McMillion Capital Management’s NextEra Energy NEE Stock Holding History

McMillion 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
2023 Q2	$675K	Hold	9,100	–	–	0.6%	52
2023 Q1	$701K	Hold	9,100	–	–	0.66%	51
2022 Q4	$761K	Hold	9,100	–	–	0.69%	49
2022 Q3	$714K	Hold	9,100	–	–	0.66%	49
2022 Q2	$705K	Sell	9,100 -1,000	-10%	-$76.1K	0.59%	58
2022 Q1	$856K	Sell	10,100 -100	-1%	-$8.01K	0.53%	57
2021 Q4	$952K	Sell	10,200 -20	-0.2%	-$1.73K	0.51%	56
2021 Q3	$802K	Hold	10,220	–	–	0.47%	57
2021 Q2	$749K	Hold	10,220	–	–	0.41%	60
2021 Q1	$773K	Hold	10,220	–	–	0.45%	55
2020 Q4	$788K	Sell	10,220 -160	-2%	-$12K	0.48%	53
2020 Q3	$720K	Sell	10,380 -760	-7%	-$52.5K	0.54%	49
2020 Q2	$669K	Buy	11,140 +180	+2%	+$10.8K	0.44%	48
2020 Q1	$659K	Sell	10,960 -800	-7%	-$50.3K	0.45%	45
2019 Q4	$712K	Sell	11,760 -1,360	-10%	-$79.4K	0.34%	48
2019 Q3	$764K	Sell	13,120 -100	-0.8%	-$5.41K	0.41%	47
2019 Q2	$677K	Hold	13,220	–	–	0.36%	49
2019 Q1	$639K	Buy	13,220 +800	+6%	+$36.6K	0.35%	51
2018 Q4	$540K	Sell	12,420 -440	-3%	-$19.2K	0.35%	48
2018 Q3	$539K	Sell	12,860 -24	-0.2%	-$1.02K	0.29%	49
2018 Q2	$538K	Buy	12,884 +24	+0.2%	+$969	0.31%	50
2018 Q1	$525K	Sell	12,860 -1,480	-10%	-$57.1K	0.31%	50
2017 Q4	$560K	Hold	14,340	–	–	0.34%	49
2017 Q3	$525K	Hold	14,340	–	–	0.35%	49
2017 Q2	$502K	Hold	14,340	–	–	0.34%	50
2017 Q1	$460K	Sell	14,340 -880	-6%	-$27.7K	0.31%	50
2016 Q4	$455K	Sell	15,220 -800	-5%	-$23.9K	0.32%	48
2016 Q3	$490K	Hold	16,020	–	–	0.37%	47
2016 Q2	$522K	Sell	16,020 -800	-5%	-$24K	0.4%	48
2016 Q1	$498K	Sell	16,820 -400	-2%	-$11.2K	0.37%	48
2015 Q4	$447K	Sell	17,220 -200	-1%	-$5.06K	0.33%	48
2015 Q3	$425K	Hold	17,420	–	–	0.33%	49
2015 Q2	$427K	Sell	17,420 -300	-2%	-$7.63K	0.27%	55
2015 Q1	$461K	Sell	17,720 -500	-3%	-$13.2K	0.28%	53
2014 Q4	$484K	Sell	18,220 -2,200	-11%	-$55.6K	0.28%	53
2014 Q3	$479K	Sell	20,420 -4,000	-16%	-$96.6K	0.28%	54
2014 Q2	$626K	Buy	24,420 +2,320	+10%	+$56.4K	0.36%	52
2014 Q1	$528K	Sell	22,100 -4,600	-17%	-$104K	0.32%	53
2013 Q4	$572K	Sell	26,700 -6,200	-19%	-$131K	0.35%	53
2013 Q3	$659K	Sell	32,900 -2,400	-7%	-$49.5K	0.47%	46
2013 Q2	$719K	Buy	+35,300	New	+$700K	0.53%	44

Other funds holding NEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

McMillion Capital Management's NEE Position: Q2 2023 in Review

McMillion Capital Management held its NextEra Energy (NEE) position steady in Q2 2023 at 9,100 shares worth $675K. The position accounts for 0.6% of the portfolio, ranked #52.

McMillion Capital Management first reported a position in NEE in Q2 2013 and has held it in 41 quarters since. The position peaked at $952K in Q4 2021. 2,414 funds tracked by Wall St. Rank hold NEE as of Q2 2023.

McMillion Capital Management held 9,100 shares of NextEra Energy worth $675K as of Q2 2023.
McMillion Capital Management left its NextEra Energy share count unchanged in Q2 2023.
NextEra Energy made up 0.6% of McMillion Capital Management's portfolio in Q2 2023, its #52 holding.
McMillion Capital Management first reported a position in NextEra Energy in Q2 2013 and has held it in 41 quarters since.
McMillion Capital Management's NextEra Energy position peaked at $952K in Q4 2021.
2,414 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2023.

Based on McMillion Capital Management's 13F filing for Q2 2023, filed 8 Aug 2023.