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McDonald Partners’s NextEra Energy NEE Stock Holding History

McDonald Partners’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 		$1.25M Sell
13,485
-96
-0.7% -$8.54K 0.3% 89
2025
Q4 		$1.09M Sell
13,581
-5,746
-30% -$476K 0.34% 77
2025
Q3 		$1.46M Sell
19,327
-16,302
-46% -$1.19M 0.44% 64
2025
Q2 		$2.48M Buy
35,629
+373
+1% +$25.9K 0.59% 42
2025
Q1 		$2.5M Buy
35,256
+459
+1% +$32.4K 0.65% 44
2024
Q4 		$2.49M Buy
34,797
+1,087
+3% +$84.4K 0.64% 43
2024
Q3 		$2.85M Buy
33,710
+189
+0.6% +$14.7K 0.71% 39
2024
Q2 		$2.37M Buy
33,521
+321
+1% +$22.8K 0.64% 42
2024
Q1 		$2.12M Buy
33,200
+1,780
+6% +$104K 0.58% 45
2023
Q4 		$1.91M Buy
31,420
+3,961
+14% +$226K 0.57% 47
2023
Q3 		$1.57M Buy
27,459
+740
+3% +$51.2K 0.51% 54
2023
Q2 		$1.98M Buy
26,719
+257
+1% +$19.5K 0.61% 43
2023
Q1 		$2.04M Buy
26,462
+997
+4% +$76.7K 0.66% 42
2022
Q4 		$2.13M Buy
25,465
+97
+0.4% +$7.84K 0.73% 38
2022
Q3 		$1.99M Sell
25,368
-589
-2% -$50K 0.76% 37
2022
Q2 		$2.01M Buy
25,957
+132
+0.5% +$10K 0.51% 53
2022
Q1 		$2.19M Buy
+25,825
New +$2.07M 0.48% 58
2021
Q4 		– Sell
-24,035
Closed -$1.89M – 665
2021
Q3 		$1.89M Buy
24,035
+1,040
+5% +$83.9K 0.44% 64
2021
Q2 		$1.69M Sell
22,995
-250
-1% -$18.8K 0.4% 70
2021
Q1 		$1.76M Buy
23,245
+3,785
+19% +$295K 0.45% 65
2020
Q4 		$1.5M Buy
+19,460
New +$1.46M 0.42% 72

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

McDonald Partners's NEE Position: Q1 2026 in Review

McDonald Partners reduced its NextEra Energy (NEE) stake by 0.71% in Q1 2026, selling an estimated $8.54K and leaving 13,485 shares worth $1.25M. The position accounts for 0.3% of the portfolio, ranked #89.

McDonald Partners first reported a position in NEE in Q4 2020 and has held it in 21 quarters since. The position peaked at $2.85M in Q3 2024. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • McDonald Partners held 13,485 shares of NextEra Energy worth $1.25M as of Q1 2026.
  • McDonald Partners sold 96 NextEra Energy shares in Q1 2026, an estimated $8.54K.
  • NextEra Energy made up 0.3% of McDonald Partners's portfolio in Q1 2026, its #89 holding.
  • McDonald Partners first reported a position in NextEra Energy in Q4 2020 and has held it in 21 quarters since.
  • McDonald Partners's NextEra Energy position peaked at $2.85M in Q3 2024.
  • 3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on McDonald Partners's 13F filing for Q1 2026, filed 15 May 2026.