
+240
+2% +$19.4K 0.21% 50
2022
Q3 		$860K Buy
10,962
+133
+1% +$11.3K 0.24% 48
2022
Q2 		$839K Buy
10,829
+10,072
+1,331% +$767K 0.23% 52
2022
Q1 		$64K Sell
757
-9,298
-92% -$745K 0.03% 96
2021
Q4 		$939K Buy
10,055
+4
+0% +$346 0.26% 53
2021
Q3 		$789K Hold
10,051
– – 0.27% 54
2021
Q2 		$737K Hold
10,051
– – 0.27% 52
2021
Q1 		$760K Sell
10,051
-42
-0.4% -$3.28K 0.33% 46
2020
Q4 		$779K Sell
10,093
-91
-0.9% -$6.81K 0.35% 46
2020
Q3 		$707K Hold
10,184
– – 0.37% 43
2020
Q2 		$611K Sell
10,184
-48
-0.5% -$2.87K 0.34% 48
2020
Q1 		$616K Sell
10,232
-140
-1% -$8.8K 0.4% 38
2019
Q4 		$628K Hold
10,372
– – 0.32% 48
2019
Q3 		$604K Sell
10,372
-524
-5% -$28.4K 0.33% 45
2019
Q2 		$558K Hold
10,896
– – 0.3% 50
2019
Q1 		$527K Sell
10,896
-72
-0.7% -$3.29K 0.29% 51
2018
Q4 		$477K Hold
10,968
– – 0.3% 51
2018
Q3 		$460K Sell
10,968
-712
-6% -$30.3K 0.26% 52
2018
Q2 		$488K Hold
11,680
– – 0.28% 51
2018
Q1 		$477K Sell
11,680
-188
-2% -$7.25K 0.28% 51
2017
Q4 		$463K Sell
11,868
-1,260
-10% -$48.6K 0.27% 44
2017
Q3 		$481K Buy
13,128
+188
+1% +$6.89K 0.29% 40
2017
Q2 		$453K Hold
12,940
– – 0.31% 41
2017
Q1 		$415K Sell
12,940
-684
-5% -$21.5K 0.29% 40
2016
Q4 		$407K Sell
13,624
-2,196
-14% -$65.6K 0.3% 42
2016
Q3 		$484K Sell
15,820
-128
-0.8% -$4.03K 0.37% 39
2016
Q2 		$520K Sell
15,948
-336
-2% -$10.1K 0.42% 36
2016
Q1 		$482K Hold
16,284
– – 0.39% 38
2015
Q4 		$423K Buy
+16,284
New +$412K 0.36% 39

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
Robeco Institutional Asset Management
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
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

Moisand Fitzgerald Tamayo's NEE Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo increased its NextEra Energy (NEE) stake by 3% in Q2 2026, buying an estimated $12.8K and bringing the position to 4,850 shares worth $426K. The position accounts for 0.04% of the portfolio, ranked #88.

Moisand Fitzgerald Tamayo first reported a position in NEE in Q4 2015 and has held it in 43 quarters since. The position peaked at $939K in Q4 2021. 786 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Moisand Fitzgerald Tamayo held 4,850 shares of NextEra Energy worth $426K as of Q2 2026.
  • Moisand Fitzgerald Tamayo bought 142 NextEra Energy shares in Q2 2026, an estimated $12.8K.
  • NextEra Energy made up 0.04% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #88 holding.
  • Moisand Fitzgerald Tamayo first reported a position in NextEra Energy in Q4 2015 and has held it in 43 quarters since.
  • Moisand Fitzgerald Tamayo's NextEra Energy position peaked at $939K in Q4 2021.
  • 786 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.