McDonald Partners
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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
Q3 		$1.1M Buy
14,503
+1,523
+12% +$129K 0.26% 97
2026
Q2 		$1.14M Sell
12,980
-505
-4% -$45.7K 0.28% 94
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 		$1.68M 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

McDonald Partners's NEE Position: Q3 2026 in Review

McDonald Partners increased its NextEra Energy (NEE) stake by 12% in Q3 2026, buying an estimated $129K and bringing the position to 14,503 shares worth $1.1M. The position accounts for 0.26% of the portfolio, ranked #97.

McDonald Partners first reported a position in NEE in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.85M in Q3 2024. 1,733 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

  • McDonald Partners held 14,503 shares of NextEra Energy worth $1.1M as of Q3 2026.
  • McDonald Partners bought 1,523 NextEra Energy shares in Q3 2026, an estimated $129K.
  • NextEra Energy made up 0.26% of McDonald Partners's portfolio in Q3 2026, its #97 holding.
  • McDonald Partners first reported a position in NextEra Energy in Q4 2020 and has held it in 23 quarters since.
  • McDonald Partners's NextEra Energy position peaked at $2.85M in Q3 2024.
  • 1,733 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on McDonald Partners's 13F filing for Q3 2026, filed 3 Nov 2026.