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MSH Capital Advisors’s NextEra Energy NEE Stock Holding History

MSH Capital Advisors’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 		$1.16M Buy
12,493
+469
+4% +$41.7K 0.25% 102
2025
Q4 		$965K Buy
12,024
+2,905
+32% +$241K 0.21% 116
2025
Q3 		$688K Sell
9,119
-152
-2% -$11.1K 0.18% 137
2025
Q2 		$644K Buy
9,271
+158
+2% +$11K 0.19% 131
2025
Q1 		$646K Buy
9,113
+2,810
+45% +$198K 0.2% 119
2024
Q4 		$452K Buy
6,303
+1,317
+26% +$102K 0.14% 160
2024
Q3 		$421K Buy
4,986
+202
+4% +$15.8K 0.13% 165
2024
Q2 		$339K Buy
4,784
+2
+0% +$142 0.11% 172
2024
Q1 		$306K Buy
4,782
+364
+8% +$21.3K 0.11% 174
2023
Q4 		$268K Buy
+4,418
New +$252K 0.1% 176

Other funds holding NEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MSH Capital Advisors's NEE Position: Q1 2026 in Review

MSH Capital Advisors increased its NextEra Energy (NEE) stake by 3.9% in Q1 2026, buying an estimated $41.7K and bringing the position to 12,493 shares worth $1.16M. The position accounts for 0.25% of the portfolio, ranked #102.

MSH Capital Advisors first reported a position in NEE in Q4 2023 and has held it in 10 quarters since. 3,028 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • MSH Capital Advisors held 12,493 shares of NextEra Energy worth $1.16M as of Q1 2026.
  • MSH Capital Advisors bought 469 NextEra Energy shares in Q1 2026, an estimated $41.7K.
  • NextEra Energy made up 0.25% of MSH Capital Advisors's portfolio in Q1 2026, its #102 holding.
  • MSH Capital Advisors first reported a position in NextEra Energy in Q4 2023 and has held it in 10 quarters since.
  • 3,028 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on MSH Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.