Fox Hill Wealth Management’s NextEra Energy NEE Stock Holding History

Fox Hill Wealth 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	$2.24M	Sell	24,132 -448	-2%	-$39.8K	1.08%	34
2025 Q4	$1.97M	Buy	24,580 +623	+3%	+$51.6K	0.92%	36
2025 Q3	$1.81M	Buy	23,957 +3,047	+15%	+$223K	0.85%	36
2025 Q2	$1.45M	Buy	20,910 +839	+4%	+$58.3K	0.75%	42
2025 Q1	$1.42M	Buy	20,071 +1,109	+6%	+$78.3K	0.84%	40
2024 Q4	$1.36M	Buy	18,962 +624	+3%	+$48.5K	0.77%	41
2024 Q3	$1.55M	Buy	18,338 +63	+0.3%	+$4.92K	0.85%	38
2024 Q2	$1.29M	Buy	18,275 +421	+2%	+$29.9K	0.79%	41
2024 Q1	$1.14M	Buy	17,854 +867	+5%	+$50.8K	0.77%	41
2023 Q4	$1.03M	Buy	+16,987	New	+$968K	0.79%	42

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

Fox Hill Wealth Management's NEE Position: Q1 2026 in Review

Fox Hill Wealth Management reduced its NextEra Energy (NEE) stake by 1.8% in Q1 2026, selling an estimated $39.8K and leaving 24,132 shares worth $2.24M. The position accounts for 1.08% of the portfolio, ranked #34.

Fox Hill Wealth Management first reported a position in NEE in Q4 2023 and has held it in 10 quarters since. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Fox Hill Wealth Management held 24,132 shares of NextEra Energy worth $2.24M as of Q1 2026.
Fox Hill Wealth Management sold 448 NextEra Energy shares in Q1 2026, an estimated $39.8K.
NextEra Energy made up 1.08% of Fox Hill Wealth Management's portfolio in Q1 2026, its #34 holding.
Fox Hill Wealth Management first reported a position in NextEra Energy in Q4 2023 and has held it in 10 quarters since.
3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Fox Hill Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.