Millstone Evans Group’s NextEra Energy NEE Stock Holding History

Millstone Evans 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 Q1	$222K	Buy	2,390 +110	+5%	+$9.78K	0.13%	131
2025 Q4	$183K	Hold	2,280	–	–	0.11%	154
2025 Q3	$172K	Sell	2,280 -211	-8%	-$15.4K	0.11%	148
2025 Q2	$173K	Hold	2,491	–	–	0.12%	138
2025 Q1	$177K	Hold	2,491	–	–	0.12%	131
2024 Q4	$179K	Buy	+2,491	New	+$194K	0.12%	128

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

Millstone Evans Group's NEE Position: Q1 2026 in Review

Millstone Evans Group increased its NextEra Energy (NEE) stake by 4.8% in Q1 2026, buying an estimated $9.78K and bringing the position to 2,390 shares worth $222K. The position accounts for 0.13% of the portfolio, ranked #131.

Millstone Evans Group first reported a position in NEE in Q4 2024 and has held it in 6 quarters since. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Millstone Evans Group held 2,390 shares of NextEra Energy worth $222K as of Q1 2026.
Millstone Evans Group bought 110 NextEra Energy shares in Q1 2026, an estimated $9.78K.
NextEra Energy made up 0.13% of Millstone Evans Group's portfolio in Q1 2026, its #131 holding.
Millstone Evans Group first reported a position in NextEra Energy in Q4 2024 and has held it in 6 quarters since.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Millstone Evans Group's 13F filing for Q1 2026, filed 30 Apr 2026.