MTM Investment Management’s NextEra Energy NEE Stock Holding History

MTM Investment 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 Q1	$208K	Hold	2,242	–	–	0.07%	196
2025 Q4	$180K	Hold	2,242	–	–	0.06%	206
2025 Q3	$169K	Sell	2,242 -28	-1%	-$2.05K	0.05%	210
2025 Q2	$158K	Buy	+2,270	New	+$158K	0.05%	208
2024 Q4	–	Sell	-2,440	Closed	-$205K	–	276
2024 Q3	$205K	Buy	+2,440	New	+$190K	0.08%	191
2022 Q3	–	Sell	-3,264	Closed	-$263K	–	269
2022 Q2	$263K	Hold	3,264	–	–	0.14%	142
2022 Q1	$276K	Hold	3,264	–	–	0.13%	143
2021 Q4	$305K	Hold	3,264	–	–	0.14%	133
2021 Q3	$256K	Sell	3,264 -64	-2%	-$5.16K	0.14%	134
2021 Q2	$244K	Hold	3,328	–	–	0.13%	144
2021 Q1	$252K	Hold	3,328	–	–	0.14%	133
2020 Q4	$257K	Buy	+3,328	New	+$249K	0.16%	120

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

MTM Investment Management's NEE Position: Q1 2026 in Review

MTM Investment Management held its NextEra Energy (NEE) position steady in Q1 2026 at 2,242 shares worth $208K. The position accounts for 0.07% of the portfolio, ranked #196.

MTM Investment Management first reported a position in NEE in Q4 2020 and has held it in 12 quarters since. The position peaked at $305K in Q4 2021. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

MTM Investment Management held 2,242 shares of NextEra Energy worth $208K as of Q1 2026.
MTM Investment Management left its NextEra Energy share count unchanged in Q1 2026.
NextEra Energy made up 0.07% of MTM Investment Management's portfolio in Q1 2026, its #196 holding.
MTM Investment Management first reported a position in NextEra Energy in Q4 2020 and has held it in 12 quarters since.
MTM Investment Management's NextEra Energy position peaked at $305K in Q4 2021.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on MTM Investment Management's 13F filing for Q1 2026, filed 6 May 2026.