Mosaic Financial Group’s NextEra Energy NEE Stock Holding History

Mosaic Financial Group’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	$237K	Sell	2,553 -59	-2%	-$5.25K	0.17%	114
2025 Q4	$210K	Buy	+2,612	New	+$216K	0.14%	122
2025 Q1	–	Sell	-3,074	Closed	-$220K	–	125
2024 Q4	$220K	Sell	3,074 -421	-12%	-$32.7K	0.16%	111
2024 Q3	$295K	Sell	3,495 -196	-5%	-$15.3K	0.21%	88
2024 Q2	$261K	Buy	3,691 +70	+2%	+$4.97K	0.19%	98
2024 Q1	$231K	Buy	+3,621	New	+$212K	0.19%	107

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 Financial Group's NEE Position: Q1 2026 in Review

Mosaic Financial Group reduced its NextEra Energy (NEE) stake by 2.3% in Q1 2026, selling an estimated $5.25K and leaving 2,553 shares worth $237K. The position accounts for 0.17% of the portfolio, ranked #114.

Mosaic Financial Group first reported a position in NEE in Q1 2024 and has held it in 6 quarters since. The position peaked at $295K in Q3 2024. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Mosaic Financial Group held 2,553 shares of NextEra Energy worth $237K as of Q1 2026.
Mosaic Financial Group sold 59 NextEra Energy shares in Q1 2026, an estimated $5.25K.
NextEra Energy made up 0.17% of Mosaic Financial Group's portfolio in Q1 2026, its #114 holding.
Mosaic Financial Group first reported a position in NextEra Energy in Q1 2024 and has held it in 6 quarters since.
Mosaic Financial Group's NextEra Energy position peaked at $295K in Q3 2024.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Mosaic Financial Group's 13F filing for Q1 2026, filed 8 May 2026.