Hoge Financial Services’s NextEra Energy NEE Stock Holding History

Hoge Financial Services’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	$274K	Sell	3,117 -52	-2%	-$4.7K	0.13%	64
2026 Q1	$293K	Sell	3,169 -370	-10%	-$32.9K	0.16%	58
2025 Q4	$284K	Buy	3,539 +633	+22%	+$52.4K	0.15%	57
2025 Q3	$219K	Buy	+2,906	New	+$212K	0.13%	64
2024 Q2	–	Sell	-12,665	Closed	-$809K	–	53
2024 Q1	$809K	Buy	12,665 +4,560	+56%	+$267K	0.66%	18
2023 Q4	$492K	Buy	+8,105	New	+$462K	0.49%	25

Other funds holding NEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Hoge Financial Services's NEE Position: Q2 2026 in Review

Hoge Financial Services reduced its NextEra Energy (NEE) stake by 1.6% in Q2 2026, selling an estimated $4.7K and leaving 3,117 shares worth $274K. The position accounts for 0.13% of the portfolio, ranked #64.

Hoge Financial Services first reported a position in NEE in Q4 2023 and has held it in 6 quarters since. The position peaked at $809K in Q1 2024. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Hoge Financial Services held 3,117 shares of NextEra Energy worth $274K as of Q2 2026.
Hoge Financial Services sold 52 NextEra Energy shares in Q2 2026, an estimated $4.7K.
NextEra Energy made up 0.13% of Hoge Financial Services's portfolio in Q2 2026, its #64 holding.
Hoge Financial Services first reported a position in NextEra Energy in Q4 2023 and has held it in 6 quarters since.
Hoge Financial Services's NextEra Energy position peaked at $809K in Q1 2024.
3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Hoge Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.