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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
Q2 		$202K Hold
2,304
– – 0.28% 64
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's NEE Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its NextEra Energy (NEE) position steady in Q2 2026 at 2,304 shares worth $202K. The position accounts for 0.28% of the portfolio, ranked #64.

Mowery & Schoenfeld Wealth Management first reported a position in NEE in Q4 2023 and has held it in 11 quarters since. The position peaked at $219K in Q4 2025. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management held 2,304 shares of NextEra Energy worth $202K as of Q2 2026.
  • Mowery & Schoenfeld Wealth Management left its NextEra Energy share count unchanged in Q2 2026.
  • NextEra Energy made up 0.28% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #64 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in NextEra Energy in Q4 2023 and has held it in 11 quarters since.
  • Mowery & Schoenfeld Wealth Management's NextEra Energy position peaked at $219K in Q4 2025.
  • 3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.