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HB Wealth Management’s NextEra Energy NEE Stock Holding History

HB Wealth 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 		$19.7M Buy
224,772
+4,012
+2% +$363K 0.11% 106
2026
Q1 		$20.5M Buy
220,760
+36
+0% +$3.2K 0.13% 86
2025
Q4 		$17.7M Sell
220,724
-305
-0.1% -$25.3K 0.11% 98
2025
Q3 		$16.7M Buy
221,029
+17,675
+9% +$1.29M 0.11% 97
2025
Q2 		$14.1M Sell
203,354
-6,498
-3% -$451K 0.11% 99
2025
Q1 		$14.9M Buy
209,852
+39,426
+23% +$2.78M 0.12% 93
2024
Q4 		$12.2M Buy
170,426
+5,174
+3% +$402K 0.12% 84
2024
Q3 		$14M Buy
165,252
+7,097
+4% +$554K 0.15% 77
2024
Q2 		$11.2M Buy
158,155
+22,329
+16% +$1.58M 0.13% 78
2024
Q1 		$8.68M Buy
135,826
+5,357
+4% +$314K 0.11% 95
2023
Q4 		$7.92M Sell
130,469
-1,886
-1% -$107K 0.11% 94
2023
Q3 		$7.58M Sell
132,355
-1,298
-1% -$89.9K 0.12% 89
2023
Q2 		$9.92M Buy
133,653
+7,880
+6% +$597K 0.16% 66
2023
Q1 		$9.69M Buy
125,773
+2,967
+2% +$228K 0.17% 67
2022
Q4 		$10.3M Buy
122,806
+9,538
+8% +$771K 0.19% 63
2022
Q3 		$8.88M Buy
113,268
+9,092
+9% +$771K 0.19% 59
2022
Q2 		$8.07M Buy
104,176
+13,349
+15% +$1.02M 0.17% 65
2022
Q1 		$7.69M Buy
90,827
+11,726
+15% +$940K 0.14% 72
2021
Q4 		$7.38M Buy
+79,101
New +$6.84M 0.15% 56

Other funds holding NEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HB Wealth Management's NEE Position: Q2 2026 in Review

HB Wealth Management increased its NextEra Energy (NEE) stake by 1.8% in Q2 2026, buying an estimated $363K and bringing the position to 224,772 shares worth $19.7M. The position accounts for 0.11% of the portfolio, ranked #106.

HB Wealth Management first reported a position in NEE in Q4 2021 and has held it in 19 quarters since. The position peaked at $20.5M in Q1 2026. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • HB Wealth Management held 224,772 shares of NextEra Energy worth $19.7M as of Q2 2026.
  • HB Wealth Management bought 4,012 NextEra Energy shares in Q2 2026, an estimated $363K.
  • NextEra Energy made up 0.11% of HB Wealth Management's portfolio in Q2 2026, its #106 holding.
  • HB Wealth Management first reported a position in NextEra Energy in Q4 2021 and has held it in 19 quarters since.
  • HB Wealth Management's NextEra Energy position peaked at $20.5M in Q1 2026.
  • 3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.