MCC
NEE icon

Money Concepts Capital’s NextEra Energy NEE Stock Holding History

Money Concepts Capital’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
Q1 		$2.1M Buy
22,596
+2,218
+11% +$197K 0.12% 181
2025
Q4 		$1.64M Buy
20,378
+3,308
+19% +$274K 0.09% 202
2025
Q3 		$1.29M Buy
17,070
+812
+5% +$59.3K 0.08% 225
2025
Q2 		$1.13M Buy
16,258
+1,507
+10% +$105K 0.08% 227
2025
Q1 		$1.05M Buy
14,751
+789
+6% +$55.7K 0.08% 215
2024
Q4 		$1M Buy
13,962
+419
+3% +$32.5K 0.07% 208
2024
Q3 		$1.14M Buy
13,543
+788
+6% +$61.5K 0.09% 195
2024
Q2 		$903K Buy
12,755
+786
+7% +$55.8K 0.08% 217
2024
Q1 		$765K Buy
11,969
+496
+4% +$29.1K 0.07% 235
2023
Q4 		$697K Buy
11,473
+295
+3% +$16.8K 0.06% 234
2023
Q3 		$640K Sell
11,178
-916
-8% -$63.4K 0.07% 229
2023
Q2 		$897K Sell
12,094
-28,906
-71% -$2.19M 0.09% 209
2023
Q1 		$3.18M Sell
41,000
-10,016
-20% -$770K 0.18% 109
2022
Q4 		$4.26M Buy
51,016
+14,831
+41% +$1.2M 0.19% 101
2022
Q3 		$2.84M Buy
36,185
+25,808
+249% +$2.19M 0.17% 119
2022
Q2 		$836K Sell
10,377
-7,922
-43% -$603K 0.07% 214
2022
Q1 		$1.55M Buy
18,299
+8,692
+90% +$697K 0.09% 232
2021
Q4 		$897K Buy
+9,607
New +$830K 0.08% 220
2021
Q1 		$610K Buy
8,072
+643
+9% +$50.2K 0.05% 283
2020
Q4 		$573K Buy
+7,429
New +$556K 0.05% 263

Other funds holding NEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Money Concepts Capital's NEE Position: Q1 2026 in Review

Money Concepts Capital increased its NextEra Energy (NEE) stake by 11% in Q1 2026, buying an estimated $197K and bringing the position to 22,596 shares worth $2.1M. The position accounts for 0.12% of the portfolio, ranked #181.

Money Concepts Capital first reported a position in NEE in Q4 2020 and has held it in 20 quarters since. The position peaked at $4.26M in Q4 2022. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Money Concepts Capital held 22,596 shares of NextEra Energy worth $2.1M as of Q1 2026.
  • Money Concepts Capital bought 2,218 NextEra Energy shares in Q1 2026, an estimated $197K.
  • NextEra Energy made up 0.12% of Money Concepts Capital's portfolio in Q1 2026, its #181 holding.
  • Money Concepts Capital first reported a position in NextEra Energy in Q4 2020 and has held it in 20 quarters since.
  • Money Concepts Capital's NextEra Energy position peaked at $4.26M in Q4 2022.
  • 3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Money Concepts Capital's 13F filing for Q1 2026, filed 30 Apr 2026.