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McDonough Capital Management’s NextEra Energy NEE Stock Holding History

McDonough Capital Management’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 		$1.98M Sell
21,322
-35
-0.2% -$3.11K 1.08% 19
2025
Q4 		$1.71M Buy
21,357
+3
+0% +$248 0.84% 20
2025
Q3 		$1.61M Sell
21,354
-54
-0.3% -$3.95K 0.81% 21
2025
Q2 		$1.49M Buy
21,408
+105
+0.5% +$7.29K 0.83% 22
2025
Q1 		$1.51M Sell
21,303
-36
-0.2% -$2.54K 0.99% 19
2024
Q4 		$1.53M Sell
21,339
-1,440
-6% -$112K 0.95% 19
2024
Q3 		$1.93M Buy
22,779
+39
+0.2% +$3.04K 1.33% 18
2024
Q2 		$1.61M Buy
22,740
+87
+0.4% +$6.17K 1.17% 18
2024
Q1 		$1.45M Sell
22,653
-156
-0.7% -$9.14K 1.14% 18
2023
Q4 		$1.39M Buy
22,809
+176
+0.8% +$10K 1.2% 19
2023
Q3 		$1.3M Sell
22,633
-45
-0.2% -$3.12K 1.23% 18
2023
Q2 		$1.68M Buy
22,678
+235
+1% +$17.8K 1.55% 18
2023
Q1 		$1.73M Buy
22,443
+61
+0.3% +$4.69K 1.79% 16
2022
Q4 		$1.87M Buy
22,382
+5
+0% +$404 2.17% 14
2022
Q3 		$1.75M Buy
22,377
+42
+0.2% +$3.56K 2.01% 14
2022
Q2 		$1.73M Sell
22,335
-20
-0.1% -$1.52K 1.91% 16
2022
Q1 		$1.89M Buy
22,355
+6
+0% +$481 1.64% 17
2021
Q4 		$2.09M Buy
+22,349
New +$1.93M 1.7% 18

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

McDonough Capital Management's NEE Position: Q1 2026 in Review

McDonough Capital Management reduced its NextEra Energy (NEE) stake by 0.16% in Q1 2026, selling an estimated $3.11K and leaving 21,322 shares worth $1.98M. The position accounts for 1.08% of the portfolio, ranked #19.

McDonough Capital Management first reported a position in NEE in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.09M in Q4 2021. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • McDonough Capital Management held 21,322 shares of NextEra Energy worth $1.98M as of Q1 2026.
  • McDonough Capital Management sold 35 NextEra Energy shares in Q1 2026, an estimated $3.11K.
  • NextEra Energy made up 1.08% of McDonough Capital Management's portfolio in Q1 2026, its #19 holding.
  • McDonough Capital Management first reported a position in NextEra Energy in Q4 2021 and has held it in 18 quarters since.
  • McDonough Capital Management's NextEra Energy position peaked at $2.09M in Q4 2021.
  • 3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on McDonough Capital Management's 13F filing for Q1 2026, filed 13 May 2026.