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 Q2	$1.16M	Buy	13,266 +773	+6%	+$69.9K	0.2%	114
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

MSH Capital Advisors's NEE Position: Q2 2026 in Review

MSH Capital Advisors increased its NextEra Energy (NEE) stake by 6.2% in Q2 2026, buying an estimated $69.9K and bringing the position to 13,266 shares worth $1.16M. The position accounts for 0.2% of the portfolio, ranked #114.

MSH Capital Advisors first reported a position in NEE in Q4 2023 and has held it in 11 quarters since. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

MSH Capital Advisors held 13,266 shares of NextEra Energy worth $1.16M as of Q2 2026.
MSH Capital Advisors bought 773 NextEra Energy shares in Q2 2026, an estimated $69.9K.
NextEra Energy made up 0.2% of MSH Capital Advisors's portfolio in Q2 2026, its #114 holding.
MSH Capital Advisors first reported a position in NextEra Energy in Q4 2023 and has held it in 11 quarters since.
3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on MSH Capital Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.