Mosley Wealth Management
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Mosley Wealth Management’s NextEra Energy NEE Stock Holding History

Mosley Wealth 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
Q3 		$2.29K Buy
29
+8
+38% +$677 ﹤0.01% 487
2026
Q2 		$1.84K Sell
21
-121
-85% -$10.9K ﹤0.01% 502
2026
Q1 		$10.7K Buy
+142
New +$12.6K ﹤0.01% 292

Other funds holding NEE

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Mosley Wealth Management's NEE Position: Q3 2026 in Review

Mosley Wealth Management increased its NextEra Energy (NEE) stake by 38% in Q3 2026, buying an estimated $677 and bringing the position to 29 shares worth $2.29K. The position accounts for ﹤0.01% of the portfolio, ranked #487.

Mosley Wealth Management first reported a position in NEE in Q1 2026 and has held it in 3 quarters since. The position peaked at $10.7K in Q1 2026. 2,004 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

  • Mosley Wealth Management held 29 shares of NextEra Energy worth $2.29K as of Q3 2026.
  • Mosley Wealth Management bought 8 NextEra Energy shares in Q3 2026, an estimated $677.
  • NextEra Energy made up ﹤0.01% of Mosley Wealth Management's portfolio in Q3 2026, its #487 holding.
  • Mosley Wealth Management first reported a position in NextEra Energy in Q1 2026 and has held it in 3 quarters since.
  • Mosley Wealth Management's NextEra Energy position peaked at $10.7K in Q1 2026.
  • 2,004 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Mosley Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.