ML
NEE icon

McAdam LLC’s NextEra Energy NEE Stock Holding History

McAdam LLC’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 		$550K Buy
6,272
+57
+0.9% +$5.16K 0.02% 259
2026
Q1 		$577K Buy
6,215
+434
+8% +$38.6K 0.03% 223
2025
Q4 		$464K Buy
5,781
+316
+6% +$26.2K 0.02% 247
2025
Q3 		$413K Buy
5,465
+546
+11% +$39.9K 0.02% 239
2025
Q2 		$341K Sell
4,919
-150
-3% -$10.4K 0.02% 264
2025
Q1 		$359K Buy
5,069
+117
+2% +$8.26K 0.02% 232
2024
Q4 		$355K Buy
4,952
+663
+15% +$51.5K 0.02% 249
2024
Q3 		$363K Buy
4,289
+154
+4% +$12K 0.02% 227
2024
Q2 		$293K Buy
4,135
+150
+4% +$10.6K 0.02% 242
2024
Q1 		$255K Buy
3,985
+337
+9% +$19.7K 0.02% 253
2023
Q4 		$222K Buy
3,648
+112
+3% +$6.38K 0.02% 252
2023
Q3 		$203K Buy
3,536
+402
+13% +$27.8K 0.02% 247
2023
Q2 		$233K Buy
3,134
+157
+5% +$11.9K 0.02% 233
2023
Q1 		$229K Sell
2,977
-655
-18% -$50.4K 0.02% 229
2022
Q4 		$339K Buy
3,632
+258
+8% +$20.8K 0.03% 133
2022
Q3 		$265K Buy
3,374
+145
+4% +$12.3K 0.03% 183
2022
Q2 		$250K Sell
3,229
-404
-11% -$30.8K 0.03% 194
2022
Q1 		$308K Buy
3,633
+1
+0% +$80 0.03% 160
2021
Q4 		$339K Sell
3,632
-328
-8% -$28.3K 0.03% 133
2021
Q3 		$311K Buy
3,960
+61
+2% +$4.92K 0.03% 131
2021
Q2 		$305K Sell
3,899
-96
-2% -$7.21K 0.03% 133
2021
Q1 		$302K Buy
3,995
+129
+3% +$10.1K 0.04% 119
2020
Q4 		$308K Buy
+3,866
New +$289K 0.05% 120
2018
Q4 		– Sell
-2,144
Closed -$91K – 423
2018
Q3 		$91K Buy
2,144
+1,776
+483% +$75.6K 0.03% 117
2018
Q2 		$15K Sell
368
-144
-28% -$5.82K 0.01% 287
2018
Q1 		$21K Buy
+512
New +$19.7K 0.01% 236

Other funds holding NEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

McAdam LLC's NEE Position: Q2 2026 in Review

McAdam LLC increased its NextEra Energy (NEE) stake by 0.92% in Q2 2026, buying an estimated $5.16K and bringing the position to 6,272 shares worth $550K. The position accounts for 0.02% of the portfolio, ranked #259.

McAdam LLC first reported a position in NEE in Q1 2018 and has held it in 26 quarters since. The position peaked at $577K in Q1 2026. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • McAdam LLC held 6,272 shares of NextEra Energy worth $550K as of Q2 2026.
  • McAdam LLC bought 57 NextEra Energy shares in Q2 2026, an estimated $5.16K.
  • NextEra Energy made up 0.02% of McAdam LLC's portfolio in Q2 2026, its #259 holding.
  • McAdam LLC first reported a position in NextEra Energy in Q1 2018 and has held it in 26 quarters since.
  • McAdam LLC's NextEra Energy position peaked at $577K in Q1 2026.
  • 3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on McAdam LLC's 13F filing for Q2 2026, filed 4 Aug 2026.