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Halbert Hargrove Global Advisors’s NextEra Energy NEE Stock Holding History

Halbert Hargrove Global Advisors’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 		$46.8K Buy
533
+23
+5% +$2.08K ﹤0.01% 213
2026
Q1 		$47.4K Hold
510
– – ﹤0.01% 198
2025
Q4 		$40.9K Sell
510
-44
-8% -$3.64K ﹤0.01% 208
2025
Q3 		$41.8K Buy
554
+511
+1,188% +$37.3K ﹤0.01% 200
2025
Q2 		$2.99K Sell
43
-86
-67% -$5.97K ﹤0.01% 283
2025
Q1 		$9.14K Buy
+129
New +$9.11K ﹤0.01% 259
2023
Q2 		– Sell
-4,837
Closed -$373K – 144
2023
Q1 		$373K Buy
4,837
+76
+2% +$5.84K 0.03% 94
2022
Q4 		$398K Buy
4,761
+236
+5% +$19.1K 0.03% 89
2022
Q3 		$355K Buy
4,525
+417
+10% +$35.4K 0.03% 93
2022
Q2 		$318K Buy
4,108
+322
+9% +$24.5K 0.02% 103
2022
Q1 		$321K Buy
3,786
+134
+4% +$10.7K 0.02% 111
2021
Q4 		$341K Buy
3,652
+623
+21% +$53.8K 0.02% 106
2021
Q3 		$238K Buy
3,029
+11
+0.4% +$887 0.02% 124
2021
Q2 		$221K Sell
3,018
-50
-2% -$3.75K 0.01% 138
2021
Q1 		$232K Buy
3,068
+31
+1% +$2.42K 0.02% 115
2020
Q4 		$234K Sell
3,037
-31
-1% -$2.32K 0.02% 102
2020
Q3 		$213K Buy
+3,068
New +$212K 0.02% 95
2020
Q1 		– Sell
-3,564
Closed -$216K – 93
2019
Q4 		$216K Sell
3,564
-40
-1% -$2.33K 0.06% 78
2019
Q3 		$210K Buy
+3,604
New +$195K 0.06% 79

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 $3.37T AUM 44.26% 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

Halbert Hargrove Global Advisors's NEE Position: Q2 2026 in Review

Halbert Hargrove Global Advisors increased its NextEra Energy (NEE) stake by 4.5% in Q2 2026, buying an estimated $2.08K and bringing the position to 533 shares worth $46.8K. The position accounts for ﹤0.01% of the portfolio, ranked #213.

Halbert Hargrove Global Advisors first reported a position in NEE in Q3 2019 and has held it in 19 quarters since. The position peaked at $398K in Q4 2022. 3,023 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Halbert Hargrove Global Advisors held 533 shares of NextEra Energy worth $46.8K as of Q2 2026.
  • Halbert Hargrove Global Advisors bought 23 NextEra Energy shares in Q2 2026, an estimated $2.08K.
  • NextEra Energy made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #213 holding.
  • Halbert Hargrove Global Advisors first reported a position in NextEra Energy in Q3 2019 and has held it in 19 quarters since.
  • Halbert Hargrove Global Advisors's NextEra Energy position peaked at $398K in Q4 2022.
  • 3,023 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.