Hennessy Advisors Inc’s NextEra Energy NEE Stock Holding History

Hennessy Advisors Inc’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	$717K	Sell	8,172 -2,898	-26%	-$262K	0.02%	286
2026 Q1	$1.03M	Buy	11,070 +4,500	+68%	+$400K	0.04%	248
2025 Q4	$527K	Hold	6,570	–	–	0.02%	266
2025 Q3	$496K	Sell	6,570 -4,000	-38%	-$292K	0.02%	266
2025 Q2	$734K	Hold	10,570	–	–	0.02%	262
2025 Q1	$749K	Buy	10,570 +2,000	+23%	+$141K	0.02%	266
2024 Q4	$614K	Hold	8,570	–	–	0.02%	282
2024 Q3	$724K	Sell	8,570 -2,000	-19%	-$156K	0.02%	273
2024 Q2	$748K	Sell	10,570 -1,000	-9%	-$71K	0.03%	269
2024 Q1	$739K	Sell	11,570 -1,000	-8%	-$58.6K	0.03%	266
2023 Q4	$764K	Hold	12,570	–	–	0.04%	266
2023 Q3	$720K	Buy	12,570 +7,800	+164%	+$540K	0.05%	209
2023 Q2	$354K	Hold	4,770	–	–	0.03%	222
2023 Q1	$368K	Hold	4,770	–	–	0.03%	225
2022 Q4	$399K	Hold	4,770	–	–	0.03%	258
2022 Q3	$374K	Hold	4,770	–	–	0.03%	266
2022 Q2	$369K	Hold	4,770	–	–	0.02%	276
2022 Q1	$404K	Buy	+4,770	New	+$382K	0.02%	287

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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

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

Hennessy Advisors Inc's NEE Position: Q2 2026 in Review

Hennessy Advisors Inc reduced its NextEra Energy (NEE) stake by 26% in Q2 2026, selling an estimated $262K and leaving 8,172 shares worth $717K. The position accounts for 0.02% of the portfolio, ranked #286.

Hennessy Advisors Inc first reported a position in NEE in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.03M in Q1 2026. 982 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Hennessy Advisors Inc held 8,172 shares of NextEra Energy worth $717K as of Q2 2026.
Hennessy Advisors Inc sold 2,898 NextEra Energy shares in Q2 2026, an estimated $262K.
NextEra Energy made up 0.02% of Hennessy Advisors Inc's portfolio in Q2 2026, its #286 holding.
Hennessy Advisors Inc first reported a position in NextEra Energy in Q1 2022 and has held it in 18 quarters since.
Hennessy Advisors Inc's NextEra Energy position peaked at $1.03M in Q1 2026.
982 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Hennessy Advisors Inc's 13F filing for Q2 2026, filed 16 Jul 2026.