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 Q2	$1.94M	Sell	22,062 -30	-0.1%	-$2.71K	0.41%	64
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Mystic Asset Management's NEE Position: Q2 2026 in Review

Mystic Asset Management reduced its NextEra Energy (NEE) stake by 0.14% in Q2 2026, selling an estimated $2.71K and leaving 22,062 shares worth $1.94M. The position accounts for 0.41% of the portfolio, ranked #64.

Mystic Asset Management first reported a position in NEE in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.05M in Q1 2026. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Mystic Asset Management held 22,062 shares of NextEra Energy worth $1.94M as of Q2 2026.
Mystic Asset Management sold 30 NextEra Energy shares in Q2 2026, an estimated $2.71K.
NextEra Energy made up 0.41% of Mystic Asset Management's portfolio in Q2 2026, its #64 holding.
Mystic Asset Management first reported a position in NextEra Energy in Q4 2021 and has held it in 19 quarters since.
Mystic Asset Management's NextEra Energy position peaked at $2.05M in Q1 2026.
3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Mystic Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.