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 Q2	$213K	Sell	2,422 -131	-5%	-$11.8K	0.14%	129
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mosaic Financial Group's NEE Position: Q2 2026 in Review

Mosaic Financial Group reduced its NextEra Energy (NEE) stake by 5.1% in Q2 2026, selling an estimated $11.8K and leaving 2,422 shares worth $213K. The position accounts for 0.14% of the portfolio, ranked #129.

Mosaic Financial Group first reported a position in NEE in Q1 2024 and has held it in 7 quarters since. The position peaked at $295K in Q3 2024. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Mosaic Financial Group held 2,422 shares of NextEra Energy worth $213K as of Q2 2026.
Mosaic Financial Group sold 131 NextEra Energy shares in Q2 2026, an estimated $11.8K.
NextEra Energy made up 0.14% of Mosaic Financial Group's portfolio in Q2 2026, its #129 holding.
Mosaic Financial Group first reported a position in NextEra Energy in Q1 2024 and has held it in 7 quarters since.
Mosaic Financial Group's NextEra Energy position peaked at $295K in Q3 2024.
3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Mosaic Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.