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Hager Investment Management Services’s NextEra Energy NEE Stock Holding History

Hager Investment Management Services’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 		$225K Sell
2,560
-224
-8% -$20.3K 0.1% 95
2026
Q1 		$259K Buy
2,784
+45
+2% +$4K 0.14% 83
2025
Q4 		$220K Buy
2,739
+48
+2% +$3.98K 0.12% 86
2025
Q3 		$203K Hold
2,691
– – 0.11% 92
2025
Q2 		$187K Sell
2,691
-65
-2% -$4.51K 0.11% 92
2025
Q1 		$195K Sell
2,756
-50
-2% -$3.53K 0.14% 87
2024
Q4 		$201K Buy
+2,806
New +$218K 0.13% 90

Other funds holding NEE

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Hager Investment Management Services's NEE Position: Q2 2026 in Review

Hager Investment Management Services reduced its NextEra Energy (NEE) stake by 8% in Q2 2026, selling an estimated $20.3K and leaving 2,560 shares worth $225K. The position accounts for 0.1% of the portfolio, ranked #95.

Hager Investment Management Services first reported a position in NEE in Q4 2024 and has held it in 7 quarters since. The position peaked at $259K in Q1 2026. 982 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Hager Investment Management Services held 2,560 shares of NextEra Energy worth $225K as of Q2 2026.
  • Hager Investment Management Services sold 224 NextEra Energy shares in Q2 2026, an estimated $20.3K.
  • NextEra Energy made up 0.1% of Hager Investment Management Services's portfolio in Q2 2026, its #95 holding.
  • Hager Investment Management Services first reported a position in NextEra Energy in Q4 2024 and has held it in 7 quarters since.
  • Hager Investment Management Services's NextEra Energy position peaked at $259K in Q1 2026.
  • 982 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Hager Investment Management Services's 13F filing for Q2 2026, filed 20 Jul 2026.