MWA
NEE icon

Moser Wealth Advisors’s NextEra Energy NEE Stock Holding History

Moser Wealth Advisors’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
2025
Q2 		$83.9K Buy
1,208
+100
+9% +$6.95K 0.04% 94
2025
Q1 		$78.5K Buy
1,108
+858
+343% +$60.6K 0.04% 95
2024
Q4 		$17.9K Buy
250
+150
+150% +$11.7K 0.01% 108
2024
Q3 		$8.45K Hold
100
– – ﹤0.01% 123
2024
Q2 		$7.08K Buy
+100
New +$7.09K ﹤0.01% 128

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Moser Wealth Advisors's NEE Position: Q2 2025 in Review

Moser Wealth Advisors increased its NextEra Energy (NEE) stake by 9% in Q2 2025, buying an estimated $6.95K and bringing the position to 1,208 shares worth $83.9K. The position accounts for 0.04% of the portfolio, ranked #94.

Moser Wealth Advisors first reported a position in NEE in Q2 2024 and has held it in 5 quarters since. 2,702 funds tracked by Wall St. Rank hold NEE as of Q2 2025.

  • Moser Wealth Advisors held 1,208 shares of NextEra Energy worth $83.9K as of Q2 2025.
  • Moser Wealth Advisors bought 100 NextEra Energy shares in Q2 2025, an estimated $6.95K.
  • NextEra Energy made up 0.04% of Moser Wealth Advisors's portfolio in Q2 2025, its #94 holding.
  • Moser Wealth Advisors first reported a position in NextEra Energy in Q2 2024 and has held it in 5 quarters since.
  • 2,702 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2025.

Based on Moser Wealth Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.