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 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

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

Hohimer Wealth Management's NEE Position: Q1 2026 in Review

Hohimer Wealth Management reduced its NextEra Energy (NEE) stake by 56% in Q1 2026, selling an estimated $557K and leaving 4,837 shares worth $449K. The position accounts for 0.05% of the portfolio, ranked #214.

Hohimer Wealth Management first reported a position in NEE in Q4 2019 and has held it in 10 quarters since. The position peaked at $1.26M in Q3 2024. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Hohimer Wealth Management held 4,837 shares of NextEra Energy worth $449K as of Q1 2026.
Hohimer Wealth Management sold 6,263 NextEra Energy shares in Q1 2026, an estimated $557K.
NextEra Energy made up 0.05% of Hohimer Wealth Management's portfolio in Q1 2026, its #214 holding.
Hohimer Wealth Management first reported a position in NextEra Energy in Q4 2019 and has held it in 10 quarters since.
Hohimer Wealth Management's NextEra Energy position peaked at $1.26M in Q3 2024.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Hohimer Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.