Mowery & Schoenfeld Wealth Management’s NextEra Energy NEE Stock Holding History

Mowery & Schoenfeld 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 Q1	$214K	Sell	2,304 -428	-16%	-$38.1K	0.33%	51
2025 Q4	$219K	Buy	2,732 +497	+22%	+$41.2K	0.32%	51
2025 Q3	$169K	Sell	2,235 -80	-3%	-$5.84K	0.29%	59
2025 Q2	$161K	Sell	2,315 -72	-3%	-$5K	0.24%	54
2025 Q1	$169K	Buy	2,387 +72	+3%	+$5.08K	0.33%	55
2024 Q4	$166K	Buy	2,315 +635	+38%	+$49.3K	0.32%	53
2024 Q3	$142K	Hold	1,680	–	–	0.22%	52
2024 Q2	$119K	Hold	1,680	–	–	0.17%	58
2024 Q1	$107K	Hold	1,680	–	–	0.21%	51
2023 Q4	$102K	Buy	+1,680	New	+$95.7K	0.21%	58

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

Mowery & Schoenfeld Wealth Management's NEE Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management reduced its NextEra Energy (NEE) stake by 16% in Q1 2026, selling an estimated $38.1K and leaving 2,304 shares worth $214K. The position accounts for 0.33% of the portfolio, ranked #51.

Mowery & Schoenfeld Wealth Management first reported a position in NEE in Q4 2023 and has held it in 10 quarters since. The position peaked at $219K in Q4 2025. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Mowery & Schoenfeld Wealth Management held 2,304 shares of NextEra Energy worth $214K as of Q1 2026.
Mowery & Schoenfeld Wealth Management sold 428 NextEra Energy shares in Q1 2026, an estimated $38.1K.
NextEra Energy made up 0.33% of Mowery & Schoenfeld Wealth Management's portfolio in Q1 2026, its #51 holding.
Mowery & Schoenfeld Wealth Management first reported a position in NextEra Energy in Q4 2023 and has held it in 10 quarters since.
Mowery & Schoenfeld Wealth Management's NextEra Energy position peaked at $219K in Q4 2025.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.