Hoxton Planning & Management
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Hoxton Planning & Management’s NextEra Energy NEE Stock Holding History

Hoxton Planning & 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 		$220K Sell
2,906
-43
-1% -$3.64K 0.06% 211
2026
Q2 		$259K Sell
2,949
-1,673
-36% -$151K 0.07% 195
2026
Q1 		$429K Buy
4,622
+10
+0.2% +$889 0.13% 123
2025
Q4 		$370K Buy
4,612
+39
+0.9% +$3.23K 0.11% 134
2025
Q3 		$345K Sell
4,573
-148
-3% -$10.8K 0.11% 139
2025
Q2 		$328K Sell
4,721
-4
-0.1% -$278 0.11% 146
2025
Q1 		$335K Buy
4,725
+87
+2% +$6.14K 0.13% 138
2024
Q4 		$333K Sell
4,638
-69
-1% -$5.36K 0.13% 141
2024
Q3 		$398K Buy
+4,707
New +$367K 0.15% 120
2023
Q4 		– Sell
-5,206
Closed -$298K – 153
2023
Q3 		$298K Sell
5,206
-201
-4% -$13.9K 0.19% 100
2023
Q2 		$401K Sell
5,407
-226
-4% -$17.1K 0.25% 82
2023
Q1 		$434K Sell
5,633
-482
-8% -$37.1K 0.24% 84
2022
Q4 		$511K Buy
+6,115
New +$494K 0.27% 74

Other funds holding NEE

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Hoxton Planning & Management's NEE Position: Q3 2026 in Review

Hoxton Planning & Management reduced its NextEra Energy (NEE) stake by 1.5% in Q3 2026, selling an estimated $3.64K and leaving 2,906 shares worth $220K. The position accounts for 0.06% of the portfolio, ranked #211.

Hoxton Planning & Management first reported a position in NEE in Q4 2022 and has held it in 13 quarters since. The position peaked at $511K in Q4 2022. 1,133 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

  • Hoxton Planning & Management held 2,906 shares of NextEra Energy worth $220K as of Q3 2026.
  • Hoxton Planning & Management sold 43 NextEra Energy shares in Q3 2026, an estimated $3.64K.
  • NextEra Energy made up 0.06% of Hoxton Planning & Management's portfolio in Q3 2026, its #211 holding.
  • Hoxton Planning & Management first reported a position in NextEra Energy in Q4 2022 and has held it in 13 quarters since.
  • Hoxton Planning & Management's NextEra Energy position peaked at $511K in Q4 2022.
  • 1,133 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Hoxton Planning & Management's 13F filing for Q3 2026, filed 15 Oct 2026.