Hamilton Point Investment Advisors’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $9.14M | Buy |
104,157
+2,188
| +2% | +$198K | 1.29% | 24 |
|
|
2026
Q1 | $9.47M | Sell |
101,969
-273
| -0.3% | -$24.3K | 1.46% | 20 |
|
|
2025
Q4 | $8.21M | Buy |
102,242
+205
| +0.2% | +$17K | 1.25% | 23 |
|
|
2025
Q3 | $7.7M | Buy |
102,037
+516
| +0.5% | +$37.7K | 1.2% | 23 |
|
|
2025
Q2 | $7.05M | Sell |
101,521
-2,190
| -2% | -$152K | 1.16% | 28 |
|
|
2025
Q1 | $7.35M | Buy |
103,711
+1,157
| +1% | +$81.7K | 1.32% | 25 |
|
|
2024
Q4 | $7.35M | Buy |
102,554
+1,977
| +2% | +$154K | 1.3% | 26 |
|
|
2024
Q3 | $8.5M | Sell |
100,577
-656
| -0.6% | -$51.2K | 1.5% | 22 |
|
|
2024
Q2 | $7.17M | Buy |
101,233
+1,548
| +2% | +$110K | 1.36% | 26 |
|
|
2024
Q1 | $6.37M | Buy |
99,685
+15,462
| +18% | +$906K | 1.22% | 32 |
|
|
2023
Q4 | $5.12M | Sell |
84,223
-579
| -0.7% | -$33K | 1.02% | 40 |
|
|
2023
Q3 | $4.86M | Buy |
84,802
+24
| +0% | +$1.66K | 1.2% | 39 |
|
|
2023
Q2 | $6.29M | Sell |
84,778
-2,819
| -3% | -$213K | 1.5% | 25 |
|
|
2023
Q1 | $6.75M | Buy |
87,597
+1,327
| +2% | +$102K | 1.64% | 23 |
|
|
2022
Q4 | $7.21M | Buy |
86,270
+85
| +0.1% | +$6.87K | 1.99% | 18 |
|
|
2022
Q3 | $6.76M | Sell |
86,185
-77
| -0.1% | -$6.53K | 2.05% | 16 |
|
|
2022
Q2 | $6.68M | Buy |
86,262
+1,205
| +1% | +$91.7K | 1.94% | 19 |
|
|
2022
Q1 | $7.21M | Sell |
85,057
-81
| -0.1% | -$6.49K | 1.86% | 20 |
|
|
2021
Q4 | $7.95M | Buy |
85,138
+798
| +0.9% | +$69K | 1.89% | 22 |
|
|
2021
Q3 | $6.62M | Sell |
84,340
-481
| -0.6% | -$38.8K | 1.76% | 23 |
|
|
2021
Q2 | $6.22M | Sell |
84,821
-120
| -0.1% | -$9.01K | 1.68% | 28 |
|
|
2021
Q1 | $6.42M | Buy |
84,941
+879
| +1% | +$68.6K | 1.86% | 24 |
|
|
2020
Q4 | $6.49M | Sell |
84,062
-222
| -0.3% | -$16.6K | 2.04% | 21 |
|
|
2020
Q3 | $5.85M | Sell |
84,284
-40
| -0% | -$2.76K | 2.06% | 19 |
|
|
2020
Q2 | $5.06M | Buy |
84,324
+1,692
| +2% | +$101K | 1.95% | 26 |
|
|
2020
Q1 | $4.97M | Buy |
82,632
+2,544
| +3% | +$160K | 2.31% | 13 |
|
|
2019
Q4 | $4.85M | Buy |
80,088
+512
| +0.6% | +$29.9K | 1.84% | 24 |
|
|
2019
Q3 | $4.63M | Buy |
79,576
+3,104
| +4% | +$168K | 1.89% | 24 |
|
|
2019
Q2 | $3.92M | Buy |
76,472
+740
| +1% | +$36.4K | 1.67% | 28 |
|
|
2019
Q1 | $3.66M | Sell |
75,732
-36
| -0% | -$1.65K | 1.63% | 30 |
|
|
2018
Q4 | $3.29M | Buy |
75,768
+1,148
| +2% | +$50.2K | 1.67% | 28 |
|
|
2018
Q3 | $3.13M | Buy |
74,620
+316
| +0.4% | +$13.5K | 1.46% | 30 |
|
|
2018
Q2 | $3.1M | Buy |
74,304
+2,056
| +3% | +$83K | 1.54% | 30 |
|
|
2018
Q1 | $2.95M | Buy |
72,248
+2,396
| +3% | +$92.4K | 1.5% | 32 |
|
|
2017
Q4 | $2.73M | Buy |
69,852
+2,896
| +4% | +$112K | 1.43% | 32 |
|
|
2017
Q3 | $2.45M | Buy |
66,956
+544
| +0.8% | +$19.9K | 1.33% | 34 |
|
|
2017
Q2 | $2.33M | Buy |
66,412
+60
| +0.1% | +$2.05K | 1.31% | 35 |
|
|
2017
Q1 | $2.13M | Sell |
66,352
-1,088
| -2% | -$34.2K | 1.21% | 37 |
|
|
2016
Q4 | $2.01M | Buy |
67,440
+580
| +0.9% | +$17.3K | 1.24% | 39 |
|
|
2016
Q3 | $2.04M | Buy |
66,860
+2,416
| +4% | +$76.1K | 1.29% | 36 |
|
|
2016
Q2 | $2.1M | Buy |
64,444
+3,140
| +5% | +$94.3K | 1.37% | 33 |
|
|
2016
Q1 | $1.81M | Buy |
61,304
+4
| +0% | +$112 | 1.21% | 40 |
|
|
2015
Q4 | $1.59M | Buy |
61,300
+6,068
| +11% | +$154K | 1.1% | 45 |
|
|
2015
Q3 | $1.35M | Buy |
55,232
+3,080
| +6% | +$78.3K | 1.06% | 45 |
|
|
2015
Q2 | $1.28M | Buy |
52,152
+500
| +1% | +$12.7K | 1.04% | 44 |
|
|
2015
Q1 | $1.34M | Sell |
51,652
-940
| -2% | -$24.8K | 1.11% | 41 |
|
|
2014
Q4 | $1.4M | Buy |
52,592
+1,952
| +4% | +$49.3K | 1.2% | 40 |
|
|
2014
Q3 | $1.19M | Buy |
50,640
+980
| +2% | +$23.7K | 1.11% | 46 |
|
|
2014
Q2 | $1.27M | Sell |
49,660
-120
| -0.2% | -$2.92K | 1.18% | 43 |
|
|
2014
Q1 | $1.19M | Buy |
49,780
+2,368
| +5% | +$53.7K | 1.11% | 47 |
|
|
2013
Q4 | $1.01M | Buy |
+47,412
| New | +$1,000K | 1.01% | 49 |
|
Other funds holding NEE
Hamilton Point Investment Advisors's NEE Position: Q2 2026 in Review
Hamilton Point Investment Advisors increased its NextEra Energy (NEE) stake by 2.1% in Q2 2026, buying an estimated $198K and bringing the position to 104,157 shares worth $9.14M. The position accounts for 1.29% of the portfolio, ranked #24.
Hamilton Point Investment Advisors first reported a position in NEE in Q4 2013 and has held it in 51 quarters since. The position peaked at $9.47M in Q1 2026. 3,023 funds tracked by Wall St. Rank hold NEE as of Q2 2026.
- Hamilton Point Investment Advisors held 104,157 shares of NextEra Energy worth $9.14M as of Q2 2026.
- Hamilton Point Investment Advisors bought 2,188 NextEra Energy shares in Q2 2026, an estimated $198K.
- NextEra Energy made up 1.29% of Hamilton Point Investment Advisors's portfolio in Q2 2026, its #24 holding.
- Hamilton Point Investment Advisors first reported a position in NextEra Energy in Q4 2013 and has held it in 51 quarters since.
- Hamilton Point Investment Advisors's NextEra Energy position peaked at $9.47M in Q1 2026.
- 3,023 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.
Based on Hamilton Point Investment Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.