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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
Q2 		$186K Sell
2,124
-266
-11% -$24.1K 0.1% 155
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Millstone Evans Group's NEE Position: Q2 2026 in Review

Millstone Evans Group reduced its NextEra Energy (NEE) stake by 11% in Q2 2026, selling an estimated $24.1K and leaving 2,124 shares worth $186K. The position accounts for 0.1% of the portfolio, ranked #155.

Millstone Evans Group first reported a position in NEE in Q4 2024 and has held it in 7 quarters since. The position peaked at $222K in Q1 2026. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Millstone Evans Group held 2,124 shares of NextEra Energy worth $186K as of Q2 2026.
  • Millstone Evans Group sold 266 NextEra Energy shares in Q2 2026, an estimated $24.1K.
  • NextEra Energy made up 0.1% of Millstone Evans Group's portfolio in Q2 2026, its #155 holding.
  • Millstone Evans Group first reported a position in NextEra Energy in Q4 2024 and has held it in 7 quarters since.
  • Millstone Evans Group's NextEra Energy position peaked at $222K in Q1 2026.
  • 3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.