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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mosaic Family Wealth Partners's NEE Position: Q1 2026 in Review

Mosaic Family Wealth Partners increased its NextEra Energy (NEE) stake by 23% in Q1 2026, buying an estimated $404K and bringing the position to 24,015 shares worth $2.23M. The position accounts for 0.23% of the portfolio, ranked #61.

Mosaic Family Wealth Partners first reported a position in NEE in Q4 2022 and has held it in 14 quarters since. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Mosaic Family Wealth Partners held 24,015 shares of NextEra Energy worth $2.23M as of Q1 2026.
Mosaic Family Wealth Partners bought 4,543 NextEra Energy shares in Q1 2026, an estimated $404K.
NextEra Energy made up 0.23% of Mosaic Family Wealth Partners's portfolio in Q1 2026, its #61 holding.
Mosaic Family Wealth Partners first reported a position in NextEra Energy in Q4 2022 and has held it in 14 quarters since.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.