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 Q2	$1.87M	Sell	21,291 -31	-0.1%	-$2.8K	0.93%	23
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 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

McDonough Capital Management's NEE Position: Q2 2026 in Review

McDonough Capital Management reduced its NextEra Energy (NEE) stake by 0.15% in Q2 2026, selling an estimated $2.8K and leaving 21,291 shares worth $1.87M. The position accounts for 0.93% of the portfolio, ranked #23.

McDonough Capital Management first reported a position in NEE in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.09M in Q4 2021. 3,042 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

McDonough Capital Management held 21,291 shares of NextEra Energy worth $1.87M as of Q2 2026.
McDonough Capital Management sold 31 NextEra Energy shares in Q2 2026, an estimated $2.8K.
NextEra Energy made up 0.93% of McDonough Capital Management's portfolio in Q2 2026, its #23 holding.
McDonough Capital Management first reported a position in NextEra Energy in Q4 2021 and has held it in 19 quarters since.
McDonough Capital Management's NextEra Energy position peaked at $2.09M in Q4 2021.
3,042 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on McDonough Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.