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HFR Wealth Management’s NextEra Energy NEE Stock Holding History

HFR Wealth 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 		$11.4M Sell
130,427
-1,153
-0.9% -$104K 2.79% 20
2026
Q1 		$12.2M Sell
131,580
-2,190
-2% -$195K 3% 17
2025
Q4 		$10.7M Buy
133,770
+1,168
+0.9% +$96.7K 2.54% 24
2025
Q3 		$10M Buy
132,602
+1,731
+1% +$126K 2.29% 27
2025
Q2 		$9.09M Buy
130,871
+2,210
+2% +$154K 2.19% 27
2025
Q1 		$9.12M Buy
128,661
+1,021
+0.8% +$72.1K 2.22% 26
2024
Q4 		$9.15M Buy
127,640
+1,799
+1% +$140K 2.26% 26
2024
Q3 		$10.6M Buy
125,841
+1,734
+1% +$135K 2.58% 25
2024
Q2 		$8.79M Buy
124,107
+1,063
+0.9% +$75.4K 2.24% 25
2024
Q1 		$7.86M Buy
123,044
+2,762
+2% +$162K 1.99% 33
2023
Q4 		$7.31M Buy
120,282
+1,883
+2% +$107K 1.98% 33
2023
Q3 		$6.78M Buy
118,399
+229
+0.2% +$15.9K 1.99% 34
2023
Q2 		$8.77M Buy
118,170
+320
+0.3% +$24.2K 2.44% 24
2023
Q1 		$9.08M Buy
117,850
+627
+0.5% +$48.2K 2.58% 21
2022
Q4 		$9.8M Buy
117,223
+321
+0.3% +$25.9K 2.84% 13
2022
Q3 		$9.17M Sell
116,902
-1,701
-1% -$144K 2.99% 13
2022
Q2 		$9.19M Buy
118,603
+1,772
+2% +$135K 2.77% 16
2022
Q1 		$9.9M Buy
116,831
+1,124
+1% +$90.1K 2.62% 17
2021
Q4 		$10.8M Buy
115,707
+2,124
+2% +$184K 2.71% 15
2021
Q3 		$8.92M Buy
113,583
+3,406
+3% +$275K 2.6% 19
2021
Q2 		$8.07M Buy
+110,177
New +$8.27M 2.43% 25

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

HFR Wealth Management's NEE Position: Q2 2026 in Review

HFR Wealth Management reduced its NextEra Energy (NEE) stake by 0.88% in Q2 2026, selling an estimated $104K and leaving 130,427 shares worth $11.4M. The position accounts for 2.79% of the portfolio, ranked #20.

HFR Wealth Management first reported a position in NEE in Q2 2021 and has held it in 21 quarters since. The position peaked at $12.2M in Q1 2026. 3,020 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • HFR Wealth Management held 130,427 shares of NextEra Energy worth $11.4M as of Q2 2026.
  • HFR Wealth Management sold 1,153 NextEra Energy shares in Q2 2026, an estimated $104K.
  • NextEra Energy made up 2.79% of HFR Wealth Management's portfolio in Q2 2026, its #20 holding.
  • HFR Wealth Management first reported a position in NextEra Energy in Q2 2021 and has held it in 21 quarters since.
  • HFR Wealth Management's NextEra Energy position peaked at $12.2M in Q1 2026.
  • 3,020 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on HFR Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.