Hartline Investment Corp’s NextEra Energy NEE Stock Holding History

Hartline Investment Corp’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 Q1	$6.49M	Buy	69,876 +1,091	+2%	+$97K	0.71%	29
2025 Q4	$5.52M	Buy	68,785 +1,130	+2%	+$93.6K	0.6%	33
2025 Q3	$5.11M	Buy	67,655 +1,100	+2%	+$80.4K	0.53%	38
2025 Q2	$4.62M	Buy	66,555 +32,094	+93%	+$2.23M	0.52%	38
2025 Q1	$2.44M	Buy	34,461 +17,911	+108%	+$1.26M	0.33%	40
2024 Q4	$1.19M	Sell	16,550 -1,874	-10%	-$146K	0.14%	59
2024 Q3	$1.56M	Buy	18,424 +4,548	+33%	+$355K	0.19%	53
2024 Q2	$983K	Sell	13,876 -11,176	-45%	-$793K	0.13%	57
2024 Q1	$1.6M	Buy	25,052 +11,059	+79%	+$648K	0.28%	78
2023 Q4	$850K	Sell	13,993 -4,864	-26%	-$277K	0.14%	67
2023 Q3	$1.08M	Sell	18,857 -700	-4%	-$48.5K	0.19%	57
2023 Q2	$1.45M	Buy	19,557 +779	+4%	+$59K	0.25%	50
2023 Q1	$1.45M	Sell	18,778 -575	-3%	-$44.2K	0.29%	49
2022 Q4	$1.62M	Buy	+19,353	New	+$1.56M	0.37%	46
2022 Q3	–	Sell	-17,884	Closed	-$1.38M	–	194
2022 Q2	$1.38M	Sell	17,884 -896	-5%	-$68.2K	0.2%	63
2022 Q1	$1.38M	Buy	18,780 +100	+0.5%	+$8.01K	0.17%	70
2021 Q4	$1.74M	Hold	18,680	–	–	0.24%	55
2021 Q3	$1.47M	Sell	18,680 -100	-0.5%	-$8.06K	0.2%	66
2021 Q2	$1.38M	Buy	18,780 +896	+5%	+$67.2K	0.17%	70
2021 Q1	$1.35M	Hold	17,884	–	–	0.21%	63
2020 Q4	$1.38M	Buy	17,884 +3,036	+20%	+$227K	0.2%	63
2020 Q3	$1.03M	Sell	14,848 -60	-0.4%	-$4.14K	0.17%	65
2020 Q2	$895K	Hold	14,908	–	–	0.19%	63
2020 Q1	$897K	Sell	14,908 -3,580	-19%	-$225K	0.22%	56
2019 Q4	$1.12M	Buy	18,488 +1,080	+6%	+$63.1K	0.24%	65
2019 Q3	$1.01M	Hold	17,408	–	–	0.24%	68
2019 Q2	$892K	Sell	17,408 -80	-0.5%	-$3.94K	0.21%	71
2019 Q1	$845K	Sell	17,488 -160	-0.9%	-$7.32K	0.22%	68
2018 Q4	$767K	Hold	17,648	–	–	0.23%	71
2018 Q3	$739K	Hold	17,648	–	–	0.17%	76
2018 Q2	$737K	Hold	17,648	–	–	0.2%	72
2018 Q1	$721K	Hold	17,648	–	–	0.2%	74
2017 Q4	$689K	Hold	17,648	–	–	0.19%	76
2017 Q3	$647K	Hold	17,648	–	–	0.2%	80
2017 Q2	$618K	Hold	17,648	–	–	0.2%	80
2017 Q1	$566K	Hold	17,648	–	–	0.18%	85
2016 Q4	$527K	Hold	17,648	–	–	0.18%	83
2016 Q3	$540K	Hold	17,648	–	–	0.19%	78
2016 Q2	$575K	Hold	17,648	–	–	0.21%	77
2016 Q1	$522K	Sell	17,648 -200	-1%	-$5.61K	0.19%	80
2015 Q4	$464K	Hold	17,848	–	–	0.17%	78
2015 Q3	$435K	Hold	17,848	–	–	0.16%	81
2015 Q2	$437K	Hold	17,848	–	–	0.15%	80
2015 Q1	$464K	Hold	17,848	–	–	0.15%	78
2014 Q4	$474K	Hold	17,848	–	–	0.16%	78
2014 Q3	$419K	Hold	17,848	–	–	0.15%	82
2014 Q2	$457K	Hold	17,848	–	–	0.16%	79
2014 Q1	$427K	Sell	17,848 -1,200	-6%	-$27.2K	0.15%	80
2013 Q4	$408K	Hold	19,048	–	–	0.14%	78
2013 Q3	$382K	Hold	19,048	–	–	0.15%	78
2013 Q2	$388K	Buy	+19,048	New	+$378K	0.16%	80

Other funds holding NEE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Hartline Investment Corp's NEE Position: Q1 2026 in Review

Hartline Investment Corp increased its NextEra Energy (NEE) stake by 1.6% in Q1 2026, buying an estimated $97K and bringing the position to 69,876 shares worth $6.49M. The position accounts for 0.71% of the portfolio, ranked #29.

Hartline Investment Corp first reported a position in NEE in Q2 2013 and has held it in 51 quarters since. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Hartline Investment Corp held 69,876 shares of NextEra Energy worth $6.49M as of Q1 2026.
Hartline Investment Corp bought 1,091 NextEra Energy shares in Q1 2026, an estimated $97K.
NextEra Energy made up 0.71% of Hartline Investment Corp's portfolio in Q1 2026, its #29 holding.
Hartline Investment Corp first reported a position in NextEra Energy in Q2 2013 and has held it in 51 quarters since.
3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Hartline Investment Corp's 13F filing for Q1 2026, filed 29 Apr 2026.