Hamilton Capital’s NextEra Energy NEE Stock Holding History

Hamilton Capital’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	$249K	Buy	2,841 +81	+3%	+$7.33K	0.01%	131
2026 Q1	$256K	Buy	2,760 +201	+8%	+$17.9K	0.01%	123
2025 Q4	$205K	Buy	+2,559	New	+$212K	0.01%	152
2024 Q2	–	Sell	-3,194	Closed	-$204K	–	143
2024 Q1	$204K	Buy	+3,194	New	+$187K	0.02%	134
2023 Q3	–	Sell	-3,418	Closed	-$254K	–	131
2023 Q2	$254K	Sell	3,418 -752	-18%	-$56.9K	0.02%	90
2023 Q1	$321K	Sell	4,170 -4,966	-54%	-$382K	0.02%	76
2022 Q4	$764K	Buy	9,136 +4,126	+82%	+$333K	0.05%	42
2022 Q3	$393K	Sell	5,010 -850	-15%	-$72.1K	0.03%	47
2022 Q2	$454K	Sell	5,860 -36	-0.6%	-$2.74K	0.03%	46
2022 Q1	$499K	Sell	5,896 -4,727	-44%	-$379K	0.03%	49
2021 Q4	$992K	Buy	10,623 +7,540	+245%	+$652K	0.08%	37
2021 Q3	$242K	Buy	+3,083	New	+$249K	0.02%	77

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

Hamilton Capital's NEE Position: Q2 2026 in Review

Hamilton Capital increased its NextEra Energy (NEE) stake by 2.9% in Q2 2026, buying an estimated $7.33K and bringing the position to 2,841 shares worth $249K. The position accounts for 0.01% of the portfolio, ranked #131.

Hamilton Capital first reported a position in NEE in Q3 2021 and has held it in 12 quarters since. The position peaked at $992K in Q4 2021. 3,023 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Hamilton Capital held 2,841 shares of NextEra Energy worth $249K as of Q2 2026.
Hamilton Capital bought 81 NextEra Energy shares in Q2 2026, an estimated $7.33K.
NextEra Energy made up 0.01% of Hamilton Capital's portfolio in Q2 2026, its #131 holding.
Hamilton Capital first reported a position in NextEra Energy in Q3 2021 and has held it in 12 quarters since.
Hamilton Capital's NextEra Energy position peaked at $992K in Q4 2021.
3,023 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Hamilton Capital's 13F filing for Q2 2026, filed 17 Aug 2026.