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 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

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Hoxton Planning & Management's NEE Position: Q2 2026 in Review

Hoxton Planning & Management reduced its NextEra Energy (NEE) stake by 36% in Q2 2026, selling an estimated $151K and leaving 2,949 shares worth $259K. The position accounts for 0.07% of the portfolio, ranked #195.

Hoxton Planning & Management first reported a position in NEE in Q4 2022 and has held it in 12 quarters since. The position peaked at $511K in Q4 2022. 715 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Hoxton Planning & Management held 2,949 shares of NextEra Energy worth $259K as of Q2 2026.
Hoxton Planning & Management sold 1,673 NextEra Energy shares in Q2 2026, an estimated $151K.
NextEra Energy made up 0.07% of Hoxton Planning & Management's portfolio in Q2 2026, its #195 holding.
Hoxton Planning & Management first reported a position in NextEra Energy in Q4 2022 and has held it in 12 quarters since.
Hoxton Planning & Management's NextEra Energy position peaked at $511K in Q4 2022.
715 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Hoxton Planning & Management's 13F filing for Q2 2026, filed 16 Jul 2026.