MPWM Advisory Solutions’s NextEra Energy NEE Stock Holding History

MPWM Advisory Solutions’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	$411K	Hold	4,688	–	–	0.19%	73
2026 Q1	$435K	Buy	4,688 +2,613	+126%	+$232K	0.23%	64
2025 Q4	$167K	Sell	2,075 -1,305	-39%	-$108K	0.09%	100
2025 Q3	$255K	Hold	3,380	–	–	0.15%	80
2025 Q2	$235K	Hold	3,380	–	–	0.15%	77
2025 Q1	$240K	Hold	3,380	–	–	0.17%	63
2024 Q4	$242K	Buy	+3,380	New	+$263K	0.18%	67

Other funds holding NEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MPWM Advisory Solutions's NEE Position: Q2 2026 in Review

MPWM Advisory Solutions held its NextEra Energy (NEE) position steady in Q2 2026 at 4,688 shares worth $411K. The position accounts for 0.19% of the portfolio, ranked #73.

MPWM Advisory Solutions first reported a position in NEE in Q4 2024 and has held it in 7 quarters since. The position peaked at $435K in Q1 2026. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

MPWM Advisory Solutions held 4,688 shares of NextEra Energy worth $411K as of Q2 2026.
MPWM Advisory Solutions left its NextEra Energy share count unchanged in Q2 2026.
NextEra Energy made up 0.19% of MPWM Advisory Solutions's portfolio in Q2 2026, its #73 holding.
MPWM Advisory Solutions first reported a position in NextEra Energy in Q4 2024 and has held it in 7 quarters since.
MPWM Advisory Solutions's NextEra Energy position peaked at $435K in Q1 2026.
3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.