MOTCO’s NextEra Energy NEE Stock Holding History

MOTCO’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	$11.3M	Sell	121,674 -441	-0.4%	-$39.2K	1.05%	33
2025 Q4	$9.8M	Sell	122,115 -1,287	-1%	-$107K	0.89%	43
2025 Q3	$9.32M	Buy	123,402 +2,073	+2%	+$151K	0.85%	45
2025 Q2	$8.62M	Buy	121,329 +6,346	+6%	+$441K	0.83%	49
2025 Q1	$8.15M	Buy	114,983 +4,498	+4%	+$317K	0.86%	53
2024 Q4	$7.92M	Sell	110,485 -967	-0.9%	-$75.1K	0.81%	51
2024 Q3	$9.42M	Sell	111,452 -7,297	-6%	-$569K	0.94%	46
2024 Q2	$8.41M	Buy	118,749 +1,102	+0.9%	+$78.2K	0.5%	70
2024 Q1	$7.52M	Buy	117,647 +13,995	+14%	+$820K	0.45%	73
2023 Q4	$6.3M	Buy	103,652 +3,231	+3%	+$184K	0.4%	78
2023 Q3	$5.75M	Buy	100,421 +2,366	+2%	+$164K	0.39%	91
2023 Q2	$7.28M	Buy	98,055 +2,689	+3%	+$204K	0.48%	73
2023 Q1	$7.35M	Buy	95,366 +1,030	+1%	+$79.2K	0.5%	72
2022 Q4	$7.89M	Sell	94,336 -943	-1%	-$76.2K	0.59%	62
2022 Q3	$7.47M	Buy	95,279 +1,951	+2%	+$166K	0.59%	46
2022 Q2	$7.23M	Buy	93,328 +1,143	+1%	+$87K	0.54%	52
2022 Q1	$7.81M	Buy	92,185 +3,189	+4%	+$256K	0.51%	68
2021 Q4	$8.31M	Sell	88,996 -522	-0.6%	-$45.1K	0.51%	63
2021 Q3	$7.03M	Buy	89,518 +4,171	+5%	+$336K	0.46%	84
2021 Q2	$6.25M	Buy	85,347 +3,981	+5%	+$299K	0.41%	99
2021 Q1	$6.15M	Buy	81,366 +2,324	+3%	+$181K	0.43%	84
2020 Q4	$6.1M	Buy	79,042 +1,338	+2%	+$100K	0.45%	80
2020 Q3	$5.39M	Buy	77,704 +71,332	+1,119%	+$4.92M	0.43%	86
2020 Q2	$383K	Buy	6,372 +1,040	+20%	+$62.2K	0.03%	162
2020 Q1	$321K	Buy	5,332 +328	+7%	+$20.6K	0.03%	175
2019 Q4	$303K	Buy	5,004 +480	+11%	+$28K	0.03%	183
2019 Q3	$264K	Sell	4,524 -1,408	-24%	-$76.2K	0.02%	193
2019 Q2	$304K	Buy	5,932 +1,408	+31%	+$69.3K	0.03%	193
2019 Q1	$219K	Sell	4,524 -60	-1%	-$2.74K	0.02%	204
2018 Q4	$199K	Sell	4,584 -324	-7%	-$14.2K	0.02%	203
2018 Q3	$206K	Buy	4,908 +384	+8%	+$16.3K	0.02%	207
2018 Q2	$189K	Hold	4,524	–	–	0.02%	202
2018 Q1	$185K	Buy	4,524 +780	+21%	+$30.1K	0.02%	204
2017 Q4	$146K	Hold	3,744	–	–	0.01%	211
2017 Q3	$137K	Sell	3,744 -104,944	-97%	-$3.84M	0.01%	221
2017 Q2	$3.81M	Sell	108,688 -4,384	-4%	-$150K	0.4%	84
2017 Q1	$3.63M	Sell	113,072 -6,556	-5%	-$206K	0.39%	87
2016 Q4	$3.57M	Sell	119,628 -1,412	-1%	-$42.2K	0.4%	88
2016 Q3	$3.7M	Sell	121,040 -2,160	-2%	-$68K	0.41%	81
2016 Q2	$4.02M	Sell	123,200 -13,804	-10%	-$414K	0.45%	75
2016 Q1	$4.05M	Buy	137,004 +3,664	+3%	+$103K	0.46%	73
2015 Q4	$3.46M	Sell	133,340 -7,372	-5%	-$187K	0.41%	84
2015 Q3	$3.43M	Buy	140,712 +6,788	+5%	+$173K	0.42%	79
2015 Q2	$3.28M	Sell	133,924 -15,292	-10%	-$389K	0.37%	86
2015 Q1	$3.88M	Sell	149,216 -3,412	-2%	-$90K	0.43%	74
2014 Q4	$4.06M	Sell	152,628 -12,480	-8%	-$315K	0.43%	77
2014 Q3	$3.88M	Buy	165,108 +5,096	+3%	+$123K	0.41%	87
2014 Q2	$4.1M	Buy	160,012 +5,988	+4%	+$146K	0.45%	80
2014 Q1	$3.68M	Sell	154,024 -6,940	-4%	-$157K	0.42%	82
2013 Q4	$3.44M	Buy	160,964 +1,700	+1%	+$35.8K	0.4%	83
2013 Q3	$3.19M	Buy	159,264 +5,032	+3%	+$104K	0.39%	87
2013 Q2	$3.14M	Buy	+154,232	New	+$3.06M	0.4%	80

Other funds holding NEE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MOTCO's NEE Position: Q1 2026 in Review

MOTCO reduced its NextEra Energy (NEE) stake by 0.36% in Q1 2026, selling an estimated $39.2K and leaving 121,674 shares worth $11.3M. The position accounts for 1.05% of the portfolio, ranked #33.

MOTCO first reported a position in NEE in Q2 2013 and has held it in 52 quarters since. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

MOTCO held 121,674 shares of NextEra Energy worth $11.3M as of Q1 2026.
MOTCO sold 441 NextEra Energy shares in Q1 2026, an estimated $39.2K.
NextEra Energy made up 1.05% of MOTCO's portfolio in Q1 2026, its #33 holding.
MOTCO first reported a position in NextEra Energy in Q2 2013 and has held it in 52 quarters since.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on MOTCO's 13F filing for Q1 2026, filed 22 Apr 2026.