Hayek Kallen Investment Management’s NextEra Energy NEE Stock Holding History

Hayek Kallen 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	$573K	Buy	6,523 +2,552	+64%	+$231K	0.17%	64
2026 Q1	$369K	Buy	+3,971	New	+$353K	0.12%	73
2025 Q4	–	Sell	-4,071	Closed	-$307K	–	146
2025 Q3	$307K	Hold	4,071	–	–	0.1%	84
2025 Q2	$283K	Buy	4,071 +300	+8%	+$20.8K	0.1%	85
2025 Q1	$267K	Hold	3,771	–	–	0.1%	84
2024 Q4	$270K	Sell	3,771 -764	-17%	-$59.4K	0.1%	82
2024 Q3	$383K	Hold	4,535	–	–	0.14%	72
2024 Q2	$321K	Hold	4,535	–	–	0.12%	77
2024 Q1	$290K	Hold	4,535	–	–	0.11%	77
2023 Q4	$275K	Hold	4,535	–	–	0.11%	72
2023 Q3	$260K	Sell	4,535 -70	-2%	-$4.85K	0.12%	74
2023 Q2	$342K	Sell	4,605 -66	-1%	-$5K	0.15%	68
2023 Q1	$360K	Hold	4,671	–	–	0.16%	65
2022 Q4	$390K	Sell	4,671 -600	-11%	-$48.5K	0.18%	64
2022 Q3	$413K	Sell	5,271 -116	-2%	-$9.84K	0.19%	65
2022 Q2	$417K	Sell	5,387 -145	-3%	-$11K	0.18%	67
2022 Q1	$469K	Hold	5,532	–	–	0.17%	69
2021 Q4	$516K	Sell	5,532 -754	-12%	-$65.2K	0.18%	67
2021 Q3	$494K	Hold	6,286	–	–	0.23%	57
2021 Q2	$461K	Hold	6,286	–	–	0.19%	60
2021 Q1	$475K	Hold	6,286	–	–	0.21%	58
2020 Q4	$485K	Sell	6,286 -170	-3%	-$12.7K	0.23%	56
2020 Q3	$448K	Hold	6,456	–	–	0.25%	52
2020 Q2	$388K	Sell	6,456 -680	-10%	-$40.7K	0.22%	55
2020 Q1	$429K	Hold	7,136	–	–	0.29%	53
2019 Q4	$432K	Sell	7,136 -80	-1%	-$4.67K	0.25%	54
2019 Q3	$420K	Hold	7,216	–	–	0.26%	55
2019 Q2	$370K	Hold	7,216	–	–	0.23%	53
2019 Q1	$349K	Hold	7,216	–	–	0.23%	53
2018 Q4	$314K	Hold	7,216	–	–	0.23%	54
2018 Q3	$302K	Hold	7,216	–	–	0.19%	54
2018 Q2	$301K	Hold	7,216	–	–	0.21%	54
2018 Q1	$295K	Hold	7,216	–	–	0.2%	53
2017 Q4	$281K	Hold	7,216	–	–	0.18%	54
2017 Q3	$264K	Sell	7,216 -800	-10%	-$29.3K	0.18%	55
2017 Q2	$281K	Buy	8,016 +800	+11%	+$27.3K	0.19%	53
2017 Q1	$232K	Hold	7,216	–	–	0.16%	57
2016 Q4	$216K	Hold	7,216	–	–	0.16%	57
2016 Q3	$221K	Hold	7,216	–	–	0.16%	54
2016 Q2	$235K	Hold	7,216	–	–	0.17%	53
2016 Q1	$213K	Buy	+7,216	New	+$203K	0.16%	51
2015 Q1	–	Sell	-9,232	Closed	-$245K	–	61
2014 Q4	$245K	Sell	9,232 -52	-0.6%	-$1.31K	0.18%	54
2014 Q3	$218K	Hold	9,284	–	–	0.17%	55
2014 Q2	$238K	Hold	9,284	–	–	0.18%	56
2014 Q1	$222K	Buy	+9,284	New	+$210K	0.18%	55

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

Hayek Kallen Investment Management's NEE Position: Q2 2026 in Review

Hayek Kallen Investment Management increased its NextEra Energy (NEE) stake by 64% in Q2 2026, buying an estimated $231K and bringing the position to 6,523 shares worth $573K. The position accounts for 0.17% of the portfolio, ranked #64.

Hayek Kallen Investment Management first reported a position in NEE in Q1 2014 and has held it in 45 quarters since. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Hayek Kallen Investment Management held 6,523 shares of NextEra Energy worth $573K as of Q2 2026.
Hayek Kallen Investment Management bought 2,552 NextEra Energy shares in Q2 2026, an estimated $231K.
NextEra Energy made up 0.17% of Hayek Kallen Investment Management's portfolio in Q2 2026, its #64 holding.
Hayek Kallen Investment Management first reported a position in NextEra Energy in Q1 2014 and has held it in 45 quarters since.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Hayek Kallen Investment Management's 13F filing for Q2 2026, filed 17 Aug 2026.