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 Q2	$2.27M	Buy	25,834 +1,702	+7%	+$154K	0.91%	37
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 $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

Fox Hill Wealth Management's NEE Position: Q2 2026 in Review

Fox Hill Wealth Management increased its NextEra Energy (NEE) stake by 7.1% in Q2 2026, buying an estimated $154K and bringing the position to 25,834 shares worth $2.27M. The position accounts for 0.91% of the portfolio, ranked #37.

Fox Hill Wealth Management first reported a position in NEE in Q4 2023 and has held it in 11 quarters since. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Fox Hill Wealth Management held 25,834 shares of NextEra Energy worth $2.27M as of Q2 2026.
Fox Hill Wealth Management bought 1,702 NextEra Energy shares in Q2 2026, an estimated $154K.
NextEra Energy made up 0.91% of Fox Hill Wealth Management's portfolio in Q2 2026, its #37 holding.
Fox Hill Wealth Management first reported a position in NextEra Energy in Q4 2023 and has held it in 11 quarters since.
3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Fox Hill Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.