S.A. Mason
NEE icon

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
Q3 		$1.13M Buy
14,921
+411
+3% +$34.8K 0.33% 71
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

S.A. Mason's NEE Position: Q3 2026 in Review

S.A. Mason increased its NextEra Energy (NEE) stake by 2.8% in Q3 2026, buying an estimated $34.8K and bringing the position to 14,921 shares worth $1.13M. The position accounts for 0.33% of the portfolio, ranked #71.

S.A. Mason first reported a position in NEE in Q4 2019 and has held it in 28 quarters since. The position peaked at $1.27M in Q2 2026. 1,803 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

  • S.A. Mason held 14,921 shares of NextEra Energy worth $1.13M as of Q3 2026.
  • S.A. Mason bought 411 NextEra Energy shares in Q3 2026, an estimated $34.8K.
  • NextEra Energy made up 0.33% of S.A. Mason's portfolio in Q3 2026, its #71 holding.
  • S.A. Mason first reported a position in NextEra Energy in Q4 2019 and has held it in 28 quarters since.
  • S.A. Mason's NextEra Energy position peaked at $1.27M in Q2 2026.
  • 1,803 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on S.A. Mason's 13F filing for Q3 2026, filed 13 Oct 2026.