McDaniel Terry & Co’s NextEra Energy NEE Stock Holding History

McDaniel Terry & Co’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	–	Sell	-2,254	Closed	-$209K	–	84
2026 Q1	$209K	Buy	+2,254	New	+$200K	0.02%	80
2025 Q4	–	Sell	-6,146	Closed	-$464K	–	85
2025 Q3	$464K	Buy	6,146 +54	+0.9%	+$3.95K	0.04%	70
2025 Q2	$423K	Buy	6,092 +2	+0%	+$139	0.03%	70
2025 Q1	$432K	Buy	6,090 +2	+0%	+$141	0.04%	73
2024 Q4	$436K	Buy	6,088 +1	+0%	+$78	0.04%	69
2024 Q3	$515K	Buy	6,087 +802	+15%	+$62.6K	0.04%	65
2024 Q2	$374K	Sell	5,285 -858	-14%	-$60.9K	0.03%	70
2024 Q1	$393K	Buy	+6,143	New	+$360K	0.03%	76

Other funds holding NEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

McDaniel Terry & Co's NEE Position: Q2 2026 in Review

McDaniel Terry & Co sold out of NextEra Energy (NEE) in Q2 2026, closing a stake of 2,254 shares — an estimated $209K sold.

McDaniel Terry & Co first reported a position in NEE in Q1 2024 and held it in 8 quarters. The position peaked at $515K in Q3 2024. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

McDaniel Terry & Co reported no remaining NextEra Energy position as of Q2 2026 after selling out during the quarter.
McDaniel Terry & Co sold 2,254 NextEra Energy shares in Q2 2026, an estimated $209K.
McDaniel Terry & Co first reported a position in NextEra Energy in Q1 2024 and held it in 8 quarters.
McDaniel Terry & Co's NextEra Energy position peaked at $515K in Q3 2024.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on McDaniel Terry & Co's 13F filing for Q2 2026, filed 30 Jul 2026.