Hohimer Wealth Management’s NextEra Energy NEE Stock Holding History

Hohimer 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 Q3	$321K	Sell	4,236 -806	-16%	-$68.2K	0.03%	263
2026 Q2	$443K	Buy	5,042 +205	+4%	+$18.5K	0.04%	237
2026 Q1	$449K	Sell	4,837 -6,263	-56%	-$557K	0.05%	214
2025 Q4	$891K	Buy	11,100 +25	+0.2%	+$2.07K	0.12%	148
2025 Q3	$836K	Sell	11,075 -6,013	-35%	-$439K	0.12%	158
2025 Q2	$1.19M	Buy	17,088 +321	+2%	+$22.3K	0.21%	100
2025 Q1	$1.19M	Buy	16,767 +1,770	+12%	+$125K	0.23%	100
2024 Q4	$1.08M	Buy	14,997 +32	+0.2%	+$2.49K	0.2%	109
2024 Q3	$1.26M	Buy	14,965 +907	+6%	+$70.8K	0.27%	95
2024 Q2	$995K	Sell	14,058 -2,699	-16%	-$191K	0.23%	120
2024 Q1	$1.07M	Buy	+16,757	New	+$982K	0.25%	111
2020 Q1	–	Sell	-7,760	Closed	-$470K	–	208
2019 Q4	$470K	Buy	+7,760	New	+$453K	0.16%	180

Other funds holding NEE

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Hohimer Wealth Management's NEE Position: Q3 2026 in Review

Hohimer Wealth Management reduced its NextEra Energy (NEE) stake by 16% in Q3 2026, selling an estimated $68.2K and leaving 4,236 shares worth $321K. The position accounts for 0.03% of the portfolio, ranked #263.

Hohimer Wealth Management first reported a position in NEE in Q4 2019 and has held it in 12 quarters since. The position peaked at $1.26M in Q3 2024. 1,733 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

Hohimer Wealth Management held 4,236 shares of NextEra Energy worth $321K as of Q3 2026.
Hohimer Wealth Management sold 806 NextEra Energy shares in Q3 2026, an estimated $68.2K.
NextEra Energy made up 0.03% of Hohimer Wealth Management's portfolio in Q3 2026, its #263 holding.
Hohimer Wealth Management first reported a position in NextEra Energy in Q4 2019 and has held it in 12 quarters since.
Hohimer Wealth Management's NextEra Energy position peaked at $1.26M in Q3 2024.
1,733 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Hohimer Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.