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Buffington Mohr McNeal’s NextEra Energy NEE Stock Holding History

Buffington Mohr McNeal’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
2025
Q1 		$337K Sell
4,756
-19,711
-81% -$1.39M 0.07% 84
2024
Q4 		$1.75M Buy
24,467
+5,094
+26% +$396K 0.29% 48
2024
Q3 		$1.64M Buy
19,373
+250
+1% +$19.5K 0.27% 53
2024
Q2 		$1.35M Buy
19,123
+76
+0.4% +$5.39K 0.24% 55
2024
Q1 		$1.22M Sell
19,047
-275
-1% -$16.1K 0.22% 57
2023
Q4 		$1.17M Buy
19,322
+75
+0.4% +$4.27K 0.24% 61
2023
Q3 		$1.1M Buy
19,247
+14,675
+321% +$1.02M 0.25% 61
2023
Q2 		$339K Buy
4,572
+275
+6% +$20.8K 0.07% 103
2023
Q1 		$331K Sell
4,297
-38
-0.9% -$2.92K 0.08% 104
2022
Q4 		$362K Sell
4,335
-56
-1% -$4.52K 0.08% 102
2022
Q3 		$344K Sell
4,391
-168
-4% -$14.3K 0.08% 100
2022
Q2 		$353K Hold
4,559
– – 0.08% 100
2022
Q1 		$386K Sell
4,559
-137
-3% -$11K 0.07% 102
2021
Q4 		$438K Buy
4,696
+225
+5% +$19.4K 0.08% 106
2021
Q3 		$351K Buy
4,471
+325
+8% +$26.2K 0.07% 107
2021
Q2 		$304K Buy
4,146
+650
+19% +$48.8K 0.06% 111
2021
Q1 		$264K Buy
+3,496
New +$273K 0.06% 115
2019
Q2 		– Sell
-1,068
Closed -$52K – 253
2019
Q1 		$52K Buy
+1,068
New +$48.8K 0.02% 183

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Buffington Mohr McNeal's NEE Position: Q1 2025 in Review

Buffington Mohr McNeal reduced its NextEra Energy (NEE) stake by 81% in Q1 2025, selling an estimated $1.39M and leaving 4,756 shares worth $337K. The position accounts for 0.07% of the portfolio, ranked #84.

Buffington Mohr McNeal first reported a position in NEE in Q1 2019 and has held it in 18 quarters since. The position peaked at $1.75M in Q4 2024. 2,734 funds tracked by Wall St. Rank hold NEE as of Q1 2025.

  • Buffington Mohr McNeal held 4,756 shares of NextEra Energy worth $337K as of Q1 2025.
  • Buffington Mohr McNeal sold 19,711 NextEra Energy shares in Q1 2025, an estimated $1.39M.
  • NextEra Energy made up 0.07% of Buffington Mohr McNeal's portfolio in Q1 2025, its #84 holding.
  • Buffington Mohr McNeal first reported a position in NextEra Energy in Q1 2019 and has held it in 18 quarters since.
  • Buffington Mohr McNeal's NextEra Energy position peaked at $1.75M in Q4 2024.
  • 2,734 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2025.

Based on Buffington Mohr McNeal's 13F filing for Q1 2025, filed 28 Apr 2025.