McMillan Office’s NextEra Energy NEE Stock Holding History

McMillan Office’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	$2.64M	Hold	30,061	–	–	0.3%	50
2026 Q1	$2.79M	Hold	30,061	–	–	0.36%	46
2025 Q4	$2.41M	Buy	+30,061	New	+$2.49M	0.29%	48

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

McMillan Office's NEE Position: Q2 2026 in Review

McMillan Office held its NextEra Energy (NEE) position steady in Q2 2026 at 30,061 shares worth $2.64M. The position accounts for 0.3% of the portfolio, ranked #50.

McMillan Office first reported a position in NEE in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.79M in Q1 2026. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

McMillan Office held 30,061 shares of NextEra Energy worth $2.64M as of Q2 2026.
McMillan Office left its NextEra Energy share count unchanged in Q2 2026.
NextEra Energy made up 0.3% of McMillan Office's portfolio in Q2 2026, its #50 holding.
McMillan Office first reported a position in NextEra Energy in Q4 2025 and has held it in 3 quarters since.
McMillan Office's NextEra Energy position peaked at $2.79M in Q1 2026.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on McMillan Office's 13F filing for Q2 2026, filed 13 Aug 2026.