Hollow Brook Wealth Management’s NextEra Energy NEE Stock Holding History

Hollow Brook 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	–	Sell	-3,312	Closed	-$266K	–	77
2025 Q4	$266K	Sell	3,312 -724	-18%	-$60K	0.07%	73
2025 Q3	$305K	Hold	4,036	–	–	0.07%	85
2025 Q2	$280K	Buy	4,036 +76	+2%	+$5.28K	0.08%	74
2025 Q1	$281K	Hold	3,960	–	–	0.08%	73
2024 Q4	$284K	Hold	3,960	–	–	0.09%	73
2024 Q3	$335K	Buy	+3,960	New	+$309K	0.1%	72
2023 Q4	–	Sell	-4,260	Closed	-$244K	–	87
2023 Q3	$244K	Hold	4,260	–	–	0.1%	75
2023 Q2	$316K	Hold	4,260	–	–	0.14%	70
2023 Q1	$328K	Buy	4,260 +648	+18%	+$49.8K	0.16%	64
2022 Q4	$302K	Sell	3,612 -214	-6%	-$17.3K	0.14%	69
2022 Q3	$300K	Buy	3,826 +201	+6%	+$17.1K	0.17%	60
2022 Q2	$281K	Buy	3,625 +650	+22%	+$49.5K	0.15%	60
2022 Q1	$252K	Sell	2,975 -1,000	-25%	-$80.1K	0.11%	65
2021 Q4	$371K	Buy	+3,975	New	+$344K	0.19%	56

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

Hollow Brook Wealth Management's NEE Position: Q1 2026 in Review

Hollow Brook Wealth Management sold out of NextEra Energy (NEE) in Q1 2026, closing a stake of 3,312 shares — an estimated $266K sold.

Hollow Brook Wealth Management first reported a position in NEE in Q4 2021 and held it in 14 quarters. The position peaked at $371K in Q4 2021. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Hollow Brook Wealth Management reported no remaining NextEra Energy position as of Q1 2026 after selling out during the quarter.
Hollow Brook Wealth Management sold 3,312 NextEra Energy shares in Q1 2026, an estimated $266K.
Hollow Brook Wealth Management first reported a position in NextEra Energy in Q4 2021 and held it in 14 quarters.
Hollow Brook Wealth Management's NextEra Energy position peaked at $371K in Q4 2021.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

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