Mystic Asset Management’s NextEra Energy NEE Stock Holding History

Mystic Asset 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	$2.05M	Sell	22,092 -900	-4%	-$80K	0.48%	60
2025 Q4	$1.85M	Hold	22,992	–	–	0.42%	63
2025 Q3	$1.74M	Buy	22,992 +30	+0.1%	+$2.19K	0.39%	68
2025 Q2	$1.59M	Buy	22,962 +175	+0.8%	+$12.2K	0.39%	68
2025 Q1	$1.62M	Sell	22,787 -198	-0.9%	-$14K	0.43%	67
2024 Q4	$1.65M	Buy	22,985 +1,542	+7%	+$120K	0.44%	61
2024 Q3	$1.81M	Sell	21,443 -100	-0.5%	-$7.8K	0.68%	41
2024 Q2	$1.53M	Buy	21,543 +215	+1%	+$15.3K	0.62%	47
2024 Q1	$1.36M	Buy	21,328 +1,300	+6%	+$76.2K	0.56%	58
2023 Q4	$1.22M	Buy	20,028 +410	+2%	+$23.4K	0.58%	58
2023 Q3	$1.12M	Sell	19,618 -200	-1%	-$13.8K	0.63%	52
2023 Q2	$1.47M	Sell	19,818 -220	-1%	-$16.7K	0.79%	39
2023 Q1	$1.54M	Sell	20,038 -450	-2%	-$34.6K	0.85%	35
2022 Q4	$1.71M	Hold	20,488	–	–	0.97%	33
2022 Q3	$1.61M	Sell	20,488 -345	-2%	-$29.3K	1.03%	30
2022 Q2	$1.61M	Buy	20,833 +1,100	+6%	+$83.7K	0.98%	32
2022 Q1	$1.67M	Sell	19,733 -1,300	-6%	-$104K	0.9%	33
2021 Q4	$1.96M	Buy	+21,033	New	+$1.82M	0.93%	27

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

Mystic Asset Management's NEE Position: Q1 2026 in Review

Mystic Asset Management reduced its NextEra Energy (NEE) stake by 3.9% in Q1 2026, selling an estimated $80K and leaving 22,092 shares worth $2.05M. The position accounts for 0.48% of the portfolio, ranked #60.

Mystic Asset Management first reported a position in NEE in Q4 2021 and has held it in 18 quarters since. 3,028 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Mystic Asset Management held 22,092 shares of NextEra Energy worth $2.05M as of Q1 2026.
Mystic Asset Management sold 900 NextEra Energy shares in Q1 2026, an estimated $80K.
NextEra Energy made up 0.48% of Mystic Asset Management's portfolio in Q1 2026, its #60 holding.
Mystic Asset Management first reported a position in NextEra Energy in Q4 2021 and has held it in 18 quarters since.
3,028 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Mystic Asset Management's 13F filing for Q1 2026, filed 8 May 2026.