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Hennion & Walsh Asset Management’s NextEra Energy NEE Stock Holding History

Hennion & Walsh Asset 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
2026
Q2 		$6.85M Sell
78,023
-12,720
-14% -$1.15M 0.2% 117
2026
Q1 		$8.43M Sell
90,743
-5,512
-6% -$490K 0.28% 70
2025
Q4 		$7.73M Buy
96,255
+18,595
+24% +$1.54M 0.27% 74
2025
Q3 		$5.86M Buy
77,660
+19,654
+34% +$1.44M 0.21% 105
2025
Q2 		$4.03M Buy
58,006
+17,712
+44% +$1.23M 0.16% 148
2025
Q1 		$2.86M Buy
40,294
+19,937
+98% +$1.41M 0.13% 204
2024
Q4 		$1.46M Buy
20,357
+12,339
+154% +$959K 0.07% 368
2024
Q3 		$678K Sell
8,018
-5,728
-42% -$447K 0.03% 545
2024
Q2 		$973K Sell
13,746
-11,557
-46% -$820K 0.05% 426
2024
Q1 		$1.62M Sell
25,303
-6,724
-21% -$394K 0.09% 302
2023
Q4 		$1.95M Sell
32,027
-16,196
-34% -$923K 0.11% 244
2023
Q3 		$2.76M Sell
48,223
-870
-2% -$60.2K 0.18% 151
2023
Q2 		$3.64M Sell
49,093
-6,845
-12% -$518K 0.22% 114
2023
Q1 		$4.31M Sell
55,938
-3,910
-7% -$301K 0.26% 93
2022
Q4 		$5M Buy
59,848
+1,000
+2% +$80.8K 0.31% 77
2022
Q3 		$4.61M Sell
58,848
-14,370
-20% -$1.22M 0.3% 76
2022
Q2 		$5.67M Buy
73,218
+4,947
+7% +$377K 0.35% 68
2022
Q1 		$5.78M Sell
68,271
-3,034
-4% -$243K 0.31% 81
2021
Q4 		$6.66M Buy
71,305
+3,440
+5% +$297K 0.33% 81
2021
Q3 		$5.33M Sell
67,865
-14,407
-18% -$1.16M 0.28% 94
2021
Q2 		$6.03M Sell
82,272
-3,373
-4% -$253K 0.32% 71
2021
Q1 		$6.48M Buy
+85,645
New +$6.68M 0.39% 58

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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Hennion & Walsh Asset Management's NEE Position: Q2 2026 in Review

Hennion & Walsh Asset Management reduced its NextEra Energy (NEE) stake by 14% in Q2 2026, selling an estimated $1.15M and leaving 78,023 shares worth $6.85M. The position accounts for 0.2% of the portfolio, ranked #117.

Hennion & Walsh Asset Management first reported a position in NEE in Q1 2021 and has held it in 22 quarters since. The position peaked at $8.43M in Q1 2026. 1,177 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Hennion & Walsh Asset Management held 78,023 shares of NextEra Energy worth $6.85M as of Q2 2026.
  • Hennion & Walsh Asset Management sold 12,720 NextEra Energy shares in Q2 2026, an estimated $1.15M.
  • NextEra Energy made up 0.2% of Hennion & Walsh Asset Management's portfolio in Q2 2026, its #117 holding.
  • Hennion & Walsh Asset Management first reported a position in NextEra Energy in Q1 2021 and has held it in 22 quarters since.
  • Hennion & Walsh Asset Management's NextEra Energy position peaked at $8.43M in Q1 2026.
  • 1,177 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.