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HFM Investment Advisors’s NextEra Energy NEE Stock Holding History

HFM Investment 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 		$12.8K Sell
146
-200
-58% -$18.1K ﹤0.01% 106
2026
Q1 		$32.1K Sell
346
-67
-16% -$5.96K 0.01% 66
2025
Q4 		$33.2K Buy
413
+310
+301% +$25.7K 0.01% 67
2025
Q3 		$7.78K Sell
103
-1
-1% -$73 ﹤0.01% 99
2025
Q2 		$7.22K Buy
104
+7
+7% +$486 ﹤0.01% 100
2025
Q1 		$6.88K Buy
+97
New +$6.85K ﹤0.01% 95

Other funds holding NEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

HFM Investment Advisors's NEE Position: Q2 2026 in Review

HFM Investment Advisors reduced its NextEra Energy (NEE) stake by 58% in Q2 2026, selling an estimated $18.1K and leaving 146 shares worth $12.8K. The position accounts for ﹤0.01% of the portfolio, ranked #106.

HFM Investment Advisors first reported a position in NEE in Q1 2025 and has held it in 6 quarters since. The position peaked at $33.2K in Q4 2025. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • HFM Investment Advisors held 146 shares of NextEra Energy worth $12.8K as of Q2 2026.
  • HFM Investment Advisors sold 200 NextEra Energy shares in Q2 2026, an estimated $18.1K.
  • NextEra Energy made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #106 holding.
  • HFM Investment Advisors first reported a position in NextEra Energy in Q1 2025 and has held it in 6 quarters since.
  • HFM Investment Advisors's NextEra Energy position peaked at $33.2K in Q4 2025.
  • 3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.