Mill Capital Management’s NextEra Energy NEE Stock Holding History

Mill 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
2026 Q1	$2.23M	Hold	24,000	–	–	0.17%	56
2025 Q4	$1.93M	Hold	24,000	–	–	0.14%	62
2025 Q3	$1.81M	Hold	24,000	–	–	0.13%	60
2025 Q2	$1.67M	Hold	24,000	–	–	0.13%	63
2025 Q1	$1.7M	Hold	24,000	–	–	0.14%	60
2024 Q4	$1.72M	Hold	24,000	–	–	0.14%	59
2024 Q3	$2.03M	Hold	24,000	–	–	0.16%	57
2024 Q2	$1.7M	Hold	24,000	–	–	0.14%	59
2024 Q1	$1.53M	Hold	24,000	–	–	0.13%	65
2023 Q4	$1.46M	Hold	24,000	–	–	0.13%	65
2023 Q3	$1.37M	Hold	24,000	–	–	0.13%	66
2023 Q2	$1.78M	Sell	24,000 -4,125	-15%	-$312K	0.17%	63
2023 Q1	$2.17M	Sell	28,125 -475	-2%	-$36.5K	0.22%	56
2022 Q4	$2.39M	Buy	28,600 +1,400	+5%	+$113K	0.26%	50
2022 Q3	$2.13M	Hold	27,200	–	–	0.25%	51
2022 Q2	$2.11M	Hold	27,200	–	–	0.23%	52
2022 Q1	$2.3M	Buy	+27,200	New	+$2.18M	0.22%	55

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

Mill Capital Management's NEE Position: Q1 2026 in Review

Mill Capital Management held its NextEra Energy (NEE) position steady in Q1 2026 at 24,000 shares worth $2.23M. The position accounts for 0.17% of the portfolio, ranked #56.

Mill Capital Management first reported a position in NEE in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.39M in Q4 2022. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Mill Capital Management held 24,000 shares of NextEra Energy worth $2.23M as of Q1 2026.
Mill Capital Management left its NextEra Energy share count unchanged in Q1 2026.
NextEra Energy made up 0.17% of Mill Capital Management's portfolio in Q1 2026, its #56 holding.
Mill Capital Management first reported a position in NextEra Energy in Q1 2022 and has held it in 17 quarters since.
Mill Capital Management's NextEra Energy position peaked at $2.39M in Q4 2022.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Mill Capital Management's 13F filing for Q1 2026, filed 4 May 2026.