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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

McAdam LLC's NEE Position: Q1 2026 in Review

McAdam LLC increased its NextEra Energy (NEE) stake by 7.5% in Q1 2026, buying an estimated $38.6K and bringing the position to 6,215 shares worth $577K. The position accounts for 0.03% of the portfolio, ranked #223.

McAdam LLC first reported a position in NEE in Q1 2018 and has held it in 25 quarters since. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • McAdam LLC held 6,215 shares of NextEra Energy worth $577K as of Q1 2026.
  • McAdam LLC bought 434 NextEra Energy shares in Q1 2026, an estimated $38.6K.
  • NextEra Energy made up 0.03% of McAdam LLC's portfolio in Q1 2026, its #223 holding.
  • McAdam LLC first reported a position in NextEra Energy in Q1 2018 and has held it in 25 quarters since.
  • 3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on McAdam LLC's 13F filing for Q1 2026, filed 8 May 2026.