Menard Financial Group’s NextEra Energy NEE Stock Holding History

Menard Financial Group’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	$239K	Buy	+2,722	New	+$246K	0.13%	77
2025 Q1	–	Sell	-30	Closed	-$2.15K	–	237
2024 Q4	$2.15K	Buy	+30	New	+$2.33K	﹤0.01%	279
2023 Q3	–	Sell	-3,751	Closed	-$278K	–	79
2023 Q2	$278K	Sell	3,751 -647	-15%	-$49K	0.57%	40
2023 Q1	$339K	Sell	4,398 -582	-12%	-$44.8K	0.78%	36
2022 Q4	$416K	Buy	4,980 +590	+13%	+$47.7K	0.99%	26
2022 Q3	$344K	Sell	4,390 -764	-15%	-$64.8K	0.62%	50
2022 Q2	$399K	Sell	5,154 -524	-9%	-$39.9K	0.65%	44
2022 Q1	$481K	Buy	5,678 +131	+2%	+$10.5K	0.47%	65
2021 Q4	$518K	Buy	5,547 +517	+10%	+$44.7K	0.42%	64
2021 Q3	$395K	Buy	5,030 +30	+0.6%	+$2.42K	0.35%	90
2021 Q2	$366K	Buy	5,000 +1,275	+34%	+$95.7K	0.35%	91
2021 Q1	$282K	Hold	3,725	–	–	0.3%	106
2020 Q4	$287K	Buy	+3,725	New	+$279K	0.31%	100

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

Menard Financial Group's NEE Position: Q2 2026 in Review

Menard Financial Group opened a new position in NextEra Energy (NEE) in Q2 2026: 2,722 shares worth $239K. The stake represents 0.13% of the portfolio and ranks #77 among its holdings. This is a return to the name: Menard Financial Group previously reported a position in NEE as recently as Q4 2024.

Menard Financial Group first reported a position in NEE in Q4 2020 and has held it in 13 quarters since. The position peaked at $518K in Q4 2021. 3,044 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Menard Financial Group held 2,722 shares of NextEra Energy worth $239K as of Q2 2026.
NextEra Energy was a new Menard Financial Group position in Q2 2026.
NextEra Energy made up 0.13% of Menard Financial Group's portfolio in Q2 2026, its #77 holding.
Menard Financial Group first reported a position in NextEra Energy in Q4 2020 and has held it in 13 quarters since.
Menard Financial Group's NextEra Energy position peaked at $518K in Q4 2021.
3,044 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Menard Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.