MOKAN Wealth Management’s NextEra Energy NEE Stock Holding History

MOKAN Wealth Management’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	$665K	Buy	7,578 +2,893	+62%	+$262K	0.25%	67
2026 Q1	$435K	Buy	4,685 +32	+0.7%	+$2.85K	0.19%	100
2025 Q4	$373K	Buy	4,653 +141	+3%	+$11.7K	0.17%	72
2025 Q3	$341K	Sell	4,512 -195	-4%	-$14.2K	0.17%	72
2025 Q2	$327K	Sell	4,707 -18	-0.4%	-$1.25K	0.18%	71
2025 Q1	$335K	Sell	4,725 -1,023	-18%	-$72.2K	0.2%	69
2024 Q4	$412K	Buy	+5,748	New	+$447K	0.26%	67

Other funds holding NEE

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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

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

MOKAN Wealth Management's NEE Position: Q2 2026 in Review

MOKAN Wealth Management increased its NextEra Energy (NEE) stake by 62% in Q2 2026, buying an estimated $262K and bringing the position to 7,578 shares worth $665K. The position accounts for 0.25% of the portfolio, ranked #67.

MOKAN Wealth Management first reported a position in NEE in Q4 2024 and has held it in 7 quarters since. 1,471 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

MOKAN Wealth Management held 7,578 shares of NextEra Energy worth $665K as of Q2 2026.
MOKAN Wealth Management bought 2,893 NextEra Energy shares in Q2 2026, an estimated $262K.
NextEra Energy made up 0.25% of MOKAN Wealth Management's portfolio in Q2 2026, its #67 holding.
MOKAN Wealth Management first reported a position in NextEra Energy in Q4 2024 and has held it in 7 quarters since.
1,471 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on MOKAN Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.