HWM
NEE icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

HB Wealth Management's NEE Position: Q1 2026 in Review

HB Wealth Management increased its NextEra Energy (NEE) stake by 0.02% in Q1 2026, buying an estimated $3.2K and bringing the position to 220,760 shares worth $20.5M. The position accounts for 0.13% of the portfolio, ranked #86.

HB Wealth Management first reported a position in NEE in Q4 2021 and has held it in 18 quarters since. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • HB Wealth Management held 220,760 shares of NextEra Energy worth $20.5M as of Q1 2026.
  • HB Wealth Management bought 36 NextEra Energy shares in Q1 2026, an estimated $3.2K.
  • NextEra Energy made up 0.13% of HB Wealth Management's portfolio in Q1 2026, its #86 holding.
  • HB Wealth Management first reported a position in NextEra Energy in Q4 2021 and has held it in 18 quarters since.
  • 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.