Moss Adams Wealth Advisors’s NextEra Energy NEE Stock Holding History

Moss Adams 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
2026 Q2	$1.07M	Buy	12,154 +3,060	+34%	+$277K	0.07%	89
2026 Q1	$845K	Buy	9,094 +642	+8%	+$57.1K	0.06%	99
2025 Q4	$679K	Buy	8,452 +229	+3%	+$19K	0.05%	107
2025 Q3	$621K	Buy	8,223 +119	+1%	+$8.7K	0.05%	115
2025 Q2	$563K	Buy	8,104 +1,648	+26%	+$114K	0.05%	121
2025 Q1	$458K	Buy	6,456 +1,487	+30%	+$105K	0.05%	117
2024 Q4	$356K	Buy	4,969 +128	+3%	+$9.94K	0.04%	132
2024 Q3	$409K	Buy	4,841 +343	+8%	+$26.8K	0.04%	112
2024 Q2	$319K	Buy	+4,498	New	+$319K	0.04%	113

Other funds holding NEE

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

Moss Adams Wealth Advisors's NEE Position: Q2 2026 in Review

Moss Adams Wealth Advisors increased its NextEra Energy (NEE) stake by 34% in Q2 2026, buying an estimated $277K and bringing the position to 12,154 shares worth $1.07M. The position accounts for 0.07% of the portfolio, ranked #89.

Moss Adams Wealth Advisors first reported a position in NEE in Q2 2024 and has held it in 9 quarters since. 1,360 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Moss Adams Wealth Advisors held 12,154 shares of NextEra Energy worth $1.07M as of Q2 2026.
Moss Adams Wealth Advisors bought 3,060 NextEra Energy shares in Q2 2026, an estimated $277K.
NextEra Energy made up 0.07% of Moss Adams Wealth Advisors's portfolio in Q2 2026, its #89 holding.
Moss Adams Wealth Advisors first reported a position in NextEra Energy in Q2 2024 and has held it in 9 quarters since.
1,360 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.