HBW Advisory Services’s NextEra Energy NEE Stock Holding History

HBW Advisory Services’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	$1.04M	Buy	11,892 +349	+3%	+$31.6K	0.09%	192
2026 Q1	$1.07M	Sell	11,543 -446	-4%	-$39.7K	0.11%	183
2025 Q4	$963K	Sell	11,989 -2,814	-19%	-$233K	0.1%	188
2025 Q3	$1.12M	Sell	14,803 -229	-2%	-$16.7K	0.13%	164
2025 Q2	$1.04M	Buy	15,032 +4,137	+38%	+$287K	0.13%	165
2025 Q1	$772K	Buy	10,895 +1,588	+17%	+$112K	0.11%	165
2024 Q4	$667K	Buy	9,307 +58	+0.6%	+$4.51K	0.07%	173
2024 Q3	$782K	Buy	+9,249	New	+$722K	0.11%	159

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

HBW Advisory Services's NEE Position: Q2 2026 in Review

HBW Advisory Services increased its NextEra Energy (NEE) stake by 3% in Q2 2026, buying an estimated $31.6K and bringing the position to 11,892 shares worth $1.04M. The position accounts for 0.09% of the portfolio, ranked #192.

HBW Advisory Services first reported a position in NEE in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.12M in Q3 2025. 1,451 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

HBW Advisory Services held 11,892 shares of NextEra Energy worth $1.04M as of Q2 2026.
HBW Advisory Services bought 349 NextEra Energy shares in Q2 2026, an estimated $31.6K.
NextEra Energy made up 0.09% of HBW Advisory Services's portfolio in Q2 2026, its #192 holding.
HBW Advisory Services first reported a position in NextEra Energy in Q3 2024 and has held it in 8 quarters since.
HBW Advisory Services's NextEra Energy position peaked at $1.12M in Q3 2025.
1,451 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on HBW Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.