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Moran Wealth Management’s NextEra Energy NEE Stock Holding History

Moran 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 		$1.47M Buy
+16,727
New +$1.51M 0.04% 360
2023
Q3 		– Sell
-62,121
Closed -$4.61M – 402
2023
Q2 		$4.61M Sell
62,121
-19,121
-24% -$1.45M 0.17% 164
2023
Q1 		$6.26M Sell
81,242
-8,780
-10% -$675K 0.24% 135
2022
Q4 		$7.53M Buy
+90,022
New +$7.27M 0.29% 114

Other funds holding NEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Moran Wealth Management opened a new position in NextEra Energy (NEE) in Q2 2026: 16,727 shares worth $1.47M. The stake represents 0.04% of the portfolio and ranks #360 among its holdings. This is a return to the name: Moran Wealth Management previously reported a position in NEE as recently as Q2 2023.

Moran Wealth Management first reported a position in NEE in Q4 2022 and has held it in 4 quarters since. The position peaked at $7.53M in Q4 2022. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Moran Wealth Management held 16,727 shares of NextEra Energy worth $1.47M as of Q2 2026.
  • NextEra Energy was a new Moran Wealth Management position in Q2 2026.
  • NextEra Energy made up 0.04% of Moran Wealth Management's portfolio in Q2 2026, its #360 holding.
  • Moran Wealth Management first reported a position in NextEra Energy in Q4 2022 and has held it in 4 quarters since.
  • Moran Wealth Management's NextEra Energy position peaked at $7.53M in Q4 2022.
  • 3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.