Morey & Quinn Wealth Partners’s NextEra Energy NEE Stock Holding History

Morey & Quinn Wealth Partners’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	$432K	Buy	4,919 +152	+3%	+$13.7K	0.28%	89
2026 Q1	$443K	Buy	4,767 +61	+1%	+$5.42K	0.31%	80
2025 Q4	$378K	Hold	4,706	–	–	0.27%	89
2025 Q3	$355K	Hold	4,706	–	–	0.26%	91
2025 Q2	$327K	Hold	4,706	–	–	0.26%	90
2025 Q1	$334K	Buy	4,706 +39	+0.8%	+$2.75K	0.28%	86
2024 Q4	$335K	Buy	+4,667	New	+$363K	0.28%	87

Other funds holding NEE

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

Morey & Quinn Wealth Partners's NEE Position: Q2 2026 in Review

Morey & Quinn Wealth Partners increased its NextEra Energy (NEE) stake by 3.2% in Q2 2026, buying an estimated $13.7K and bringing the position to 4,919 shares worth $432K. The position accounts for 0.28% of the portfolio, ranked #89.

Morey & Quinn Wealth Partners first reported a position in NEE in Q4 2024 and has held it in 7 quarters since. The position peaked at $443K in Q1 2026. 1,279 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Morey & Quinn Wealth Partners held 4,919 shares of NextEra Energy worth $432K as of Q2 2026.
Morey & Quinn Wealth Partners bought 152 NextEra Energy shares in Q2 2026, an estimated $13.7K.
NextEra Energy made up 0.28% of Morey & Quinn Wealth Partners's portfolio in Q2 2026, its #89 holding.
Morey & Quinn Wealth Partners first reported a position in NextEra Energy in Q4 2024 and has held it in 7 quarters since.
Morey & Quinn Wealth Partners's NextEra Energy position peaked at $443K in Q1 2026.
1,279 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Morey & Quinn Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.