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HCR Wealth Advisors’s NextEra Energy NEE Stock Holding History

HCR Wealth Advisors’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 		$3.17M Sell
36,143
-1,015
-3% -$91.8K 0.28% 56
2026
Q1 		$3.45M Sell
37,158
-2,328
-6% -$207K 0.36% 52
2025
Q4 		$3.17M Hold
39,486
– – 0.31% 53
2025
Q3 		$3.09M Sell
39,486
-525
-1% -$38.4K 0.32% 53
2025
Q2 		$2.78M Sell
40,011
-343
-0.8% -$23.8K 0.33% 54
2025
Q1 		$2.86M Sell
40,354
-62
-0.2% -$4.38K 0.37% 48
2024
Q4 		$2.9M Sell
40,416
-327
-0.8% -$25.4K 0.36% 45
2024
Q3 		$3.44M Buy
40,743
+106
+0.3% +$8.27K 0.45% 38
2024
Q2 		$2.88M Buy
40,637
+1,754
+5% +$124K 0.41% 40
2024
Q1 		$2.49M Sell
38,883
-285
-0.7% -$16.7K 0.38% 44
2023
Q4 		$2.38M Buy
39,168
+2,656
+7% +$151K 0.38% 47
2023
Q3 		$2.09M Sell
36,512
-10,593
-22% -$733K 0.46% 38
2023
Q2 		$3.5M Buy
47,105
+454
+1% +$34.4K 0.65% 30
2023
Q1 		$3.6M Sell
46,651
-798
-2% -$61.4K 0.71% 28
2022
Q4 		$3.97M Buy
47,449
+60
+0.1% +$4.85K 0.83% 22
2022
Q3 		$3.72M Sell
47,389
-1,682
-3% -$143K 0.79% 24
2022
Q2 		$3.8M Sell
49,071
-750
-2% -$57.1K 0.76% 23
2022
Q1 		$4.22M Buy
49,821
+436
+0.9% +$34.9K 0.69% 28
2021
Q4 		$4.61M Sell
49,385
-1,025
-2% -$88.6K 0.71% 26
2021
Q3 		$3.96M Sell
50,410
-232
-0.5% -$18.7K 0.66% 24
2021
Q2 		$3.71M Sell
50,642
-884
-2% -$66.3K 0.64% 27
2021
Q1 		$3.9M Sell
51,526
-4,201
-8% -$328K 0.77% 23
2020
Q4 		$4.3M Sell
55,727
-14,841
-21% -$1.11M 0.9% 18
2020
Q3 		$4.72M Buy
70,568
+2,472
+4% +$171K 1.08% 16
2020
Q2 		$4.19M Buy
68,096
+1,648
+2% +$98.6K 0.98% 16
2020
Q1 		$4M Buy
66,448
+176
+0.3% +$11.1K 1.14% 13
2019
Q4 		$4.01M Buy
66,272
+5,812
+10% +$339K 0.97% 16
2019
Q3 		$3.52M Sell
60,460
-3,812
-6% -$206K 1.17% 15
2019
Q2 		$3.29M Buy
+64,272
New +$3.16M 0.94% 22

Other funds holding NEE

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HCR Wealth Advisors's NEE Position: Q2 2026 in Review

HCR Wealth Advisors reduced its NextEra Energy (NEE) stake by 2.7% in Q2 2026, selling an estimated $91.8K and leaving 36,143 shares worth $3.17M. The position accounts for 0.28% of the portfolio, ranked #56.

HCR Wealth Advisors first reported a position in NEE in Q2 2019 and has held it in 29 quarters since. The position peaked at $4.72M in Q3 2020. 815 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • HCR Wealth Advisors held 36,143 shares of NextEra Energy worth $3.17M as of Q2 2026.
  • HCR Wealth Advisors sold 1,015 NextEra Energy shares in Q2 2026, an estimated $91.8K.
  • NextEra Energy made up 0.28% of HCR Wealth Advisors's portfolio in Q2 2026, its #56 holding.
  • HCR Wealth Advisors first reported a position in NextEra Energy in Q2 2019 and has held it in 29 quarters since.
  • HCR Wealth Advisors's NextEra Energy position peaked at $4.72M in Q3 2020.
  • 815 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.