McLean Asset Management
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McLean Asset Management’s NextEra Energy NEE Stock Holding History

McLean Asset 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
Q3 		$262K Sell
2,973
-31
-1% -$2.62K 0.04% 153
2026
Q2 		$261K Sell
3,004
-92
-3% -$8.32K 0.03% 151
2026
Q1 		$288K Buy
3,096
+436
+16% +$38.8K 0.05% 133
2025
Q4 		$218K Sell
2,660
-8
-0.3% -$663 0.04% 164
2025
Q3 		$219K Sell
2,668
-361
-12% -$26.4K 0.05% 162
2025
Q2 		$221K Buy
+3,029
New +$210K 0.06% 153
2025
Q1 		– Sell
-3,113
Closed -$223K – 156
2024
Q4 		$223K Buy
3,113
+223
+8% +$17.3K 0.07% 142
2024
Q3 		$242K Buy
2,890
+32
+1% +$2.5K 0.07% 139
2024
Q2 		$208K Buy
+2,858
New +$203K 0.07% 149
2023
Q3 		– Sell
-2,855
Closed -$212K – 135
2023
Q2 		$212K Sell
2,855
-87
-3% -$6.59K 0.08% 123
2023
Q1 		$227K Sell
2,942
-346
-11% -$26.6K 0.09% 114
2022
Q4 		$275K Buy
3,288
+202
+7% +$16.3K 0.09% 100
2022
Q3 		$237K Buy
3,086
+4
+0.1% +$339 0.09% 104
2022
Q2 		$245K Buy
3,082
+20
+0.7% +$1.52K 0.1% 101
2022
Q1 		$259K Buy
3,062
+39
+1% +$3.13K 0.19% 97
2021
Q4 		$257K Sell
3,023
-859
-22% -$74.2K 0.1% 109
2021
Q3 		$332K Buy
3,882
+48
+1% +$3.87K 0.13% 86
2021
Q2 		$299K Buy
3,834
+52
+1% +$3.9K 0.13% 76
2021
Q1 		$292K Hold
3,782
– – 0.23% 71
2020
Q4 		$292K Buy
+3,782
New +$283K 0.26% 65

Other funds holding NEE

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 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
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

McLean Asset Management's NEE Position: Q3 2026 in Review

McLean Asset Management reduced its NextEra Energy (NEE) stake by 1% in Q3 2026, selling an estimated $2.62K and leaving 2,973 shares worth $262K. The position accounts for 0.04% of the portfolio, ranked #153.

McLean Asset Management first reported a position in NEE in Q4 2020 and has held it in 20 quarters since. The position peaked at $332K in Q3 2021. 2,004 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

  • McLean Asset Management held 2,973 shares of NextEra Energy worth $262K as of Q3 2026.
  • McLean Asset Management sold 31 NextEra Energy shares in Q3 2026, an estimated $2.62K.
  • NextEra Energy made up 0.04% of McLean Asset Management's portfolio in Q3 2026, its #153 holding.
  • McLean Asset Management first reported a position in NextEra Energy in Q4 2020 and has held it in 20 quarters since.
  • McLean Asset Management's NextEra Energy position peaked at $332K in Q3 2021.
  • 2,004 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on McLean Asset Management's 13F filing for Q3 2026, filed 6 Nov 2026.