Hemington Wealth Management’s NextEra Energy NEE Stock Holding History

Hemington 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
2025 Q3	$926K	Buy	12,274 +26	+0.2%	+$1.9K	0.12%	56
2025 Q2	$850K	Buy	12,248 +16	+0.1%	+$1.11K	0.12%	57
2025 Q1	$867K	Buy	12,232 +214	+2%	+$15.1K	0.13%	54
2024 Q4	$861K	Sell	12,018 -410	-3%	-$31.9K	0.22%	53
2024 Q3	$984K	Sell	12,428 -519	-4%	-$40.5K	0.27%	48
2024 Q2	$916K	Buy	12,947 +109	+0.8%	+$7.73K	0.31%	44
2024 Q1	$821K	Hold	12,838	–	–	0.3%	52
2023 Q4	$780K	Sell	12,838 -6,229	-33%	-$355K	0.3%	49
2023 Q3	$1.09M	Sell	19,067 -12,906	-40%	-$893K	0.52%	29
2023 Q2	$2.37M	Sell	31,973 -82	-0.3%	-$6.21K	0.96%	19
2023 Q1	$2.47M	Sell	32,055 -45	-0.1%	-$3.46K	1%	17
2022 Q4	$2.68M	Buy	32,100 +99	+0.3%	+$8K	1.15%	17
2022 Q3	$2.51M	Sell	32,001 -318	-1%	-$27K	1.1%	16
2022 Q2	$2.5M	Sell	32,319 -19	-0.1%	-$1.45K	0.99%	16
2022 Q1	$2.74M	Sell	32,338 -702	-2%	-$56.3K	0.92%	16
2021 Q4	$2.55M	Buy	33,040 +1,053	+3%	+$91K	1.18%	12
2021 Q3	$2.51M	Buy	31,987 +47	+0.1%	+$3.79K	0.92%	16
2021 Q2	$2.34M	Sell	31,940 -51	-0.2%	-$3.83K	1%	14
2021 Q1	$2.42M	Sell	31,991 -1,049	-3%	-$81.9K	1.03%	15
2020 Q4	$2.55M	Buy	+33,040	New	+$2.47M	1.18%	12

Other funds holding NEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Hemington Wealth Management's NEE Position: Q3 2025 in Review

Hemington Wealth Management increased its NextEra Energy (NEE) stake by 0.21% in Q3 2025, buying an estimated $1.9K and bringing the position to 12,274 shares worth $926K. The position accounts for 0.12% of the portfolio, ranked #56.

Hemington Wealth Management first reported a position in NEE in Q4 2020 and has held it in 20 quarters since. The position peaked at $2.74M in Q1 2022. 2,749 funds tracked by Wall St. Rank hold NEE as of Q3 2025.

Hemington Wealth Management held 12,274 shares of NextEra Energy worth $926K as of Q3 2025.
Hemington Wealth Management bought 26 NextEra Energy shares in Q3 2025, an estimated $1.9K.
NextEra Energy made up 0.12% of Hemington Wealth Management's portfolio in Q3 2025, its #56 holding.
Hemington Wealth Management first reported a position in NextEra Energy in Q4 2020 and has held it in 20 quarters since.
Hemington Wealth Management's NextEra Energy position peaked at $2.74M in Q1 2022.
2,749 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.