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Mosaic Family Wealth Partners’s NextEra Energy NEE Stock Holding History

Mosaic Family 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 		$2.26M Buy
25,742
+1,727
+7% +$156K 0.15% 107
2026
Q1 		$2.23M Buy
24,015
+4,543
+23% +$404K 0.23% 61
2025
Q4 		$1.56M Sell
19,472
-9
-0% -$745 0.17% 73
2025
Q3 		$1.48M Buy
19,481
+37
+0.2% +$2.7K 0.17% 62
2025
Q2 		$1.35M Sell
19,444
-52
-0.3% -$3.61K 0.17% 63
2025
Q1 		$1.38M Buy
19,496
+279
+1% +$19.7K 0.2% 56
2024
Q4 		$1.38M Buy
19,217
+31
+0.2% +$2.41K 0.2% 55
2024
Q3 		$1.62M Buy
19,186
+10
+0.1% +$780 0.24% 46
2024
Q2 		$1.36M Sell
19,176
-2,768
-13% -$196K 0.22% 56
2024
Q1 		$1.4M Sell
21,944
-1,397
-6% -$81.8K 0.23% 53
2023
Q4 		$1.42M Buy
23,341
+1,322
+6% +$75.3K 0.24% 46
2023
Q3 		$1.26M Buy
22,019
+11
+0% +$762 0.25% 46
2023
Q2 		$1.63M Buy
22,008
+14
+0.1% +$1.06K 0.32% 40
2023
Q1 		$1.7M Sell
21,994
-249
-1% -$19.1K 0.35% 38
2022
Q4 		$1.86M Buy
+22,243
New +$1.8M 0.52% 33

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

Mosaic Family Wealth Partners's NEE Position: Q2 2026 in Review

Mosaic Family Wealth Partners increased its NextEra Energy (NEE) stake by 7.2% in Q2 2026, buying an estimated $156K and bringing the position to 25,742 shares worth $2.26M. The position accounts for 0.15% of the portfolio, ranked #107.

Mosaic Family Wealth Partners first reported a position in NEE in Q4 2022 and has held it in 15 quarters since. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Mosaic Family Wealth Partners held 25,742 shares of NextEra Energy worth $2.26M as of Q2 2026.
  • Mosaic Family Wealth Partners bought 1,727 NextEra Energy shares in Q2 2026, an estimated $156K.
  • NextEra Energy made up 0.15% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #107 holding.
  • Mosaic Family Wealth Partners first reported a position in NextEra Energy in Q4 2022 and has held it in 15 quarters since.
  • 3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.