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Morton Brown Family Wealth’s NextEra Energy NEE Stock Holding History

Morton Brown Family Wealth’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 		$92.7K Buy
1,056
+21
+2% +$1.9K 0.02% 98
2026
Q1 		$96.1K Hold
1,035
– – 0.03% 88
2025
Q4 		$83.1K Buy
1,035
+19
+2% +$1.57K 0.02% 92
2025
Q3 		$76.7K Hold
1,016
– – 0.02% 96
2025
Q2 		$70.5K Hold
1,016
– – 0.02% 92
2025
Q1 		$72K Hold
1,016
– – 0.02% 90
2024
Q4 		$72.8K Hold
1,016
– – 0.03% 94
2024
Q3 		$85.9K Hold
1,016
– – 0.03% 79
2024
Q2 		$72.8K Hold
1,016
– – 0.03% 80
2024
Q1 		$64.9K Sell
1,016
-22
-2% -$1.29K 0.03% 80
2023
Q4 		$63K Buy
1,038
+22
+2% +$1.25K 0.03% 89
2023
Q3 		$58.2K Hold
1,016
– – 0.03% 74
2023
Q2 		$75.4K Hold
1,016
– – 0.04% 66
2023
Q1 		$78.3K Hold
1,016
– – 0.05% 67
2022
Q4 		$84.9K Sell
1,016
-170
-14% -$13.7K 0.06% 65
2022
Q3 		$93K Hold
1,186
– – 0.07% 56
2022
Q2 		$92K Buy
1,186
+170
+17% +$12.9K 0.07% 55
2022
Q1 		$86K Hold
1,016
– – 0.07% 57
2021
Q4 		$95K Buy
+1,016
New +$87.8K 0.07% 59

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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Morton Brown Family Wealth's NEE Position: Q2 2026 in Review

Morton Brown Family Wealth increased its NextEra Energy (NEE) stake by 2% in Q2 2026, buying an estimated $1.9K and bringing the position to 1,056 shares worth $92.7K. The position accounts for 0.02% of the portfolio, ranked #98.

Morton Brown Family Wealth first reported a position in NEE in Q4 2021 and has held it in 19 quarters since. The position peaked at $96.1K in Q1 2026. 1,177 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Morton Brown Family Wealth held 1,056 shares of NextEra Energy worth $92.7K as of Q2 2026.
  • Morton Brown Family Wealth bought 21 NextEra Energy shares in Q2 2026, an estimated $1.9K.
  • NextEra Energy made up 0.02% of Morton Brown Family Wealth's portfolio in Q2 2026, its #98 holding.
  • Morton Brown Family Wealth first reported a position in NextEra Energy in Q4 2021 and has held it in 19 quarters since.
  • Morton Brown Family Wealth's NextEra Energy position peaked at $96.1K in Q1 2026.
  • 1,177 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.