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 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

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

Hohimer Wealth Management's NEE Position: Q2 2026 in Review

Hohimer Wealth Management increased its NextEra Energy (NEE) stake by 4.2% in Q2 2026, buying an estimated $18.5K and bringing the position to 5,042 shares worth $443K. The position accounts for 0.04% of the portfolio, ranked #237.

Hohimer Wealth Management first reported a position in NEE in Q4 2019 and has held it in 11 quarters since. The position peaked at $1.26M in Q3 2024. 3,048 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Hohimer Wealth Management held 5,042 shares of NextEra Energy worth $443K as of Q2 2026.
Hohimer Wealth Management bought 205 NextEra Energy shares in Q2 2026, an estimated $18.5K.
NextEra Energy made up 0.04% of Hohimer Wealth Management's portfolio in Q2 2026, its #237 holding.
Hohimer Wealth Management first reported a position in NextEra Energy in Q4 2019 and has held it in 11 quarters since.
Hohimer Wealth Management's NextEra Energy position peaked at $1.26M in Q3 2024.
3,048 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Hohimer Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.