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Moseley Investment Management’s NextEra Energy NEE Stock Holding History

Moseley Investment Management’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 		$4.23M Sell
45,495
-164
-0.4% -$14.6K 1.35% 18
2025
Q4 		$3.67M Buy
45,659
+18
+0% +$1.49K 1.13% 19
2025
Q3 		$3.45M Sell
45,641
-639
-1% -$46.7K 1.05% 21
2025
Q2 		$3.21M Sell
46,280
-6,755
-13% -$469K 1.11% 22
2025
Q1 		$3.76M Buy
53,035
+1,445
+3% +$102K 1.47% 18
2024
Q4 		$3.7M Sell
51,590
-5,860
-10% -$455K 1.44% 16
2024
Q3 		$4.86M Buy
57,450
+1,109
+2% +$86.5K 1.94% 14
2024
Q2 		$3.99M Buy
56,341
+5,581
+11% +$396K 1.85% 12
2024
Q1 		$3.24M Buy
50,760
+705
+1% +$41.3K 1.61% 14
2023
Q4 		$3.04M Sell
50,055
-2,272
-4% -$129K 1.69% 14
2023
Q3 		$3M Buy
52,327
+14,419
+38% +$998K 1.79% 12
2023
Q2 		$2.81M Buy
37,908
+923
+2% +$69.9K 1.64% 15
2023
Q1 		$2.85M Buy
36,985
+1,906
+5% +$147K 1.85% 14
2022
Q4 		$2.93M Sell
35,079
-120
-0.3% -$9.69K 2.1% 10
2022
Q3 		$2.76M Sell
35,199
-6,432
-15% -$546K 2.03% 11
2022
Q2 		$3.23M Buy
41,631
+1,960
+5% +$149K 2.25% 8
2022
Q1 		$3.36M Sell
39,671
-355
-0.9% -$28.4K 1.82% 9
2021
Q4 		$3.74M Buy
40,026
+1,660
+4% +$143K 1.7% 9
2021
Q3 		$3.04M Buy
38,366
+1,286
+3% +$104K 1.52% 12
2021
Q2 		$2.72M Buy
37,080
+4,622
+14% +$347K 1.34% 13
2021
Q1 		$2.45M Buy
32,458
+3,020
+10% +$236K 1.36% 12
2020
Q4 		$2.27M Sell
29,438
-70
-0.2% -$5.24K 1.32% 15
2020
Q3 		$2.05M Sell
29,508
-6,116
-17% -$422K 1.46% 12
2020
Q2 		$2.14M Buy
35,624
+4,160
+13% +$249K 1.78% 8
2020
Q1 		$1.89M Buy
31,464
+2,208
+8% +$139K 2.22% 8
2019
Q4 		$1.77M Buy
29,256
+6,944
+31% +$405K 1.74% 13
2019
Q3 		$1.3M Sell
22,312
-928
-4% -$50.2K 1.36% 21
2019
Q2 		$1.19M Buy
23,240
+3,028
+15% +$149K 1.11% 29
2019
Q1 		$977K Buy
+20,212
New +$924K 1.02% 30

Other funds holding NEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Moseley Investment Management's NEE Position: Q1 2026 in Review

Moseley Investment Management reduced its NextEra Energy (NEE) stake by 0.36% in Q1 2026, selling an estimated $14.6K and leaving 45,495 shares worth $4.23M. The position accounts for 1.35% of the portfolio, ranked #18.

Moseley Investment Management first reported a position in NEE in Q1 2019 and has held it in 29 quarters since. The position peaked at $4.86M in Q3 2024. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Moseley Investment Management held 45,495 shares of NextEra Energy worth $4.23M as of Q1 2026.
  • Moseley Investment Management sold 164 NextEra Energy shares in Q1 2026, an estimated $14.6K.
  • NextEra Energy made up 1.35% of Moseley Investment Management's portfolio in Q1 2026, its #18 holding.
  • Moseley Investment Management first reported a position in NextEra Energy in Q1 2019 and has held it in 29 quarters since.
  • Moseley Investment Management's NextEra Energy position peaked at $4.86M in Q3 2024.
  • 3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Moseley Investment Management's 13F filing for Q1 2026, filed 21 Apr 2026.