Hanlon Investment Management’s NextEra Energy NEE Stock Holding History

Hanlon Investment 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	$713K	Buy	8,128 +1,617	+25%	+$146K	0.38%	90
2026 Q1	$605K	Buy	6,511 +3,076	+90%	+$273K	0.33%	107
2025 Q4	$276K	Buy	3,435 +715	+26%	+$59.2K	0.15%	177
2025 Q3	$205K	Buy	+2,720	New	+$199K	0.12%	183
2023 Q1	–	Sell	-14,670	Closed	-$1.23M	–	143
2022 Q4	$1.23M	Buy	14,670 +319	+2%	+$25.8K	0.42%	52
2022 Q3	$1.13M	Buy	+14,351	New	+$1.22M	0.42%	48
2021 Q1	–	Sell	-9,204	Closed	-$710K	–	142
2020 Q4	$710K	Buy	9,204 +2,264	+33%	+$169K	0.15%	70
2020 Q3	$482K	Buy	6,940 +3,376	+95%	+$233K	0.15%	69
2020 Q2	$214K	Buy	+3,564	New	+$213K	0.06%	100
2016 Q3	–	Sell	-174,748	Closed	-$5.7M	–	91
2016 Q2	$5.7M	Buy	174,748 +30,000	+21%	+$901K	0.49%	19
2016 Q1	$4.28M	Buy	+144,748	New	+$4.06M	0.39%	29

Other funds holding NEE

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Hanlon Investment Management's NEE Position: Q2 2026 in Review

Hanlon Investment Management increased its NextEra Energy (NEE) stake by 25% in Q2 2026, buying an estimated $146K and bringing the position to 8,128 shares worth $713K. The position accounts for 0.38% of the portfolio, ranked #90.

Hanlon Investment Management first reported a position in NEE in Q1 2016 and has held it in 11 quarters since. The position peaked at $5.7M in Q2 2016. 1,458 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Hanlon Investment Management held 8,128 shares of NextEra Energy worth $713K as of Q2 2026.
Hanlon Investment Management bought 1,617 NextEra Energy shares in Q2 2026, an estimated $146K.
NextEra Energy made up 0.38% of Hanlon Investment Management's portfolio in Q2 2026, its #90 holding.
Hanlon Investment Management first reported a position in NextEra Energy in Q1 2016 and has held it in 11 quarters since.
Hanlon Investment Management's NextEra Energy position peaked at $5.7M in Q2 2016.
1,458 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Hanlon Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.