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Henderson Brothers Financial Partners’s NextEra Energy NEE Stock Holding History

Henderson Brothers Financial Partners’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 		$202K Sell
2,300
-2,245
-49% -$203K 0.1% 74
2026
Q1 		$422K Buy
+4,545
New +$404K 0.11% 69

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JP Morgan Chase
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
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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

Henderson Brothers Financial Partners's NEE Position: Q2 2026 in Review

Henderson Brothers Financial Partners reduced its NextEra Energy (NEE) stake by 49% in Q2 2026, selling an estimated $203K and leaving 2,300 shares worth $202K. The position accounts for 0.1% of the portfolio, ranked #74.

Henderson Brothers Financial Partners first reported a position in NEE in Q1 2026 and has held it in 2 quarters since. The position peaked at $422K in Q1 2026. 3,019 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Henderson Brothers Financial Partners held 2,300 shares of NextEra Energy worth $202K as of Q2 2026.
  • Henderson Brothers Financial Partners sold 2,245 NextEra Energy shares in Q2 2026, an estimated $203K.
  • NextEra Energy made up 0.1% of Henderson Brothers Financial Partners's portfolio in Q2 2026, its #74 holding.
  • Henderson Brothers Financial Partners first reported a position in NextEra Energy in Q1 2026 and has held it in 2 quarters since.
  • Henderson Brothers Financial Partners's NextEra Energy position peaked at $422K in Q1 2026.
  • 3,019 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Henderson Brothers Financial Partners's 13F filing for Q2 2026, filed 13 Aug 2026.