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 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 $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

MPWM Advisory Solutions's NEE Position: Q1 2026 in Review

MPWM Advisory Solutions increased its NextEra Energy (NEE) stake by 126% in Q1 2026, buying an estimated $232K and bringing the position to 4,688 shares worth $435K. The position accounts for 0.23% of the portfolio, ranked #64.

MPWM Advisory Solutions first reported a position in NEE in Q4 2024 and has held it in 6 quarters since. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

MPWM Advisory Solutions held 4,688 shares of NextEra Energy worth $435K as of Q1 2026.
MPWM Advisory Solutions bought 2,613 NextEra Energy shares in Q1 2026, an estimated $232K.
NextEra Energy made up 0.23% of MPWM Advisory Solutions's portfolio in Q1 2026, its #64 holding.
MPWM Advisory Solutions first reported a position in NextEra Energy in Q4 2024 and has held it in 6 quarters since.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on MPWM Advisory Solutions's 13F filing for Q1 2026, filed 13 May 2026.