HZ
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Hixon Zuercher’s NextEra Energy NEE Stock Holding History

Hixon Zuercher’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 		$8.48M Buy
96,673
+157
+0.2% +$14.2K 2.49% 12
2026
Q1 		$8.96M Sell
96,516
-1,021
-1% -$90.8K 2.79% 6
2025
Q4 		$7.83M Buy
97,537
+553
+0.6% +$45.8K 2.37% 13
2025
Q3 		$7.32M Buy
96,984
+965
+1% +$70.5K 2.23% 15
2025
Q2 		$6.67M Buy
96,019
+1,388
+1% +$96.4K 2.15% 15
2025
Q1 		$6.71M Buy
94,631
+3,776
+4% +$267K 2.37% 11
2024
Q4 		$6.51M Buy
90,855
+81
+0.1% +$6.29K 2.51% 13
2024
Q3 		$7.67M Sell
90,774
-1,133
-1% -$88.4K 3.01% 7
2024
Q2 		$6.51M Sell
91,907
-14,369
-14% -$1.02M 2.74% 14
2024
Q1 		$6.79M Buy
106,276
+15,549
+17% +$911K 2.87% 12
2023
Q4 		$5.51M Buy
90,727
+9,635
+12% +$549K 2.56% 14
2023
Q3 		$4.65M Buy
81,092
+13,842
+21% +$958K 2.43% 18
2023
Q2 		$4.99M Buy
67,250
+4,741
+8% +$359K 2.51% 15
2023
Q1 		$4.82M Buy
62,509
+9,823
+19% +$755K 2.86% 15
2022
Q4 		$4.4M Buy
52,686
+405
+0.8% +$32.7K 2.71% 17
2022
Q3 		$4.1M Buy
52,281
+1,979
+4% +$168K 2.62% 16
2022
Q2 		$3.9M Sell
50,302
-1,264
-2% -$96.2K 2.52% 16
2022
Q1 		$4.37M Buy
51,566
+1,604
+3% +$129K 2.35% 15
2021
Q4 		$4.66M Buy
49,962
+2,016
+4% +$174K 2.34% 13
2021
Q3 		$3.77M Buy
47,946
+2,969
+7% +$239K 2.2% 18
2021
Q2 		$3.3M Buy
44,977
+1,726
+4% +$130K 1.98% 23
2021
Q1 		$3.27M Buy
43,251
+2,145
+5% +$167K 2.16% 21
2020
Q4 		$3.17M Sell
41,106
-22
-0.1% -$1.65K 2.21% 21
2020
Q3 		$2.85M Buy
41,128
+428
+1% +$29.5K 2.19% 21
2020
Q2 		$2.44M Buy
40,700
+33,100
+436% +$1.98M 2.1% 23
2020
Q1 		$457K Hold
7,600
– – 0.66% 27
2019
Q4 		$460K Buy
+7,600
New +$444K 0.44% 42

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

Hixon Zuercher's NEE Position: Q2 2026 in Review

Hixon Zuercher increased its NextEra Energy (NEE) stake by 0.16% in Q2 2026, buying an estimated $14.2K and bringing the position to 96,673 shares worth $8.48M. The position accounts for 2.49% of the portfolio, ranked #12.

Hixon Zuercher first reported a position in NEE in Q4 2019 and has held it in 27 quarters since. The position peaked at $8.96M in Q1 2026. 982 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Hixon Zuercher held 96,673 shares of NextEra Energy worth $8.48M as of Q2 2026.
  • Hixon Zuercher bought 157 NextEra Energy shares in Q2 2026, an estimated $14.2K.
  • NextEra Energy made up 2.49% of Hixon Zuercher's portfolio in Q2 2026, its #12 holding.
  • Hixon Zuercher first reported a position in NextEra Energy in Q4 2019 and has held it in 27 quarters since.
  • Hixon Zuercher's NextEra Energy position peaked at $8.96M in Q1 2026.
  • 982 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Hixon Zuercher's 13F filing for Q2 2026, filed 20 Jul 2026.