SAM
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S.A. Mason’s NextEra Energy NEE Stock Holding History

S.A. Mason’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 		$1.27M Buy
14,510
+2,229
+18% +$202K 0.39% 64
2026
Q1 		$1.14M Buy
12,281
+10
+0.1% +$889 0.43% 61
2025
Q4 		$985K Buy
12,271
+50
+0.4% +$4.14K 0.39% 68
2025
Q3 		$923K Hold
12,221
– – 0.41% 63
2025
Q2 		$848K Buy
12,221
+169
+1% +$11.7K 0.41% 61
2025
Q1 		$854K Buy
12,052
+170
+1% +$12K 0.45% 58
2024
Q4 		$852K Buy
11,882
+307
+3% +$23.8K 0.45% 57
2024
Q3 		$978K Buy
11,575
+61
+0.5% +$4.76K 0.52% 50
2024
Q2 		$815K Buy
11,514
+730
+7% +$51.8K 0.46% 56
2024
Q1 		$689K Buy
10,784
+118
+1% +$6.91K 0.41% 63
2023
Q4 		$648K Sell
10,666
-260
-2% -$14.8K 0.43% 59
2023
Q3 		$626K Buy
10,926
+250
+2% +$17.3K 0.45% 58
2023
Q2 		$823K Hold
10,676
– – 0.6% 45
2023
Q1 		$823K Hold
10,676
– – 0.6% 45
2022
Q4 		$893K Hold
10,676
– – 0.67% 41
2022
Q3 		$837K Hold
10,676
– – 0.66% 41
2022
Q2 		$827K Hold
10,676
– – 0.6% 43
2022
Q1 		$904K Hold
10,676
– – 0.56% 45
2021
Q4 		$997K Sell
10,676
-600
-5% -$51.9K 0.6% 43
2021
Q3 		$885K Hold
11,276
– – 0.58% 46
2021
Q2 		$826K Hold
11,276
– – 0.57% 46
2021
Q1 		$853K Buy
11,276
+600
+6% +$46.8K 0.64% 41
2020
Q4 		$824K Sell
10,676
-740
-6% -$55.4K 0.69% 38
2020
Q3 		$792K Hold
11,416
– – 0.75% 38
2020
Q2 		$685K Sell
11,416
-200
-2% -$12K 0.72% 39
2020
Q1 		$699K Buy
11,616
+216
+2% +$13.6K 0.85% 31
2019
Q4 		$690K Buy
+11,400
New +$666K 0.66% 39

Other funds holding NEE

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

S.A. Mason's NEE Position: Q2 2026 in Review

S.A. Mason increased its NextEra Energy (NEE) stake by 18% in Q2 2026, buying an estimated $202K and bringing the position to 14,510 shares worth $1.27M. The position accounts for 0.39% of the portfolio, ranked #64.

S.A. Mason first reported a position in NEE in Q4 2019 and has held it in 27 quarters since. 1,451 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • S.A. Mason held 14,510 shares of NextEra Energy worth $1.27M as of Q2 2026.
  • S.A. Mason bought 2,229 NextEra Energy shares in Q2 2026, an estimated $202K.
  • NextEra Energy made up 0.39% of S.A. Mason's portfolio in Q2 2026, its #64 holding.
  • S.A. Mason first reported a position in NextEra Energy in Q4 2019 and has held it in 27 quarters since.
  • 1,451 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on S.A. Mason's 13F filing for Q2 2026, filed 31 Jul 2026.