Mill Creek Capital Advisors’s NextEra Energy NEE Stock Holding History

Mill Creek Capital Advisors’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	$550K	Buy	5,917 +135	+2%	+$12K	0.01%	157
2025 Q4	$464K	Buy	5,782 +13	+0.2%	+$1.08K	0.01%	168
2025 Q3	$436K	Sell	5,769 -152	-3%	-$11.1K	0.01%	178
2025 Q2	$411K	Sell	5,921 -613	-9%	-$42.6K	0.01%	175
2025 Q1	$463K	Buy	6,534 +613	+10%	+$43.3K	0.01%	165
2024 Q4	$424K	Sell	5,921 -72	-1%	-$5.59K	0.01%	177
2024 Q3	$507K	Sell	5,993 -948	-14%	-$74K	0.01%	164
2024 Q2	$491K	Sell	6,941 -1,270	-15%	-$90.1K	0.01%	166
2024 Q1	$525K	Sell	8,211 -8,308	-50%	-$487K	0.01%	153
2023 Q4	$1M	Buy	16,519 +9,000	+120%	+$513K	0.03%	103
2023 Q3	$431K	Sell	7,519 -425	-5%	-$29.4K	0.01%	149
2023 Q2	$589K	Buy	7,944 +874	+12%	+$66.2K	0.02%	139
2023 Q1	$545K	Buy	7,070 +75	+1%	+$5.77K	0.02%	147
2022 Q4	$585K	Buy	+6,995	New	+$565K	0.02%	131

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 Creek Capital Advisors's NEE Position: Q1 2026 in Review

Mill Creek Capital Advisors increased its NextEra Energy (NEE) stake by 2.3% in Q1 2026, buying an estimated $12K and bringing the position to 5,917 shares worth $550K. The position accounts for 0.01% of the portfolio, ranked #157.

Mill Creek Capital Advisors first reported a position in NEE in Q4 2022 and has held it in 14 quarters since. The position peaked at $1M in Q4 2023. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Mill Creek Capital Advisors held 5,917 shares of NextEra Energy worth $550K as of Q1 2026.
Mill Creek Capital Advisors bought 135 NextEra Energy shares in Q1 2026, an estimated $12K.
NextEra Energy made up 0.01% of Mill Creek Capital Advisors's portfolio in Q1 2026, its #157 holding.
Mill Creek Capital Advisors first reported a position in NextEra Energy in Q4 2022 and has held it in 14 quarters since.
Mill Creek Capital Advisors's NextEra Energy position peaked at $1M in Q4 2023.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Mill Creek Capital Advisors's 13F filing for Q1 2026, filed 14 May 2026.