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 Q2	$2.11M	Hold	24,000	–	–	0.14%	62
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 $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

Mill Capital Management's NEE Position: Q2 2026 in Review

Mill Capital Management held its NextEra Energy (NEE) position steady in Q2 2026 at 24,000 shares worth $2.11M. The position accounts for 0.14% of the portfolio, ranked #62.

Mill Capital Management first reported a position in NEE in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.39M in Q4 2022. 3,046 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Mill Capital Management held 24,000 shares of NextEra Energy worth $2.11M as of Q2 2026.
Mill Capital Management left its NextEra Energy share count unchanged in Q2 2026.
NextEra Energy made up 0.14% of Mill Capital Management's portfolio in Q2 2026, its #62 holding.
Mill Capital Management first reported a position in NextEra Energy in Q1 2022 and has held it in 18 quarters since.
Mill Capital Management's NextEra Energy position peaked at $2.39M in Q4 2022.
3,046 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Mill Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.