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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Franklin Resources San Mateo, California $408B AUM 30.18% 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

HFM Investment Advisors's NEE Position: Q1 2026 in Review

HFM Investment Advisors reduced its NextEra Energy (NEE) stake by 16% in Q1 2026, selling an estimated $5.96K and leaving 346 shares worth $32.1K. The position accounts for 0.01% of the portfolio, ranked #66.

HFM Investment Advisors first reported a position in NEE in Q1 2025 and has held it in 5 quarters since. The position peaked at $33.2K in Q4 2025. 3,028 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

HFM Investment Advisors held 346 shares of NextEra Energy worth $32.1K as of Q1 2026.
HFM Investment Advisors sold 67 NextEra Energy shares in Q1 2026, an estimated $5.96K.
NextEra Energy made up 0.01% of HFM Investment Advisors's portfolio in Q1 2026, its #66 holding.
HFM Investment Advisors first reported a position in NextEra Energy in Q1 2025 and has held it in 5 quarters since.
HFM Investment Advisors's NextEra Energy position peaked at $33.2K in Q4 2025.
3,028 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on HFM Investment Advisors's 13F filing for Q1 2026, filed 1 May 2026.