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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

McLean Asset Management's NEE Position: Q1 2026 in Review

McLean Asset Management increased its NextEra Energy (NEE) stake by 16% in Q1 2026, buying an estimated $38.8K and bringing the position to 3,096 shares worth $288K. The position accounts for 0.05% of the portfolio, ranked #133.

McLean Asset Management first reported a position in NEE in Q4 2020 and has held it in 18 quarters since. The position peaked at $332K in Q3 2021. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

McLean Asset Management held 3,096 shares of NextEra Energy worth $288K as of Q1 2026.
McLean Asset Management bought 436 NextEra Energy shares in Q1 2026, an estimated $38.8K.
NextEra Energy made up 0.05% of McLean Asset Management's portfolio in Q1 2026, its #133 holding.
McLean Asset Management first reported a position in NextEra Energy in Q4 2020 and has held it in 18 quarters since.
McLean Asset Management's NextEra Energy position peaked at $332K in Q3 2021.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on McLean Asset Management's 13F filing for Q1 2026, filed 22 Apr 2026.