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HHM Wealth Advisors’s NextEra Energy NEE Stock Holding History

HHM Wealth 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 		$829K Buy
9,447
+86
+0.9% +$7.78K 0.08% 92
2026
Q1 		$869K Buy
9,361
+551
+6% +$49K 0.1% 77
2025
Q4 		$707K Buy
8,810
+2
+0% +$166 0.08% 91
2025
Q3 		$665K Sell
8,808
-63
-0.7% -$4.6K 0.08% 97
2025
Q2 		$616K Sell
8,871
-43
-0.5% -$2.99K 0.07% 99
2025
Q1 		$632K Sell
8,914
-198
-2% -$14K 0.09% 86
2024
Q4 		$653K Buy
9,112
+66
+0.7% +$5.13K 0.09% 90
2024
Q3 		$765K Sell
9,046
-446
-5% -$34.8K 0.11% 69
2024
Q2 		$672K Buy
9,492
+7,983
+529% +$566K 0.1% 74
2024
Q1 		$96.4K Sell
1,509
-7
-0.5% -$410 0.02% 211
2023
Q4 		$92.1K Buy
1,516
+1
+0.1% +$57 0.02% 216
2023
Q3 		$86.8K Buy
1,515
+2
+0.1% +$138 0.02% 209
2023
Q2 		$112K Buy
1,513
+1
+0.1% +$76 0.02% 194
2023
Q1 		$117K Sell
1,512
-22
-1% -$1.69K 0.02% 183
2022
Q4 		$128K Sell
1,534
-146
-9% -$11.8K 0.03% 157
2022
Q3 		$132K Sell
1,680
-977
-37% -$82.9K 0.03% 140
2022
Q2 		$206K Buy
2,657
+1,069
+67% +$81.4K 0.05% 127
2022
Q1 		$134K Buy
1,588
+27
+2% +$2.16K 0.03% 184
2021
Q4 		$146K Buy
1,561
+121
+8% +$10.5K 0.04% 174
2021
Q3 		$113K Buy
1,440
+84
+6% +$6.78K 0.03% 190
2021
Q2 		$99K Sell
1,356
-28
-2% -$2.1K 0.03% 206
2021
Q1 		$105K Buy
1,384
+488
+54% +$38.1K 0.03% 179
2020
Q4 		$69K Buy
896
+396
+79% +$29.6K 0.02% 219
2020
Q3 		$35K Hold
500
– – 0.01% 263
2020
Q2 		$30K Hold
500
– – 0.01% 272
2020
Q1 		$30K Buy
+500
New +$31.4K 0.01% 261

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

HHM Wealth Advisors's NEE Position: Q2 2026 in Review

HHM Wealth Advisors increased its NextEra Energy (NEE) stake by 0.92% in Q2 2026, buying an estimated $7.78K and bringing the position to 9,447 shares worth $829K. The position accounts for 0.08% of the portfolio, ranked #92.

HHM Wealth Advisors first reported a position in NEE in Q1 2020 and has held it in 26 quarters since. The position peaked at $869K in Q1 2026. 982 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • HHM Wealth Advisors held 9,447 shares of NextEra Energy worth $829K as of Q2 2026.
  • HHM Wealth Advisors bought 86 NextEra Energy shares in Q2 2026, an estimated $7.78K.
  • NextEra Energy made up 0.08% of HHM Wealth Advisors's portfolio in Q2 2026, its #92 holding.
  • HHM Wealth Advisors first reported a position in NextEra Energy in Q1 2020 and has held it in 26 quarters since.
  • HHM Wealth Advisors's NextEra Energy position peaked at $869K in Q1 2026.
  • 982 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.