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 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 $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

Hoge Financial Services's NEE Position: Q1 2026 in Review

Hoge Financial Services reduced its NextEra Energy (NEE) stake by 10% in Q1 2026, selling an estimated $32.9K and leaving 3,169 shares worth $293K. The position accounts for 0.16% of the portfolio, ranked #58.

Hoge Financial Services first reported a position in NEE in Q4 2023 and has held it in 5 quarters since. The position peaked at $809K in Q1 2024. 3,028 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Hoge Financial Services held 3,169 shares of NextEra Energy worth $293K as of Q1 2026.
Hoge Financial Services sold 370 NextEra Energy shares in Q1 2026, an estimated $32.9K.
NextEra Energy made up 0.16% of Hoge Financial Services's portfolio in Q1 2026, its #58 holding.
Hoge Financial Services first reported a position in NextEra Energy in Q4 2023 and has held it in 5 quarters since.
Hoge Financial Services's NextEra Energy position peaked at $809K in Q1 2024.
3,028 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Hoge Financial Services's 13F filing for Q1 2026, filed 20 Apr 2026.